| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1029 |
| Technical Name |
kaz_contract_recurring_invoice_analytic |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1029 |
| Technical Name |
kaz_contract_recurring_invoice_analytic |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 19.0 |
Sales Contract & Recurring Invoice
for Odoo
The Sales Contract & Recurring Invoice Module simplifies subscription management by automating contract creation and recurring billing. It seamlessly integrates with Odooâs sales and accounting apps, allowing businesses to track contract stages, generate invoices at set intervals, and manage subscription-based products. With features like automated renewals, contract lifecycle tracking, and multi-currency support, this module ensures efficient subscription handling, reducing manual work and improving cash flow. Ideal for businesses offering warranties, maintenance services, or recurring product sales.
© 2025 Kaizen Principles
What are The features Sales Contract & Recurring Invoice for Odoo
Recurring Billing
Contract Lifecycle Management
Seamless Sales Integration
Reduced Manual Work
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Automated Recurring Invoices
Flexible Contract Lifecycle
Integrated with Sales
Enhanced Transparency
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Sales Contract & Recurring Invoice Management
Streamline subscription and contract billing with automated recurring invoices. Manage contracts, track payment cycles, and ensure timely renewals with ease. The module provides real-time insights into contract statuses, identifies upcoming expirations, and generates invoices based on predefined intervals. Create detailed PDF/Excel reports to stay on top of recurring revenue and optimize your subscription-based sales processes, ensuring your business operates smoothly and efficiently.
-
Configure Products for Subscription, Warranty, or Recurring Billing
-
Create Custom Quotation Template
-
Create Sales Quote or Sales Order
-
Sale Order Confirmation
-
Contract Creation from Sales Order Confirmation
-
Selling Products on Contract for Tracking and Renewal
-
Generate Recurring Invoice from Contract
-
Merge Existing Contract with Sales Order
-
Added Contract/Subscription Lines on Sales Order
-
Updated Contract/Subscription Lines on Existing Contract
-
Updated Sale Order Lines (Without Subscription/Contract Products) on Contract
-
Manual Recurring Invoice Generation Using Wizard
-
Print Contract Report
-
Generate Customized Contract PDF Report
Configure Products for Subscription, Warranty, or Recurring Billing
Create Custom Quotation Template
Sale Order Confirmation
Contract Creation from Sales Order Confirmation
Selling Products on Contract for Tracking and Renewal
Updated Sale Order Lines (Without Subscription/Contract Products) on Contract
Print Contract Report
Product Configuration Settings
Create Product for Contract, Warranty, or Subscription with Recurring Period Configuration.
Quotation Template Setup
Create a custom quotation template with contract or subscription products to enable selection on sales orders, automatically setting contract or subscription lines on the sales order.
Sales Quote or Sales Order
Create a quote by selecting a quotation template, which will automatically add contract or warranty lines to the sales order lines along with the product lines being sold.Ensure to select the recurring period on the sales order, as it will be used for recurring invoice generation from the contract.
Sale Order Confirmation
If no Analytic Account or Contract is selected on the Sales Order, a new Contract or Analytic Account will be created automatically for the customer. The module also supports updating existing Contracts or Analytic Accounts. If an existing Contract is selected:New subscription products will be added as new lines to the existing Contract.Existing subscription products will have their quantities updated in the Contract.
Contract Creation from Sales Order Confirmation
We have separated Contract/Subscription lines from Sellable Product lines for better management.New fields have been added to the Contract/Analytic Account, enabling you to: Manage customer contracts efficiently.Configure and handle recurring invoices seamlessly.
Selling Product On Contract
By using the selling product in the contract, you can track the original products sold along with their quantities and pricing details. This information can be referenced in the future, ensuring consistency and accuracy when managing or renewing the contract.
Recurring Invoice from Contract
Use the "Generate Invoice" button on the contract form to create a recurring invoice.The generated invoice will include only the contract, warranty, or subscription product lines from the contract.The invoice will be created in the contract's currency as specified.
Existing Contract on Sales Order
Use the "Generate Invoice" button on the contract form to create a recurring invoice.The generated invoice will include only the contract, warranty, or subscription product lines from the contract.The invoice will be created in the contract's currency as specified.
Existing Contract on Sales Order
If a contract is selected on the Sales Order, the system will merge or append the contract/subscription product lines to the existing subscription lines in the contract.
Added Contract/Subscription Lines on Contract
User can see detail of product recommendation depending on vendor and warehouses according given period.
Updated Sale Order Lines (Without Contract/Subscription Products) on Contract
If a selling product line is added to the selected contract, the system will either update the existing product line in the Sale Order or add it as a new line if it doesn't already exist.
Manual Recurring Invoice Generation Using Wizard
The wizard identifies all contracts/subscriptions where the "Date of Next Invoice" matches the Start Date specified in the wizard.
Print Contract Report
The wizard identifies all contracts/subscriptions where the "Date of Next Invoice" matches the Start Date specified in the wizard.
Contract PDF Report
Create a fully customized contract report that includes all the essential contract details, including terms, products/services, pricing, and specific updates.
Why Kaizen
You know us as the makers of the Odoo "Sales Contract & Recurring Invoice for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
Consulting
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module