Sales Contract and Recurring Invoices

v 17.0 Third Party 939

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Sales (sale_management) • Website (website) • Discuss (mail) • Invoicing (account)
Lines of code	942
Technical Name	`sales_contract_and_recurring_invoices`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	15.0 16.0 17.0

You bought this module and need support? Click here!

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Sales (sale_management) • Website (website) • Discuss (mail) • Invoicing (account)
Lines of code	942
Technical Name	`sales_contract_and_recurring_invoices`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	15.0 16.0 17.0

Community

Enterprise

Odoo.sh

Sales Contract and Recurring Invoices

Create Sale Contracts and Recurring Invoices.

Key Highlights

Access Contracts from Customer Portal.

Enables Customers to Access Sales Contracts from Customer Portal.

Recurring Invoices for Contracts.

Automatically Generates Recurring Invoices for Subscription Contracts.

To Create New Contracts go to Sales -> Configuration -> Contracts.

Confirm the Contract by Clicking the 'Confirm' Button and add Contract Lines.

Now the State of the Contract has been moved from 'New' into 'Ongoing'.

Invoices can be Generated by Clicking the 'Generate Invoice' Button and the Count of Generated Invoices will be Visible in the Smart tab.

Able to Lock the Contract by Clicking 'Lock' Button, so Further Modifications will not Possible.

To Reset the Contract and Modify, Click Unlock Button.

When the Next Invoice Date of the Contract Reaches the Current Date, the Invoice will be Automatically Generated.

All the Created Invoices can be Accessed from Invoices Smart tab.

When the Contract Reaches the Contract Expiration Reminder Period, it's State Automatically Changes to 'Expire Soon'.

When the Contract Reaches the Contract End Date, it's State Automatically Changes to 'Expired'.

Contract can be Cancelled by Clicking 'Cancel' Button.

State is Moved into 'Cancelled'.

Sale Orders Created for the Partner in Contract for the Corresponding Contract Lines are Visible Under Sale Order Lines tab.

Access Contracts from Customer Portal.

Portal User's Contracts will Display here.

Clicking on Contract Name will Open the Contract.

Contract Report can be Downloaded from Portal by Clicking this 'Report' Button.

Downloaded pdf Report of Contract.

Access Sale Contracts from Portal.
Download the Contract Subscription Report.
Automatically Generate Recurring Invoices.
Automatically Changes the State of Invoices based on Contract Period.

Version 17.0.1.0.0|Released on:26th April 2024

Initial Commit for Sales Contract and Recurring Invoices.

Please log in to comment on this module

The author can leave a single reply to each comment.
This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.

Ratings
Discuss

There are no ratings yet!

Some Guy

on 7/10/24, 8:18 AM

Hello, I recently downloaded this module because it solves the problem I'm currently tackling. The issue I'm facing right now is that I can't find a clear path as to how I should create sales orders tied to a specific contract I've already made. Additionally, I can't view the contracts on the portal after creating them. Are there some additional configurations that are not properly catered for with image guides?