| 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 |
| 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 |
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.
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Access Sale Contracts from Portal.
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Download the Contract Subscription Report.
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Automatically Generate Recurring Invoices.
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Automatically Changes the State of Invoices based on Contract Period.
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Initial Commit for Sales Contract and Recurring Invoices.
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Got questions or need help? Get in touch.
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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?