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  1. APPS
  2. Subscriptions
  3. Sales Contract Subscription & Recurring Invoice v 18.0
  4. Sales Conditions FAQ

Sales Contract Subscription & Recurring Invoice

by Cerevantix Technologies https://cerevantix.com
Odoo

$ 55.93

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 17.0 18.0 19.0
  • Description
  • Manifest
CEREVANTIX TECHNOLOGIES

Recurring billing your finance team can supervise

Turn signed sales agreements into a predictable sales contract subscription with a recurring invoice stream — generated as reviewable drafts, never posted without your approval.

THE PROBLEM

Odoo's native Subscriptions module removed granular invoicing controls, so every recurring invoice posts automatically with no review step. Staff re-key invoices by hand, miss renewal dates, and cannot tell at a glance which contracts are active, paused, or expiring.

THE SOLUTION

A sales contract subscription record drives the whole lifecycle: recurring invoices are generated as drafts for review, a lifecycle dashboard shows what needs attention today, and a confirmed sale order converts into a subscription in one click.

CAPABILITIES

Everything a recurring contract needs

Every capability below is implemented in the module.

01

Supervised Draft Invoicing

Recurring invoices generate as drafts, never posted automatically. Finance reviews each one and approves & posts explicitly, restoring the review step Odoo removed since v16.

02

Lifecycle Dashboard

A kanban board groups every subscription contract by Draft, Running, Paused, Expiring, Expired, and Cancelled, so the first screen answers what needs attention today.

03

Configurable Billing Frequency

Bill daily, weekly, monthly, quarterly, or annually per contract, matching how each customer actually agreed to pay.

04

Mixed One-Time + Recurring Lines

Combine a recurring subscription line with one-time setup or training fees on the same order, and have it validate correctly — a bundle that breaks on save in other apps.

05

Sale Order Conversion

Turn a confirmed sale order into a subscription contract with one click, with no need to re-enter customer or line data.

06

Renewal & Expiry Alerts

An "Expiring Soon" ribbon and lifecycle state flag contracts approaching their end date, so renewals are never silently missed.

07

Contract PDF Document

Print a formatted contract document with terms and billing lines for customers who require a record on file.

08

Analytic Account Linkage

Assign each contract to an analytic account so recurring revenue and cost can be tracked for margin reporting.

09

Automated Invoice Generation

A scheduled action checks every running contract on its billing cadence and creates the next draft invoice automatically, with correct taxes and ledger accounts.

WORKFLOW

How it works

1

Create the Contract

Start from a blank contract or convert a confirmed sale order in one click.

2

Set Terms & Start

Pick billing frequency, add recurring and one-time lines, then start the contract.

3

Review Draft Invoices

Each billing cycle generates a draft invoice for finance to check before posting.

4

Approve & Renew

Post the invoice, then renew, pause, or let the contract expire from the same dashboard.

SCREENSHOTS

See it in action

Real screens from the module, captured on Odoo 17.

01 - LIFECYCLE & DASHBOARD
Sales contract subscription lifecycle kanban dashboard

Lifecycle dashboard grouped by Draft, Running, Paused, Expiring, and Cancelled — the default landing view.

Subscription contracts list view with expiring contract highlighted

Every subscription contract in one list, with an expiring contract highlighted for immediate attention.

02 - CONTRACT WORKFLOW
Running contract with mixed recurring and one-time bundle

A running contract with a mixed bundle — two recurring lines plus a one-time line — and the Invoices stat button front and center.

Contract form showing the Expiring Soon ribbon

The "Expiring Soon" ribbon flags a running contract approaching its end date, so renewals are never missed silently.

Paused contract with Start and Resume buttons

A paused contract with clear Start, Resume, and Cancel actions on the button bar.

Confirmed sale order with Create Subscription button

A confirmed sale order showing the "Create Subscription" button and a Subscriptions stat button after conversion.

03 - DOCUMENTS & INVOICING
Printable contract PDF document

The printable contract document, ready to share with the customer as a record of the agreed terms.

Contract invoice list with posted and draft invoices

A contract's invoice list: one posted and two draft invoices, showing the supervised-review flow in practice.

QUESTIONS

Frequently asked

Does this replace Odoo's native Subscriptions module?

It runs alongside standard Sales and Accounting and adds its own contract model with a supervised, draft-review invoicing flow that the native module no longer offers since v16.

Can I mix one-time and recurring charges on the same contract?

Yes. Recurring subscription lines and one-time lines, such as a setup fee or training, can sit on the same contract or order and both validate and invoice correctly.

How do I know when a contract needs renewal?

Contracts approaching their end date move to an Expiring lifecycle state and show an "Expiring Soon" ribbon on the form, so nothing lapses unnoticed.

Are the generated invoices real accounting invoices?

Yes. Every invoice is a standard Odoo customer invoice with correct taxes and ledger accounts, so payments and reporting work exactly as they do elsewhere in Accounting.

Get in Touch

Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.

@

Email Us

support@cerevantix.com

We usually reply within one business day.

↗

Visit Our Website

www.cerevantix.com

Explore our apps, services, and portfolio.

MORE FROM CEREVANTIX

Explore our other apps

A growing suite of Odoo apps.

Cerevantix Register Payments preview Cerevantix Multi Invoice Payment preview Cerevantix Sale Discount preview Cerevantix Split Sale Order preview
cerevantix .

Empowering growth through technology.

Supervised recurring billing, a lifecycle dashboard, and sale-order-to-subscription conversion, built natively on Odoo.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 794
Technical Name cerevantix_sales_contract_subscription
LicenseLGPL-3
Websitehttps://cerevantix.com

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