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Sales Contract Subscription and Recurring Invoice

by
Odoo

61.22

v 18.0 Third Party 219
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 949
Technical Name contract_recurring_invoice_analytic
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 949
Technical Name contract_recurring_invoice_analytic
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Sales Contract and Subscription Management with Recurring Invoices

Manage Sales Contracts, Subscriptions, and Recurring Invoices

Subscription Management and Recurring Invoice Solutions

This module is designed to streamline the management of warranty, maintenance, and subscription services within the sales process. It allows you to define specific products for these services, and when such a product is added to a sales order line, the module automatically generates a sales contract for the customer upon confirming the sales order.

The module also includes functionality for creating recurring invoices based on the contract, with the billing period configurable directly within the contract settings. This ensures a seamless invoicing process for ongoing services.

Main Features:

  • Automated Subscription Creation:
    • Define products as subscription-based, and the system will automatically generate a subscription or contract upon confirming the sales order containing such products.
  • Streamlined Team Collaboration:
    • The subscription/contract created from the sales order allows both the sales and accounting teams to manage and track related activities seamlessly.
  • Centralized Information:
    • Subscription/contract forms include detailed sales order and sales order line information, ensuring all relevant data is easily accessible.
  • Subscription Line Management:
    • Subscription lines created from sales orders are visible and manageable directly within the subscription form.
  • Recurring Period Setup:
    • Configure recurring periods for subscriptions, enabling automatic invoice generation based on the set intervals.
    • Quick Invoice Generation: Generate customer invoices quickly from the subscription form, simplifying the invoicing process.
  • Automated Invoice Creation:
    • A cron job automates the creation of invoices until the subscription reaches its end date, reducing manual effort.
  • Mass Invoice Generation:
    • Efficiently generate invoices for multiple subscriptions simultaneously using the mass invoice generation feature.
  • Manual Invoice Creation Options:
    • Generate invoices manually using the contract menu or the "Generate Invoice" button for greater control.
  • Recurring Invoice Wizard:
    • Use the recurring invoice wizard to generate invoices with a single click.
  • Automatic Recurring Invoice/Bill Creation:
    • Leverage cron jobs for the automatic creation of recurring customer invoices or bills tied to subscriptions/contracts.
  • Printable Contracts:
    • Print subscription or contract details in PDF format for sharing or record-keeping.
  • Subscription Updates Without Duplication:
    • If a subscription or contract is already linked to a sales order, the system appends new subscription lines to the existing subscription instead of creating a new one.
  • For further details, refer to the screenshots below and watch the accompanying video for a complete walkthrough.

Available Menus:

  • Sales/Sales/Contracts
  • Sales/To Invoice/Generate Recurring Invoice

Process Options of Sales Contract/ Subscription Management and Recurring Invoice:

Configuration:

  • Configure product as Contract/Warranty/Subscription Product under Products menu.
  • Configure Quotation Template and Template Lines under Configuration/Quotation Template Menu.

  • Process:

  • There are two processes for managing recurring invoices in contracts with analytics.
    • Option 1: Create a New Contract or Subscription from a Quotation or Sales Order
    • Option 2: Update an Existing Contract or Subscription from a Quotation or Sales Order
  • Option 1: Create a New Contract or Subscription from a Quotation or Sales Order

  • Automatically creates a new contract upon confirming the sales order.
  • The newly created contract will be accessible in the Contract menu.
  • Includes a defined workflow on the Contract form for better management.
  • Displays contract lines and their corresponding sales order lines for a clear overview.

  • Option 2: Update an Existing Contract or Subscription from a Quotation or Sales Order

  • Allows you to update an existing contract that was selected during the sales order confirmation.
  • Updates subscription products and their details on the existing contract/subscription lines.
  • If new products are included in the sales order, they will be added as new contract lines.
  • Includes a defined workflow on the Contract form for efficient management.
  • Displays both contract lines and sales order lines for easy tracking.

  • Process (Options) for Generating Invoices:

    • Option 1: Manually Generate an Invoice
      • Generate invoices manually by clicking the "Generate Invoice" button on the contract/subscription form.
    • Option 2: Automatic Recurring Invoice Creation
      • Automatically create customer recurring invoices or bills using a cron job, streamlining the billing process.
    • Option 3: Manual Recurring Invoice Generation for Multiple Contracts
      • Use a wizard to manually generate recurring invoices for multiple contracts or subscriptions in a single process.

    Reports:

  • Print the Contract or Subscription as a PDF report for record-keeping or sharing with customers.

  • For more features/apps you can also see full bundle: https://apps.odoo.com/apps/modules/18.0/subscription_recurring_contract_bundle/

    Edition Compatibility:


    Only Community

    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.

    Case 1: 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.

    • Recurring Period: Defines the interval for invoice creation based on the configured schedule.
    • Contract Expiration Days: Determines when the contract stage will change to "Expires Soon" prior to the end date.
    • Date of Next Invoice: Specifies the date on which the next invoice will be generated.
    • Order/Invoice Currency: Indicates the currency for invoice creation, derived from the associated Sales Order.
    • Stage: Reflects the current status of the contract, following these stages: New --> Running --> Expires Soon --> Expired --> Locked.

    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.

    Case 2: 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

    Updated Contract/Subscription Lines on Contract

    If the selected contract already contains the same warranty/contract/subscription line, the system will increase the product quantity. Otherwise, it will create new contract/subscription lines for the additional products.

    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.

    Automatic Creation of Customer Invoices/Bills Using Cron Job

    The cron job will identify all contracts/subscriptions where the "Date of Next Invoice" matches today's date and automatically generate invoices for those contracts. This ensures timely and accurate recurring billing.

    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

    Contract PDF Report

    Create a fully customized contract report that includes all the essential contract details, including terms, products/services, pricing, and specific updates.

    Contact / Support
    Introducing Probuse Consulting Services Pvt. Ltd.

    If you need any help or want more additional features, you may contact us through:
    Email: contact@probuse.com
    Website: www.probuse.com
    Skype: mustufa_probuse

    Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

    Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

    Our Services

    • Odoo Implementation

    • Odoo Support

    • Odoo Customization

    • Odoo Migration

    • Odoo Training

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