| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 6338 |
| Technical Name |
customer_contracts_erisp |
| Website | https://erisp.net |
| Versions | 17.0 18.0 |
Overview
This module facilitates the configuration of contract types and invoice plans. It enables the creation of both customer and vendor contracts with associated invoice plans thatl automatically generate invoices at the click of the "Load Plan" button. The module also offers advanced functionaities, including contract transfers, reseller partner commissions, and contract repricing. Additionally, it provides a PDF report generation feature.
Features
Invoice Plan Setup
Automated Invoice Generation
Contract Transfer
Reseller Partner Commission
Contract Repricing
User Access Rights
Pdf Report Generation
Description
User Access Rights
This module includes access rights management, allowing you to restrict user permissions according to your organizational hierarchy.
Configuration
Flexible configuration enables you to configure different contract types and installment plans.
Invoice Plan Setup
You can customize the invoice plan to meet your needs, specifying days, descriptions for each invoice, and the revenue account. The invoice plan is fully adjustable, allowing setup according to your specific requirements.
Automated Invoice Generation
The "Generate Invoice" button in the contract form automatically creates invoices based on the details provided in the invoice lines, such as start and end dates and account information.
Contract Transfer
You can transfer a contract by submitting a transfer request form with details like the recipient and transfer date. Once approved, draft invoices are moved to the new customer. Click the "Transfer Fee" button to generate the invoice.
Reseller Partner Commission
Enable the commission checkbox in module settings to add a Commission tab for assigning reseller commissions. Click "Create Bill" to generate the commission invoice.
Vendor contracts
Supports vendor contracts (like customer contracts) with states (Running, Freeze, Done, Canceled), vendor bill generation, and detailed setup including contract type and duration.
Contract Repricing
The contract repricing feature lets you add or adjust lines in existing invoices, add new invoices to the contract, and also allows you to perform batch repricing.
Pdf Report Generation
This pdf report generation feature lets you print, view, and download contract reports as PDF files.
Our Services
Engineering Research & IT Services Provider (Pvt) Ltd. (ERISP) is a leading provider of comprehensive technology solutions, specializing in ERP & CRM systems, digital marketing, and cloud computing services.
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