| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 549 |
| Technical Name |
eg_contract_recurring_invoice_analytic |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Contract Recurring in Invoice
This Odoo module helps users manage contracts and subscriptions for products sold by their company. It enables recurring invoicing based on configured periods within sales subscription contracts. Users can create subscription products from the product view and set up contracts for these items, facilitating the generation of recurring invoices linked to Project/Analytic Accounts in Odoo. The module also includes features for printing project contract reports, enhancing the sales subscription process.
Highlight Contract Recurring in Invoice
Automatically generate recurring invoices based on subscription terms
Quickly configure subscription products with recurring periods
Link contracts to Analytic Accounts for streamlined tracking and management
Schedule actions for automatic invoicing upon contract renewal
Features
Screenshots
Support
Service
Features
Recurring Invoicing:
Automated generation of invoices for subscription products on a set schedule.
Product Subscription Setup:
Designate products as "Contract/Warranty Products" with defined recurring periods.
Contract and Analytic Account Link:
Generate and manage invoices through linked Analytic Accounts.
Automated Invoice Generation:
Scheduled actions can be set to process invoices automatically as contracts renew.
Detailed Reports:
Generate reports for contract and sales orders to track the subscription process.
Screenshot
1) Products view:
Here user can see that while creating the products there is the Boolean for the "Is Contract /Warranty Product" if your product is contract type then user have to set the configuration of "Recurring Period" you have to specify the period of the contract.
Navigation : Sales → Products → Products
2) Quotation Templates view:
Here, in the quotation templates for the sale order user has to create the template for the product with recurring period mentioned.
Navigation : Sales → Configuration → Quotation Templates
3) Quotations view:
When ant user creates the new quotation they can see the Quotation Template, from where the user can select the template.
4) Sale Orders form view:
User can see the Account Analytic in the sale order quotation.
Navigation : Sales → Orders → Orders
5) Generate Invoice In Analytic Account:
Here user can see the "Contract Line" in analytic account. and user can generate invoice/renew the contract invoice with "GENERATE INVOICE/RENEW".
Navigation : Sales → Orders → Orders → Account Analytic → Contract Lines
6) Sale Order Lines view from Quotation:
Within the "Sale Order Lines" user can see the other product that the user has selected in quotation(Normal product without contract).
Navigation : Sales → Orders → Orders → Account Analytic → Sale Order Lines
7) Invoicing view:
Here users will create the Invoices for the Contract product manual.
8) Scheduled Actions:
Users can create the Scheduled actions to process the automatic generate invoices when the contract will get over.
Navigation : Settings → Technical → Scheduled Actions
9) Sale Order view:
User can also run the Process automatically and can have the invoice.
10) Contract Report view:
11) Sale Order Report:
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module