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Odoo Apps Dependencies Invoicing (account)
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Lines of code 593
Technical Name invoice_recurring
LicenseOPL-1
Websitehttps://www.synconics.com
Versions 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 Invoicing (account)
Discuss (mail)
Lines of code 593
Technical Name invoice_recurring
LicenseOPL-1
Websitehttps://www.synconics.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
Recurring Invoice

As business grows, optimizing operations through automation becomes crucial. Recurring Invoice module is tailored to aid accounting users with automated invoice generated at predefined time intervals. This not only boosts cash flow and expedites payment processing but also slashes the time previously spent on manual invoice creation. The automated payment workflow further enhances efficiency by scheduling early invoice creation, ensuring timely and seamless invoicing processes.

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Recurring Invoice
recurring invoice
Highlights of Recurring Invoice
backend user capability

Create Recurring Invoices Through Backend

automatic invoice creation

Automatic Invoice Creation

centralize summary

Centralized Summary

configurable recurring duration

Configurable Recurring Duration

cancel recurring invoice duration

Cancel Recurring Invoice Duration

customer notification

Customer Notifications

Key Features
Create Recurring Invoices Through Backend Backend users can create recurring invoices.
Automatic Invoice Creation Recurring invoices will be automatically generated based on the configured duration.
Centralized Summary Availability of centralized summary of all recurring invoices.
Configurable Recurring Duration Flexibility to configure recurring invoice duration.
Cancel Recurring Invoice Duration Option to cancel recurring invoice configured duration.
Customer Notifications Customers will be notified two days prior to the scheduled recurring invoice date, ensuring they are well-informed and adequately prepared.
Module Information & User Guide
Make Recurring Invoice

Configure a invoice for recurring operation, Go to Invoicing >> Customers >> Invoices >> In action menu click on "Make Recurring" action for configuring recurring invoice.

make_recurring_invoice
Recurring Wizard

On selecting "Make Recurring" action, a configuration wizard will pop-up with following functionality

Fields Description:

  • Name: By default invoice number will appear on name field

  • Partner: By default customer name will be defined

  • Recurring Interval: The recurring interval duration works in conjunction with the set recurring unit (Day, Month or Year). For e.g. if '1' is set as recurring interval and recurring unit is set to Month, then the system will generate recurring invoice every month

  • Interval Type: Option to set recurring unit like, Days, Week, Month or Year

  • Recurring Number: The recurring number defines the total recurring invoices to be generated

  • First Date: Recurring start Date

recurring_wizard_view
Recurring Invoices

Recurring invoices menu shows history of all recurring invoices

recurring_invoices_screen1 recurring_invoices_screen2 recurring_invoices_screen3
Reminder Mail

Customers gets notified two days prior to the scheduled recurring invoice date

mail_view_screen

The system automatically generates recurring invoices based on the configuration done for the particular invoice.

At any point of time the authorized user can cancel recurring invoice.

Customers receive email notifications two days prior to the scheduled recurring invoice date.

You can drop your queries on our email id - contact@synconics.com or communicate with us via Skype - synconics.technologies.

Feel free to ask for a demo link on mail: contact@synconics.com ; Whatsapp: +91 9426864274 ; Skype: synconics.technologies.

Yes, additional functionalities can be customized as per your requirements, which will be evaluated for estimation. Please email your requirements on contact@synconics.com.

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  • Round Please refer the document for configuration. If any support is needed for module configuration, installation, updating or any help is needed, it will be considered in paid support.
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  • Round This module is tested and working on Odoo vanilla with Ubuntu OS.
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