01 — Confirm the rental

Create and confirm the rental sales order as usual (same as any rental booking you already run).

02 — Open recurring billing

• On that order, use “Recurring Rental Payment”.
• First time: it opens a screen to define the recurring plan. Later: it opens the same plan linked to this order.

03 — Define the schedule

• Next invoice date — when the next bill should run.
• Repeat every — e.g. every month (or whatever interval you choose).
• End date (optional) — stop billing after this date. Leave empty if the rental billing should continue until someone pauses or stops it from this screen.
• Auto post invoice — if on, invoices are confirmed/posted as soon as they are created; if off, they stay draft for your team to review (depending on your usual process).
• Auto capture payment — if on, Odoo will try to charge the invoice using the saved payment method you select. If off, invoices are created only; payment is handled your usual way (transfer, portal, etc.).
• Pick the customer’s saved payment method. If automatic payment is on, this choice is required before you can start.
• Ensure the payment provider and customer setup actually allow saved methods for your company/customer combination.

04 — Start the plan

Click Start. The rental order will show recurring status/next date on its “Recurring Rental” tab so finance and sales can see it at a glance.

05 — What happens over time

• Each time the schedule is due, the system creates the customer invoice for that cycle (based on that rental order’s lines).
• If you enabled posting, invoices are posted.
• If you enabled automatic capture, a payment transaction is initiated against the invoice using the token.
• Next invoice date moves forward by one interval automatically after a successful run.
  Pause — temporarily stops recurring runs until you unpause/fix things.
  Process now — useful for testing or “bill today” after a correction (runs the billing step outside the usual daily wait).
• Reset — when something went wrong (Error state) or after a pause, reset clears the error counters so you can fix configuration/token and Start again.
  On the recurring plan form: tabs for invoices, transactions, and last error (for support/finance—not “how it works technically,” just where to look when something fails or to audit what was billed and paid).
• The plan can show Error with a last error message. Fix whatever the business/process issue is (e.g. customer payment method, provider, or invoicing setup), Reset, then Start (and optionally Process now).