Odoo
Implementation
Subscription draft invoice | Draft Subscription Invoice | Recurring Plan Draft Control | Manual Subscription Billing | Review Before Posting Invoices
by Creyox Technologies https://www.creyox.com
Odoo
$ 14.94
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 26 |
| Technical Name |
cr_subscription_draft_invoice |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 26 |
| Technical Name |
cr_subscription_draft_invoice |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 19.0 |
Community
Enterprise
Odoo.sh
Subscription Draft Invoice
Overview
In Odoo 16 and above, invoices for subscriptions are automatically posted as soon as they are generated. While this helps speed up billing, many businesses still prefer to first review their invoices in draft mode before confirming and sending them to customers. This is especially useful to double-check details like customer information, subscription lines, discounts, or taxes, and make corrections if needed.
Our Subscription Draft Invoice module brings back this flexibility. By simply enabling the Draft Invoice option in your subscription plan, you can ensure that invoices are created in draft state instead of being automatically posted. This gives you the control to validate, edit, or confirm them at the right time. It’s a simple, practical solution to make subscription billing safer and more reliable for your team.
Hot Features
Draft invoice option in recurring plan
Reduce financial risks from automatic postings
Review before autoposting invoice
Flexible subscription billing control
Manual confirmation of invoices
Prevent errors in customer billing
Features
Ensure billing accuracy with manual validation
Improve customer trust with verified invoices
Gain control over recurring subscription invoicing
Flexible subscription management for accounting teams
Compatible with multiple subscription products simultaneously
Seamless review process for multiple subscriptions
Simplify oversight of subscription revenue streams
Subscription Draft Invoice
- In the Subscriptions module, navigate to Configuration > Recurring Plans. Create a new recurring plan or select an existing one.
- In the recurring plan form view, you will find the Draft Invoice checkbox. Enable this option if you want invoices to be created in draft state instead of being posted automatically.
- Now navigate to the Products menu and create a new product.
- Ensure the Subscription option is enabled, then go to the Recurring Prices tab.
- In the Recurring Prices tab, add the Recurring Plan where the Draft Invoice option is enabled, and set the Recurring Price.
- Navigate to the Subscriptions menu and create a new Subscription.
- Select the Subscription Product and the corresponding Recurring Plan, then confirm the quotation.
- Invoices will be generated automatically according to the recurring period. You can view them by clicking the Invoices option above the subscription form.
- Here, the Invoice will be created in Draft State. You can review it, make any necessary changes, and then confirm and post the invoice.
- If you want invoices to be posted automatically again, simply untick the Draft Invoice option in the Recurring Plan form.
- From now on, all generated invoices will be in Posted state automatically.
Our Services
- This module allows businesses to generate subscription invoices in draft state instead of automatically posting them, giving users a chance to review details before validation.
- Yes, If you don’t check the Draft Invoice option, invoices will be created and posted automatically as per Odoo’s standard behavior.
- Yes. After reviewing, you simply click Confirm/Validate on the draft invoice to post it.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
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