Sales Contract and Recurring Invoiceby Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Sales Management (sale)
• Website Builder (website)
• Invoicing (account)
|License||See License tab|
|Also available in version||v 11.0 v 12.0 v 13.0 v 10.0|
Sales Contract and Recurring Invoice
This module allow you to create product for warranty/maintenance/subscription and based on that product on Sales order line it will create sales contract for that customer automatically on confirmation of sales order. It is also allowing you to create recurrinig invoice from contract based on period configured on contract. It also support in future if you sale some more service on same contract then you can select that contract on quote/sales order and it will append that line on contract.
This module create below menu(s):
- - Sales/Sales/Contracts
ONLY FOR ODOO COMMUNITY EDITION.
Create product as Contract/Warranty/Subscription product and set Recurring Period.
Create your custom quotation template using contract/subscription product this will allow you to select on sale order and auto set contract/subscription line on sales order.
Case 1 - Sales Quote / Sale Order
Create Quote by selecting Quotation template and that will set contract/warranty line on sale order lines along with selling product lines.
We have to select recurring period on sales order which will be used during recurring invoice creation from contract.
Sale Order Confirmation
If you have not selected Analytic Account / Contract on Sales order then it will create new Contract / Analytic Account for that customer.
Module also support like if you have selected existing Contract/ Analytic Account then it will append Subscription/Contract line into existing contract. (For new subscription product it will append in contract but for existing subscription product it will increase qty in contract.)
Contract from Sale Order Confirmation
We have separated Contract/Subscription lines and Sellable Product lines.
You can find new fields on contract/analytic account as below which will allow you to manage customer contract and recurrning invoice.
- - Recurring Period: Invoice creation period.
- - Contract Expiration Days: Set contract stage set to "Expires Soon" before end date.
- - Date Of Next Invoice: Next invoice will create on this date.
- - Order/Invoice Currency: Invoice will create in this currency and this currency is fetch from Sale Order
- - Stage: Contract Status (New->Running->Expires Soon->Expired->Locked)
Selling Product On Contract
Using selling product you can have idea for this contract which product originally sold with qty sold and pricing details. And it can be used in future.
Recurring Invoice from Contract
Create Recurring Invoice from Contract using Generate Invoice button on contract form. And Invoice will be created with only contract/warranty/subscription product lines in contract currency.
Case 2 - Existing Contract On Sale Order
If we have selected contract on Sale Order then it will merge/append contract/subcription product lines to contract subscription lines.
Updated Contract/Subcription Lines on Contract
If we have same warranty/contract/subcription line on selected contract then it will increase product quantity otherwise it will create new contract/subscription lines.
Automatic Create Customer Invoice/Bill using Cron Job
Cron will search for all contract/subscriptions which has "Date of Next Invoice" is equal to Today date and create invoice for that contract.
Manual Process to Generate Recurring Invoices Wizard in Single Click
This wizard will search for all Contracts / Subscriptions which are going to expired on selected date on wizard.
Customized report of contract with full details and you can send to you customer. :)
If you need any help or want more additional features,
you may contact us through:
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