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Contract Recurring in Invoice
The Contract Recurring in Invoice Odoo module is designed to simplify the management of contracts and subscriptions for businesses. This module enables automated recurring invoicing for subscription-based products, which is based on defined intervals in the sales contracts.
Features
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Features
Recurring Invoicing
The Recurring Invoicing feature automates the process of generating invoices for subscription-based products on a set schedule. By linking invoicing with the subscription terms defined in the contract, this feature ensures that invoices are created automatically at regular intervals.
Product Subscription Setup
With the Product Subscription Setup, businesses can designate specific products as "Contract/Warranty Products" within the product configuration. This allows users to define recurring periods, ensuring that billing is aligned with the subscription cycle of each product.
Contract and Analytic Account Link
This feature links contracts directly to Analytic Accounts, allowing businesses to track subscription payments and manage financials more effectively. The connection provides a clear view of revenue, costs, and profit per subscription contract.
Automated Invoice Generation
The Automated Invoice Generation feature ensures that invoices are created on schedule as contracts are renewed. By setting up scheduled actions, businesses can automate the invoice processing for recurring services or products, minimizing manual effort.
Screenshot
1.) Products View
users can configure products as "Contract/Warranty Products" by selecting the corresponding Boolean option. For subscription-based products, users must set the "Recurring Period" to define the duration of the contract.
Navigation : Sales → Products → Products
2.) Quotation Templates View
This screenshot demonstrates how users can create and configure quotation templates for sale orders. In the template, the recurring period for subscription products is clearly defined, ensuring that the invoicing process follows the correct cycle for each product.
Navigation : Sales → Configuration → Quotation Templates
3.) Quotations View
When creating a new quotation, users can select a quotation template that includes the recurring period configuration.
Navigation : Sales → Quotations
4.) Sale Orders Form View
This view shows the sale order quotation, where users can see the Account Analytic field, linking the sale to an analytic account for better tracking and management of subscription contracts.
Navigation : Sales → Orders → Orders
5.) Generate Invoice in Analytic Account
In the Account Analytic section of the sale order, users can see the "Contract Line," which allows them to generate invoices or renew contract invoices by selecting the GENERATE INVOICE/RENEW option.
Navigation : Sales → Orders → Orders → Account Analytic → Contract Lines
6.) Sale Order Lines View from Quotation
Within the Sale Order Lines, users can view all the products selected in the quotation, including both regular products and subscription-based products. This view helps to distinguish contract-based products from regular ones.
Navigation : Sales → Orders → Orders → Account Analytic → Sale Order Lines
7.) Invoicing View
This view allows users to create invoices manually for contract products. This feature provides flexibility for situations where users need to create an invoice outside the automated process, ensuring that all billing needs are covered.
Navigation : Sales → Invoicing
8.) Scheduled Actions
Users can set up Scheduled Actions to automatically generate invoices when a contract is nearing renewal or expiration.
Navigation : Settings → Technical → Scheduled Actions
9.) Sale Order View
users can automatically process invoices for sale orders. By running the process automatically, invoices are generated without manual intervention, streamlining the workflow.
Navigation : Sales → Orders → Orders → Process Automatically
10.) Contract Report View
Contract Report, providing an overview of all active contracts, their renewal dates, and other important contract details. This report helps businesses track the status of each contract in their system.
11.) Sale Order Report
The Sale Order Report offers insights into all sale orders, including subscription contracts. Users can monitor the performance of their sales orders and gain insights into invoicing cycles, making it easier to track revenue from recurring products.
User Guide
