Sales Contract Subscription and Recurring Invoice

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Odoo 1
v 12.0 Third Party 111

39.00 €

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Technical name contract_recurring_invoice_analytic
LicenseSee License tab
Websitehttp://www.probuse.com
Read description for v 11.0 v 10.0 v 9.0
Required Apps Sales (sale_management)
Sales (sale)
Invoicing (account)
Technical name contract_recurring_invoice_analytic
LicenseSee License tab
Websitehttp://www.probuse.com
Read description for v 11.0 v 10.0 v 9.0
Required Apps Sales (sale_management)
Sales (sale)
Invoicing (account)

Sales Contract/ Subscription Management 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 recurring 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.

Available Menus:

  • Sales/Sales/Contracts
  • Sales/To Invoice/Generate Recurring Invoice

Main Features:

  • Allow you to create product for subscription so product which are set as subscription product then system will automatically create contract/subscription when sales order of that product is confirmed.
  • Allow your sales team and accounting team to work on Subscription/Contract created from Sales order.
  • Details of Sales order and Sales order lines will be available on Subscription/Contract form.
  • Subscription lines will be available on Subscription form which are created from Sales order.
  • Allow you to setup recurring period on Subscription and invoice based on that.
  • Quick generate customer invoice from Subscription form.
  • Cron Job to automate invoice creation process by system untill Subscription reached its end date.
  • Mass customer invoice generation facility for Subscription.
  • Print Subscription/Contract in PDF format.
  • If Subscription / Contract on Sales order then system will just append new Subscription lines inside that and will not create new Subscription for that sales order.

ONLY FOR ODOO COMMUNITY EDITION.

For customer portal you can purchase https://apps.odoo.com/apps/modules/10.0/subscription_contract_customer_portal/
For upsell : https://apps.odoo.com/apps/modules/12.0/subscription_contract_upsell/

Product Configuration

Create product as Contract/Warranty/Subscription product and set Recurring Period.

Quotation Template

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.

Contract Report

Customized report of contract with full details and you can send to you customer. :)

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

Odoo Proprietary License v1.0

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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
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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).

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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.

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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,
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Odoo
Support for pricelist on contracts
by on

We would like to have an option to use price_unit based on pricelist if one is set on the partner and defer to the list price if none is set. We use multi currency pricelists.


Odoo
Quick Support, Very Useful Module, Quick implementation and Easy use
by on

Extremely happy with the quick support and the review method.

Odoo
Re: Quick Support, Very Useful Module, Quick implementation and Easy use
by on

Hello Binu, Thank you so much for taking the time to write us a great review, we really appreciate it. Regards, Mustufa Rangwala


Odoo
Excellent Support!
by on

Good module and excellent support provided by the author Mustufa especially on the response time on clarification and bug fix. thanks Mustufa!

Odoo
Re: Excellent Support!
by on

Hello, Thank you for taking the time and effort in writing feedback about our app. My thanks and appreciation. Regards, Mustufa Rangwala


Odoo
Hello
by on

Dear All, Please do not comment here out of topic of this app. You can use odoo forum to discuss about your survey and all. This is not right place to do it. Our module https://apps.odoo.com/apps/modules/12.0/contract_recurring_invoice_analytic/ working fine without any issues. Thank you, Mustufa Rangwala www.probuse.com