Sales Contract and Recurring Invoices

by
Odoo
v 15.0 Third Party 193
Download for v 15.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Website (website)
Discuss (mail)
Invoicing (account)
Lines of code 947
Technical Name sales_contract_and_recurring_invoices
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 16.0 17.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Website (website)
Discuss (mail)
Invoicing (account)
Lines of code 947
Technical Name sales_contract_and_recurring_invoices
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 16.0 17.0 15.0
Community
Enterprise
Odoo.sh

Sales Contract and Recurring Invoices

Access All Sales Contacts from Portal My Account.

Explore This Module

Overview

This module helps your customer to access all your sales contract from Website Customer Portal.

Features

Allow your customers to access all sales contracts from Portal My Account.
Allow your customer to download the contract subscription report.
Automatically generate recurring invoice for subscription contracts.

Screenshots

In Sales -> Configuration -> Contracts, can see all subscription contracts.

We can create new subscription contracts using CREATE button.

The created Contract in 'New' stage has option to select the contract lines and have button to confirm the contract.

When we click 'Confirm' button the subscription contract is changed to 'Ongoing' stage.

There have button to Generate Invoice for contract lines.

When we click 'Generate Invoice' button, it creates invoice for contract lines and shows the count in smart tab.

When we click the Smart tab can see all created invoices for this subscription contract.

There has 'LOCK' button to lock the subscription contract. When we click this button we do not modify the subscription contract.

There has a 'UNLOCK' Button to Unlock the Subscription Contract. When we click Unlock button we can modify the Subscription Contract.

When contract reaches 'Next Invoice Date' it automatically generate invoice for this subscription contract and shows the invoice count in smart tab, when we click the smart tab can see all created invoice for this subscription contract.

When contract reaches 'Contract Expiration Reminder Period' it automatically change the stage of this subscription contract into 'Expire Soon'.

When contract reaches 'Contract End Date' it automatically change the stage Of this subscription contract into 'Expired'.

There has 'CANCEL' button to cancel the subscription contract.

When we click cancel button, the subscription contract changes into 'Cancelled' state.

Under 'Sale Order Lines' tab can see all sale order lines of this subscription contract.

In Website -> My Account can see My Contracts option.

When we click "My Contracts" can see all subscription Contract.

When we click Contract Name, possible to access the Subscription Contract.

In website customer portal there has option to Print the subscription contract PDF report.

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