Sales Contract Subscription and Recurring Invoice

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.

Main Features:

• Allow you to create a product for subscription so products which are set as subscription products 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 set up recurring periods on Subscription and invoice based on that.
• Quick generate customer invoice from Subscription(s) form.
• Cron Job to automate invoice creation process by system until Subscription reached its end date.
• Mass customer invoice generation facility for Subscription(s).
• Manual Process to Generate Invoice directly from Contract menu and Generate Invoice Button.
• Manual Process to Generate Recurring Invoices wizard in single click.
• Automatic create Recurring Customer Invoice/Bill using cron job for Subscription/Contract.
• 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.
• for more details please see below screenshots and watch the video.

• ONLY FOR ODOO COMMUNITY EDITION.

Available Menus:

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

Process Options of Sales Contract/ Subscription Management and Recurring Invoice:

Configuration:

• Configure product as Contract/Warranty/Subscription Product under Products menu.
• Configure Quotation Template and Template Lines under Configuration/Quotation Template Menu.

Process:

• There are two process of Contract recurring invoice analytic.
  Option 1. Create New Contract/Subscription from Quote / Sale Order
  Option 2. Update Existing Contract/Subscription from Quote / Sale Order

Option 1. Create New Contract/Subscription from Quote / Sale Order:

• Allow you to create new contract once sales order will be confirmed.
• Created Contract will appear in Contract menu.
• Workflow on Contract Form.
• Contract will show contract lines and sales line.

Option 2. Update Existing Contract/Subscription from Quote / Sale Order

• Allow you to update existing contract which have been selected on sales order during confirm so all subscription product and its update will be recorded on existing contract/subscription lines and if there is new product in this sales order it will be added as new contract lines.
• Workflow on Contract Form.
• Contract will show contract lines and sales line.

Process (Options) of Generate Invoice:

• Option 1. Manually Generate invoice from Generate invoice button on contract/subscription form.
• Option 2. Automatic Create Customer Recurring Invoice/Bill using Cron Job.
• Option 3. Manual Process to Generate Recurring Invoices using wizard for multiple contracts/subscriptions.

Reports:

• Print Contract/Subscription PDF Report.