+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ | Customer: | +
+ |
+ Reference: | +
+ |
+
|---|---|---|---|
| Recurring Period: | +
+ |
+ Company: | +
+ |
+
| Start Date: | +
+ |
+ End Date: | +
+ |
+
| Stage: | +
+ |
+ Date of Next Invoice: | +
+ |
+
Contract Lines
+| Product | +Description | +Ordered Qty | +Unit Price | +Discount (%) | +Subtotal | +
|---|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
Sale Order Lines
+| Product | +Description | +Ordered Qty | +Unit Price | +Discount (%) | +Subtotal | +
|---|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+ 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.
+
+
+
+
+
+ 
+
+
+ + Related + Products +
+
+
+
+
+
+
+
+
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+ 
+
+
+ + Our Services +
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
+
+
+
+ 
+
+
+ + Odoo + Integration
+
+
+
+
+
+ 
+
+
+ + Odoo + Migration
+
+
+
+
+ 
+
+
+ + Odoo + Consultancy
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Licensing Consultancy
+
+
+
+
+ 
+
+
+ + Our + Industries +
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Trading +
++ Easily procure + and + sell your products
+
+
+
+
+ 
+
+
+ + POS +
++ Easy + configuration + and convivial experience
+
+
+
+
+ 
+
+
+ + Education +
++ A platform for + educational management
+
+
+
+
+ 
+
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+
+
+
+ 
+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
+
+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
+
+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
+
+
+ 
+
+
+ + Support +
+
+
+
+
diff --git a/sales_contract_and_recurring_invoices/views/account_move_views.xml b/sales_contract_and_recurring_invoices/views/account_move_views.xml
new file mode 100644
index 000000000..9591518db
--- /dev/null
+++ b/sales_contract_and_recurring_invoices/views/account_move_views.xml
@@ -0,0 +1,17 @@
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ +
My Contracts
++
| Contract Name | +Customer Name | +Start Date | +End Date | +Date of Next Invoice | +Stage | +|
|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | ++ + | ++ + Report + + | +
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ | Customer: | +
+ |
+ Reference: | +
+ |
+
|---|---|---|---|
| Recurring Period: | +
+ |
+ Company: | +
+ |
+
| Start Date: | +
+ |
+ End Date: | +
+ |
+
| Stage: | +
+ |
+ Date of Next Invoice: | +
+ |
+
Contract Lines
+| Product | +Description | +Order Qty | +Unit Price | +Subtotal | +
|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ Create a new record! +
+