Hi Everyone,
I want to create a single invoice from all the quotations that has been generated form one customer in end of month.
is it possible or we need to customize anything?
Odoo is the world's easiest all-in-one management software.
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This question has been flagged
Consolidating multiple subscription quotations into a single invoice at the end of the month in Odoo is achievable through the Consolidate Subscriptions Billing feature. Here's how you can set this up:
1. Activate Consolidated Billing:
-
Navigate to Sales Settings:
- Go to Sales → Configuration → Settings.
- Under the Invoicing section, enable Consolidate subscriptions billing.
- Save the changes.
This configuration allows Odoo to combine multiple subscriptions for the same customer into a single invoice when they are billed on the same date.
2. Create Subscription Quotations:
-
Generate Quotations:
- For each subscription service, create a quotation for the customer.
- Ensure that the Customer and Invoice Address fields are identical across all quotations to be consolidated.
-
Confirm Quotations:
- Once the customer approves, confirm each quotation to convert them into active subscriptions.
3. Invoice Subscriptions:
-
Select Subscriptions:
- Navigate to the Subscriptions module.
- Filter and select all active subscriptions for the customer that are due for invoicing.
-
Create a Consolidated Invoice:
- Click on Action and choose Create Invoice.
- In the pop-up, ensure the Consolidated Billing option is selected.
- Proceed to generate the draft invoice.
-
Review and Confirm:
- Open the draft invoice to review the consolidated charges.
- Confirm and send the invoice to the customer.
By following these steps, Odoo will generate a single invoice encompassing all selected subscriptions for the customer.
At Wan Buffer Services, we have extensive experience in configuring and customizing Odoo's subscription management to align with unique business requirements. If you need assistance in setting up consolidated billing or tailoring the invoicing process to your needs, feel free to reach out.
Thanks
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