My company is sending hundreds of invoices a month. Clients are recurent, and on a monthly basis quantities and products are changing.
I explored the import button, managed to create a draft invoice with the following CSV (sorry for ugly formatting, i don't manage to get it right) :
|__export__.account_account_156||, base.main_company||base.EUR,||__export__.account_account_156,||Bonne Action||1||0.69||__export__.account_journal_1||, __export__.res_partner_136|
However, I expected standard information such as taxes, invoice number, dates, payement terms, etc. would be filled in automatically (as when creating the invoice manually) but it doesn't. All those fields are empty in my draft invoice. It seems like I am not in the same workflow as when I am creating the invoice manually.
Is there a way to be in the same workflow so that odoo calculates taxes, dates, etc. automatically as it usually does ?
I am using Odoo 8 and I am new to Odoo.
When you create invoice manually then conform and follow below steps :
-> Taxes and payment terms you have to set in related customer that you have selected in invoice.
-> Invoice date will be set automatically when you click on validate button, it will not set automatically in draft state (means at time of creation)
-> Invoice Number will be set automatically when you validate invoice, for invoice number if you want to see in detail can go in Settings -> Accounting -> eInvoicing & Payment. In that you can see Next Invoice Number (for both supplier invoice and customer invoice). and for more detail you can go in Settings - > Sequences & Identifiers -> Sequences.
I got a 403 error when trying to edit message above. Here is a better overview of the imported fields:
Did you check the Subscription module of Odoo 9 Enterprise. It allows to manage contracts & plans and automate invoicing (as well as payments if you support credit cards).
In addition to automating billing and payments, it provides great dashboards for recurring business: mrr, churn, cltv, ...
We use this module to manage thousands of our customers with complex offers: monthly, yearly, multi-year, options, ability to switch plans, customer portal...
All you have to do is to import quantities to bill on each contract periodically.
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|Asked: 7/1/16, 12:17 PM|
|Seen: 376 times|
|Last updated: 7/5/16, 4:16 AM|