How to create recurring invoices? [Closed]
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I'm trying to understand how to create recurring invoices. I don't see any simple way of doing this, or any step-by-step documentation on it.
It seems to have come up several times in the past under v5 and 6, with a variety of vague answers. Am I just missing an obvious solution?
Things start to become clear. The reason I couldn't find the Tools menu is because I hadn't authorised myself to 'Extra Tools'. Once you do that, things start to become simpler.
- Install Recurring Documents
- Make sure the user has rights to 'Extra Tools' in the Application section of User>Access Rights. (The 'Tools' menu will now be available on the top menu bar)
- Create your template invoice for the customer - this needs an invoice number, you can't leave it in draft
Go to Configuration>Recurring Events>Document Types and Create a new document type. Name - as required, Object is 'Invoice', mark as active
You could select a field and a default value for it - 'additional information' and 'current date' is all I've figured out Save
Go to Recurring Events>Subscriptions and Create a new subscription Give the subscription a useful name, you don't need to worry about partner, make it active.
For interval quantity and interval unit: 1 and monthly for an invoice per month, 3 and monthly for one per quarter, etc
For number of documents: 1 per invoice you want to raise, so 3 for a three payment agreement, -1 for rolling
For Source Document: Your document type, plus the initial template invoice you created
Cron Job: assign a cron job to manage this from Save and set to process
Wait until the Cron job has fired, go to Accounting>Customers>Customer Invoices. You should see a draft invoice..
Ideally, I'd like some sort of text describing the period I'm billing for in there - even if only a bald 'March' or 'March-May'. Haven't figured that out yet.
A useful step by step description with picture can be found here: http://acespritechblog.wordpress.com/2013/06/14/openerp-subscription-module-introduction/
Another possibility is to use the new Contracts module. You can use it to setup the active contract dates and get notified when the end of a contract is reached and renewal may be in order. You can also attach a sales order that can be used to generate the invoice.
However, all in all it is quite a hassle. It would be better if the contract module were extended as follows: a new field for the periodicity (monthly/quarterly/yearly), a flag indicating if the period is billed before or after, the number of days before or after each period, a list of products that needs to be billed (which is in essence a sales order). The scheduler should automatically create bills for new periods, taking both the product lists, any issues, timesheets and tasks into consideration.
Things are still not clear for me. Here are the steps I've followed from Eric's post above...
Installed Recurring Documents
The user has rights to 'Extra Tools' in the Application section of User>Access Rights. (The 'Tools' menu is now available on the top menu bar)
- Created your template invoice for the customer - this has an invoice number, it is validated but unpaid.
In Configuration>Recurring Events>Document Types: Created a new document type. Name - as required, Object is 'account.invoice', mark as active I did not select a field and a default value
In Recurring Events>Subscriptions: Created a new subscription Gave the subscription a useful name, did not specify a partner, made it active.
For interval quantity and interval unit: 1 and monthly for an invoice per month
For number of documents: 1 per invoice you want to raise
For First Date: 01/01/2013 00:01:58
For Source Document: Your previous document type, plus the initial template invoice I created
Cron Job: defined a new cron job to manage this, made it active, priority 5, Interval Number and Unit set to 1 and month, Next Execution Date set to 01/01/2013, Number of Calls set to 1 and repeat if missed.
Rather then wait for the Cron job to fired, I'm expecting to go to Accounting>Customers>Customer Invoices: and see a draft invoice for each of the previous 3-4 months that should have fired... Instead, all I see is my Template Invoice.
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|Asked: 2/14/13, 11:32 AM|
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|Last updated: 7/2/15, 9:22 AM|