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Monthly billing/invoice in Openerp

Alec Mouti
on 5/30/13, 1:29 PM 6,574 views

Greetings, I need guidance on how to perform monthly billing on openerp 7.0.
According to Openerp 7.0 release notes and some phorum this can be accomplished using contract Management module. however, there is no clear steps out there that explains this. I tried it out but something is not adding up. Ok, here is my scenario, Insurance products are billed monthly for the duration of the covered period (contract) Lets say if the amount is $3600 for a year, the monthly bill should be 3600/12 = 300. The contract module should automatically send an invoice to the customer on certain day of every month. How I configure contract management module to perform this? If you charge for this kind of services, let me know. Thank you


Kevin McMenamin

--Kevin McMenamin--
| 5 2 6
Auckland, New Zealand
--Kevin McMenamin--
Kevin McMenamin
On 5/30/13, 6:38 PM

as an alternative if you can't figure contracts out, have a look at automated actions - seems to be quite powerful & you can set up a date based action to copy an existing document to create a new document.

Thanks Kevin, I will definitely look at your suggestion and update this post on the outcome.

Alec Mouti
on 5/31/13, 6:40 AM

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Asked: 5/30/13, 1:29 PM
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Last updated: 3/16/15, 8:10 AM