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Hi,

This question is for Odoo version 15.

How can I automate the recurring invoice/bill process here? 


For example:


I want to issue a bill every month for 1 year. Product, amount, tax code etc should be the same but there should be A new bill every month. How can I automate this process?


Thank you


Avatar
Buang

In V16, you can achieve this with 'Auto Post' on the other info tab of an invoice

Jawaban Terbai

Hi Patrik:

You can do this using the Subscription app and setting up your product as a Subscription product. This app is available in the Enterprise Edition.

You can find more details about the Subscription app here: Subscriptions — Odoo 15.0 documentation

Avatar
Buang
Penulis

Thank you Paresh,

Do you know if there is a way without using an app?

Hi Patrik: If you do not want to install Subscriptions, you will need to develop a customization.

Jawaban Terbai

Hi 

Goto Other Info tab of your Bill / Invoice. 

then click on Auto Post. ( image is shown below for your ease. ) 

You can select Monthly , Quarterly, Yearly or specific dates.

You can do this for the both Bills and Invoices  



Avatar
Buang
Penulis Jawaban Terbai

Thank you Paresh, much appretiated

Avatar
Buang
Jawaban Terbai

Hi,

Try the following steps.

  • Go to the Accounting module in Odoo and click on "Recurring Documents" in the left-hand menu.
  • Click on "Create" to create a new recurring document.
  • Select "Customer Invoice" as the document type.
  • Fill in the details of the invoice, including the customer, product, amount, and tax code.
  • In the "Recurrence" section, set the frequency to "Monthly" and specify the number of months for which you want to generate the invoice.
  • Choose the start date for the recurring invoice.
  • Save the recurring document.

Regards

Avatar
Buang
Penulis

Hi,

Is this version 15? (Without using an app?). I can not see those options.

Thank you

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