Recurring Bill

Question

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

Paresh Wagh · Answer

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 [1]

[1] https://www.odoo.com/documentation/15.0/applications/sales/subscriptions.html

Umer Younus · Answer

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

Patrik · Answer

Thank you Paresh, much appretiated

Cybrosys Techno Solutions Pvt.Ltd · Answer

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

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