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  1. ================================
  2. Contracts Management - Recurring
  3. ================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
  15. :target: https://github.com/OCA/contract/tree/11.0/contract
  16. :alt: OCA/contract
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module enables contracts management with recurring
  25. invoicing functions. Also you can print and send by email contract report.
  26. It works for customer contract and supplier contracts.
  27. **Table of contents**
  28. .. contents::
  29. :local:
  30. Configuration
  31. =============
  32. To view discount field in contract line, you need to set *Discount on lines* in
  33. user access rights.
  34. Usage
  35. =====
  36. To use this module, you need to:
  37. #. Go to Accounting -> Contracts and select or create a new contract.
  38. #. Check *Generate recurring invoices automatically*.
  39. #. Fill fields for selecting the recurrency and invoice parameters:
  40. * Journal
  41. * Pricelist
  42. * Period. It can be any interval of days, weeks, months, months last day or
  43. years.
  44. * Start date and next invoice date.
  45. * Invoicing type: pre-paid or post-paid.
  46. #. Add the lines to be invoiced with the product, description, quantity and
  47. price.
  48. #. You can mark Auto-price? for having a price automatically obtained applying
  49. the pricelist to the product price.
  50. #. You have the possibility to use the markers #START# or #END# in the
  51. description field to show the start and end date of the invoiced period.
  52. #. Choosing between pre-paid and post-paid, you modify the dates that are shown
  53. with the markers.
  54. #. A cron is created with daily interval, but if you are in debug mode, you can
  55. click on *Create invoices* to force this action.
  56. #. Click *Show recurring invoices* link to show all invoices created by the
  57. contract.
  58. #. Click on *Print > Contract* menu to print contract report.
  59. #. Click on *Send by Email* button to send contract by email.
  60. Known issues / Roadmap
  61. ======================
  62. * Recover states and others functional fields in Contracts.
  63. Bug Tracker
  64. ===========
  65. Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
  66. In case of trouble, please check there if your issue has already been reported.
  67. If you spotted it first, help us smashing it by providing a detailed and welcomed
  68. `feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  69. Do not contact contributors directly about support or help with technical issues.
  70. Credits
  71. =======
  72. Authors
  73. ~~~~~~~
  74. * OpenERP SA
  75. * Tecnativa
  76. * LasLabs
  77. Contributors
  78. ~~~~~~~~~~~~
  79. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  80. * Carlos Dauden <carlos.dauden@tecnativa.com>
  81. * Angel Moya <angel.moya@domatix.com>
  82. * Dave Lasley <dave@laslabs.com>
  83. * Vicent Cubells <vicent.cubells@tecnativa.com>
  84. * Miquel Raïch <miquel.raich@eficent.com>
  85. Maintainers
  86. ~~~~~~~~~~~
  87. This module is maintained by the OCA.
  88. .. image:: https://odoo-community.org/logo.png
  89. :alt: Odoo Community Association
  90. :target: https://odoo-community.org
  91. OCA, or the Odoo Community Association, is a nonprofit organization whose
  92. mission is to support the collaborative development of Odoo features and
  93. promote its widespread use.
  94. This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/contract>`_ project on GitHub.
  95. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.