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<title>Contracts Management - Recurring</title> |
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<title>Recurring - Contracts Management</title> |
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<div class="document" id="contracts-management-recurring"> |
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<h1 class="title">Contracts Management - Recurring</h1> |
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<div class="document" id="recurring-contracts-management"> |
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<h1 class="title">Recurring - Contracts Management</h1> |
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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@ -393,33 +393,32 @@ user access rights.</p> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
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<p>To use this module, you need to:</p> |
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<ol class="arabic simple"> |
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<li>Go to Accounting -> Contracts and select or create a new contract.</li> |
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<li>Check <em>Generate recurring invoices automatically</em>.</li> |
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<li>Fill fields for selecting the recurrency and invoice parameters:<ul> |
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<li>Journal</li> |
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<li>Pricelist</li> |
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<li>Period. It can be any interval of days, weeks, months, months last day or |
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years.</li> |
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<li>Start date and next invoice date.</li> |
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<li>Invoicing type: pre-paid or post-paid.</li> |
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<li>Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts</li> |
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<li>When creating a contract, fill fields for selecting the invoicing parameters:<ul> |
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<li>a journal</li> |
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<li>a price list (optional)</li> |
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</ul> |
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</li> |
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<li>Add the lines to be invoiced with the product, description, quantity and |
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price.</li> |
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<li>You can mark Auto-price? for having a price automatically obtained applying |
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the pricelist to the product price.</li> |
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<li>You have the possibility to use the markers #START# or #END# in the |
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description field to show the start and end date of the invoiced period.</li> |
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<li>Choosing between pre-paid and post-paid, you modify the dates that are shown |
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with the markers.</li> |
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<li>A cron is created with daily interval, but if you are in debug mode, you can |
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click on <em>Create invoices</em> to force this action.</li> |
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<li>Click <em>Show recurring invoices</em> link to show all invoices created by the |
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<li>And add the lines to be invoiced with:<ul> |
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<li>the product with a description, a quantity and a price</li> |
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<li>the recurrence parameters: interval (days, weeks, months, months last day or years), |
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start date, date of next invoice (automatically computed, can be modified) and end date (optional)</li> |
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<li>auto-price, for having a price automatically obtained from the price list</li> |
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<li>#START# or #END# in the description field to display the start/end date of |
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the invoiced period in the invoice line description</li> |
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<li>pre-paid (invoice at period start) or post-paid (invoice at start of next period)</li> |
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</ul> |
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</li> |
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<li>The “Generate Recurring Invoices from Contracts” cron runs daily to generate the invoices. |
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If you are in debug mode, you can click on the invoice creation button.</li> |
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<li>The <em>Show recurring invoices</em> shortcut on contracts shows all invoices created from the |
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contract.</li> |
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<li>Click on <em>Print > Contract</em> menu to print contract report.</li> |
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<li>Click on <em>Send by Email</em> button to send contract by email.</li> |
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<li>The contract report can be printed from the Print menu</li> |
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<li>The contract can be sent by email with the <em>Send by Email</em> button</li> |
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<li>Contract templates can be created from the Configuration -> Contracts -> Contract Templates menu. |
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They allow to define default journal, price list and lines when creating a contract. |
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To use it, just select the template on the contract and fields will be filled automatically.</li> |
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</ol> |
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</div> |
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<div class="section" id="known-issues-roadmap"> |
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@ -456,6 +455,9 @@ If you spotted it first, help us smashing it by providing a detailed and welcome |
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<li>Vicent Cubells <<a class="reference external" href="mailto:vicent.cubells@tecnativa.com">vicent.cubells@tecnativa.com</a>></li> |
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<li>Miquel Raïch <<a class="reference external" href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></li> |
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<li>Souheil Bejaoui <<a class="reference external" href="mailto:souheil.bejaoui@acsone.eu">souheil.bejaoui@acsone.eu</a>></li> |
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<li>Thomas Binsfeld <<a class="reference external" href="mailto:thomas.binsfeld@acsone.eu">thomas.binsfeld@acsone.eu</a>></li> |
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<li>Rafael Blasco <<a class="reference external" href="mailto:rafael.blasco@tecnativa.com">rafael.blasco@tecnativa.com</a>></li> |
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<li>Guillaume Vandamme <<a class="reference external" href="mailto:guillaume.vandamme@acsone.eu">guillaume.vandamme@acsone.eu</a>></li> |
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</ul> |
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</div> |
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<div class="section" id="maintainers"> |
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OCA-git-bot
5 years ago