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</head> |
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<body> |
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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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|
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/contract"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-contract"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>This module brings back the contracts management with recurring invoicing |
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features. Also you can print and send by email contract report.</p> |
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<p>In upstream Odoo, this functionality was moved into the Enterprise edition.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
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<p>To view discount field in contract line, you need to set <em>Discount on lines</em> in |
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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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</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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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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</ol> |
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</div> |
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<div class="section" id="known-issues-roadmap"> |
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<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> |
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<ul class="simple"> |
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<li>Recover states and others functional fields in Contracts.</li> |
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</ul> |
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</div> |
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<div class="section" id="bug-tracker"> |
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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<a class="reference external" href="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**">feedback</a>.</p> |
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<p>Do not contact contributors directly about support or help with technical issues.</p> |
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</div> |
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<div class="section" id="credits"> |
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<h1><a class="toc-backref" href="#id5">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id6">Authors</a></h2> |
|||
<ul class="simple"> |
|||
<li>OpenERP SA</li> |
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<li>Tecnativa</li> |
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<li>LasLabs</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
|||
<h2><a class="toc-backref" href="#id7">Contributors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Pedro M. Baeza <<a class="reference external" href="mailto:pedro.baeza@tecnativa.com">pedro.baeza@tecnativa.com</a>></li> |
|||
<li>Carlos Dauden <<a class="reference external" href="mailto:carlos.dauden@tecnativa.com">carlos.dauden@tecnativa.com</a>></li> |
|||
<li>Angel Moya <<a class="reference external" href="mailto:angel.moya@domatix.com">angel.moya@domatix.com</a>></li> |
|||
<li>Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></li> |
|||
<li>Vicent Cubells <<a class="reference external" href="mailto:vicent.cubells@tecnativa.com">vicent.cubells@tecnativa.com</a>></li> |
|||
</ul> |
|||
</div> |
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<div class="section" id="maintainers"> |
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<h2><a class="toc-backref" href="#id8">Maintainers</a></h2> |
|||
<p>This module is maintained by the OCA.</p> |
|||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
|||
mission is to support the collaborative development of Odoo features and |
|||
promote its widespread use.</p> |
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/contract">OCA/contract</a> project on GitHub.</p> |
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
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</div> |
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</div> |
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</div> |
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</body> |
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</html> |
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