================================ Contracts Management - Recurring ================================ .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github :target: https://github.com/OCA/contract/tree/12.0/contract :alt: OCA/contract .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-contract :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/110/12.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| This module enables contracts management with recurring invoicing functions. Also you can print and send by email contract report. It works for customer contract and supplier contracts. **Table of contents** .. contents:: :local: Configuration ============= To view discount field in contract line, you need to set *Discount on lines* in user access rights. Usage ===== To use this module, you need to: #. Go to Accounting -> Contracts and select or create a new contract. #. Check *Generate recurring invoices automatically*. #. Fill fields for selecting the recurrency and invoice parameters: * Journal * Pricelist * Period. It can be any interval of days, weeks, months, months last day or years. * Start date and next invoice date. * Invoicing type: pre-paid or post-paid. #. Add the lines to be invoiced with the product, description, quantity and price. #. You can mark Auto-price? for having a price automatically obtained applying the pricelist to the product price. #. You have the possibility to use the markers #START# or #END# in the description field to show the start and end date of the invoiced period. #. Choosing between pre-paid and post-paid, you modify the dates that are shown with the markers. #. A cron is created with daily interval, but if you are in debug mode, you can click on *Create invoices* to force this action. #. Click *Show recurring invoices* link to show all invoices created by the contract. #. Click on *Print > Contract* menu to print contract report. #. Click on *Send by Email* button to send contract by email. Known issues / Roadmap ====================== * Recover states and others functional fields in Contracts. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * OpenERP SA * Tecnativa * LasLabs Contributors ~~~~~~~~~~~~ * Pedro M. Baeza * Carlos Dauden * Angel Moya * Dave Lasley * Vicent Cubells * Miquel Raïch * Souheil Bejaoui Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. This module is part of the `OCA/contract `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.