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Define the invoice frequency for customers

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module extends the functionality of sales to support group by Invoicing frequency and to allow you to choose the right orders to invoice based on the frequency defined on the customer. On the partner, Invoicing frequency field is propagated to its children when changed.

Table of contents

Usage

To use this module, you need to:

  1. Go to Sales/Configuration/Invoicing frequency and create your custom frequencies.

  2. Set these frequencies in the customer form Sales and purchases tab.

  3. When a sale is created, the Invoicing frequency of the field partner_id is propagated.

  4. An user can change Invoicing frequency on sales and customers if has group account.group_account_invoice.

  5. You can change Invoicing frequency on a sale on the Other information tab without changing the customer frequency.

  6. When you want to invoice, group sales by Invoicing frequency and invoice it.

  7. You can create a CRON for each frequency to automate invoicing action.

Known issues / Roadmap

  • Add an automation to auto-invoice orders. Now must be done grouping orders by invoicing frequency and invoice them manually.

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 to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

Shide yajo EmilioPascual

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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