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06b4f2576b
[FIX] - manual_renew_needed should be visible to all contract users [REF] - add _get_next_invoiced_period method [FIX] - Fix In progress contract filter [REF] - add method to get quantity to invoice the contract line quantity can be in some use cases variable, to simplify the way it is changed we add a new method _get_quantity_to_invoice. [FIX] - Onchange contract line don't reste contract lines [FIX] - Rename _get_invoiced_period to _get_period_to_invoice [ADD] - Add stop_at_date_end to _get_period_to_invoice [FIX] - Remove useless filter [FIX] - don't play onchange date_start for old lines on contract template change [FIX] - Fix stop post message [FIX] - Fix sale_contract_count should count all partner contract [FIX] - set recurring_next_date to False if contract line stoped at last date invoiced [FIX] - Group by next_invoice also considers dates in the past [IMP] - A canceled contract line can't be set to auto-renew [REF] Contract: pep8 [IMP] Contract: update USAGE section of README [IMP]call onchange_is_auto_renew when changing template
26 lines
1.5 KiB
ReStructuredText
26 lines
1.5 KiB
ReStructuredText
#. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts
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#. When creating a contract, fill fields for selecting the invoicing parameters:
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* a journal
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* a price list (optional)
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#. And add the lines to be invoiced with:
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* the product with a description, a quantity and a price
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* 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)
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* auto-price, for having a price automatically obtained from the price list
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* #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
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* pre-paid (invoice at period start) or post-paid (invoice at start of next period)
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#. 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.
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#. The *Show recurring invoices* shortcut on contracts shows all invoices created from the
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contract.
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#. The contract report can be printed from the Print menu
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#. The contract can be sent by email with the *Send by Email* button
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#. 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.
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