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128 lines
4.4 KiB
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128 lines
4.4 KiB
ReStructuredText
================================
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Contracts Management - Recurring
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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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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/12.0/contract
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-contract
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/110/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module enables contracts management with recurring
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invoicing functions. Also you can print and send by email contract report.
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It works for customer contract and supplier contracts.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To view discount field in contract line, you need to set *Discount on lines* in
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user access rights.
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Usage
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=====
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To use this module, you need to:
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#. Go to Accounting -> Contracts and select or create a new contract.
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#. Check *Generate recurring invoices automatically*.
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#. Fill fields for selecting the recurrency and invoice parameters:
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* Journal
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* Pricelist
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* Period. It can be any interval of days, weeks, months, months last day or
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years.
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* Start date and next invoice date.
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* Invoicing type: pre-paid or post-paid.
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#. Add the lines to be invoiced with the product, description, quantity and
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price.
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#. You can mark Auto-price? for having a price automatically obtained applying
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the pricelist to the product price.
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#. 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.
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#. Choosing between pre-paid and post-paid, you modify the dates that are shown
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with the markers.
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#. A cron is created with daily interval, but if you are in debug mode, you can
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click on *Create invoices* to force this action.
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#. Click *Show recurring invoices* link to show all invoices created by the
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contract.
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#. Click on *Print > Contract* menu to print contract report.
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#. Click on *Send by Email* button to send contract by email.
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Known issues / Roadmap
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======================
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* Recover states and others functional fields in Contracts.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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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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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* OpenERP SA
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* Tecnativa
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* LasLabs
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Contributors
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~~~~~~~~~~~~
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* Pedro M. Baeza <pedro.baeza@tecnativa.com>
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* Carlos Dauden <carlos.dauden@tecnativa.com>
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* Angel Moya <angel.moya@domatix.com>
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* Dave Lasley <dave@laslabs.com>
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* Vicent Cubells <vicent.cubells@tecnativa.com>
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* Miquel Raïch <miquel.raich@eficent.com>
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* Souheil Bejaoui <souheil.bejaoui@acsone.eu>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/contract>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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