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Recurring Invoices & Documents in Odoo v10
Topics
Introduction Recurring Invoices & Documents
0:00:01
Creating a Draft Vendor Bill
0:00:37
Installing Recurring Documents module(subscription)
0:02:11
Creating new recurring type
0:02:53
Creating new recurring document
0:03:39
Setting and running the cron job
0:05:05
Generating document current date
0:06:30

Recurring Invoices & Documents in Odoo v10

Subscription only

Often times businesses will need to have recurring documents that are produced at regular intervals. A common example is customer invoices that must be sent out once a month. Odoo provides a robust framework for creating recurring invoices, purchase orders, and other recurring documents to meet your business requirements.

Video Length:   8 Minutes
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Automating your business with recurring documents

Increasingly businesses are looking for ways to establish passive revenue streams that are billed monthly, quarterly, or annually. At first when installing sales or purchasing Odoo does not appear to have the ability to setup recurring invoices or purchase orders. Like most of Odoo's advanced functionality, Odoo takes a modular approach in implementing recurring documents.

Using Odoo's Recurring Documents Module

Instead of creating unique functionality within sales, purchasing, manufacturing, etc. Odoo provides a Recurring Documents module that allows you to create recurring documents within any application. In this video we walk you through step by step how to setup recurring documents in Odoo.

Useful for automated invoicing and purchasing

In this example we examine how to setup a recurring invoicing workflow in which invoices are automatically generated monthly. The setup is configured server side and runs as a cron job. This allows you full integration with Odoo's services, logging, and audit capabilities. The result is a robust architecture for automating your recurring documents in Odoo.

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Learning to implement Automation in Odoo

As you can see in this example from the video, Odoo provides a flexible system for configuring recurring documents. Once you learn how to configure automation in Odoo you will be well on your way to implementing Odoo to meet business requirements. More and more the ability to automate tasks is an important aspect of a successful integration.

Even better, you can create fields that are populated from Odoo models to plug into your newly created documents. For example, when a new invoice is created you will learn how to plug the current date into the document instead of leaving it blank or using the date that was provided in the template. Use these techniques to take your Odoo development skills to the next level.