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[IMP] Sales: Subscriptions automated invoices edit
closes #14317 X-original-commit: 23d7afd Signed-off-by: Jessica Rogers (jero) <[email protected]> Co-authored-by: Felicia Kuan <[email protected]>
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content/applications/sales/subscriptions/scheduled_actions.rst

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@@ -44,8 +44,8 @@ results. The following documentation focuses on the last two results in the list
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:alt: The subscription-related results on the scheduled actions page in Odoo Settings.
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Determine if a scheduled action is active by looking under the :guilabel:`Active` column, in the
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it's corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if
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the checkbox is green with a check mark, the scheduled action is active.
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corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the
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checkbox is green with a check mark, the scheduled action is active.
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If a scheduled action needs to be activated, click into the desired scheduled action from the list.
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@@ -125,12 +125,21 @@ a :guilabel:`Payment Token` on the account.
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To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other Info` tab, and look at
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the :guilabel:`Payment Token` field, under the :guilabel:`Subscription` section.
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If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
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payment **must** be registered manually in this case.
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.. image:: scheduled_actions/payment-token-field.png
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:align: center
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:alt: The Payment Token field under the Other Info tab on a subscription sales order form.
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If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
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payment **must** be registered manually in this case.
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.. warning::
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If the :guilabel:`Online payment` checkbox is ticked on the :guilabel:`Other Info` tab, invoices
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are **not** automatically generated by the scheduled action on the date of the next invoice.
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Instead, invoices are generated when the client completes the manual payments for the
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subscription.
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To use automatic payment and automatically generate invoices, this checkbox **must** remain
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empty.
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Closing invoices
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----------------

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