[Vtigercrm-developers] feature: create all invoices of a recurring salesorder ahead of time

[Rubén A. Estrada Orozco]

Well, generally speaking, the normal flow is Quote -> SO -> Invoice, I
think. At least in Vtiger, you can create an Invoice from a Sales Order but
not the other way around:

[image: image.png]

Also, the essence of the Sales Order is getting whatever you sell delivered
to the customer. Taking a look at the "Status" field options makes that
clear:

[image: image.png]

Whereas invoices have a different intention. They are related to the
monetary transaction. And from the business point of view, the main goal is
making sure invoices  get paid. Again, taking a look at the Status field
makes that clear:

[image: image.png]


Now, to answer Martin's question about the business case specific for the
feature I added. The scenario is as follows: There are businesses that need
to charge a fee periodically. Monthly or annual charges are typical. As a
business you want to make sure the client remembers he has to pay and also
make sure you remember to follow up on the payment and cancel the service
in case the client does not pay. So this is where the "Recurring Invoice"
functionality in sales orders comes in hand. You can specify you want to
create monthly invoices automatically from a given sales order:

[image: image.png]

So Vtiger will generate (via one of the cron jobs) invoices on the specific
date according to your configuration. Vtiger remembers to create the
invoices so you don't have to.

More specifically, the feature I added is a use case that a client
requested. They want to have the invoices generated beforehand and not via
the cron job on the specific invoice date. So that when the end customer
goes to his portal account, they can see the whole list of future invoices
and when the payments are due.

Saludos

Rubén


On Wed, Apr 13, 2022 at 9:30 AM Angelo Paglialonga <
info at angelopaglialonga.com> wrote:

> Hi Alan, I would like to add that sales orders are useful for product
> selling businesses, ecommerce stores and services businesses with a long
> sales process.
> All the best
> _______________
>
> Angelo Paglialonga
> Consulente per soluzioni CRM ad alto ROI.
>
> Telefono: 3386077866
> Skype: angelo.paglialonga
> Web: https://www.angelopaglialonga.com
>
>
>
> > Il giorno 13 apr 2022, alle ore 16:10, Alan Lord <alanslists at gmail.com>
> ha scritto:
> >
> > On 13/04/2022 14:42, Martin Allen wrote:
> >> Can you explain the business case / process behind generating Invoices
> from Sales Orders? My understanding was that Sales Orders were generated
> from Invoices….?
> >
> > In my albeit limited experience of implementing ERP systems, Sales
> Orders were generally used as an interim document to be used internally for
> resource scheduling, planning, and occasionally generating Purchase orders,
> once a Quotation had been accepted. The Invoice was genreally created after
> this.
> >
> > I should also add, that the vast majority of business I came across
> never used Sales Orders at all.
> >
> >
> > Alan
> >
> >
> > _______________________________________________
> > http://www.vtiger.com/
>
>
> _______________________________________________
> http://www.vtiger.com/
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