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

[Martin Allen]

The invoice module currently has a status of ‘Credit Invoice’ so guess this would be the intended way of handling this.

From: vtigercrm-developers-bounces at lists.vtigercrm.com <vtigercrm-developers-bounces at lists.vtigercrm.com> On Behalf Of nilay khatri
Sent: 14 April 2022 04:23
To: vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] feature: create all invoices of a recurring salesorder ahead of time

This is good, but then it will also require to have credit notes.

Sales order serves as proforma invoices, and once payment are recieved, invoice is generated.

If invoices are created in advance, and if payments are not done or order is cancelled, then credit note will have to be generated.

On Wed, 13 Apr 2022 at 10:02 PM, Rubén A. Estrada Orozco <rulotec1 at gmail.com<mailto:rulotec1 at gmail.com>> wrote:
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:

[cid:image001.png at 01D84FE0.0A4321F0]

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:

[cid:image002.png at 01D84FE0.0A4321F0]

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:

[cid:image003.png at 01D84FE0.0A4321F0]


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:

[cid:image004.png at 01D84FE0.0A4321F0]

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<mailto: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<mailto: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/


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