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[IMP] Sales: Subscriptions automated invoices edit #14315

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17 changes: 13 additions & 4 deletions content/applications/sales/subscriptions/scheduled_actions.rst
Original file line number Diff line number Diff line change
Expand Up @@ -44,8 +44,8 @@ results. The following documentation focuses on the last two results in the list
:alt: The subscription-related results on the scheduled actions page in Odoo Settings.

Determine if a scheduled action is active by looking under the :guilabel:`Active` column, in the
it's corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if
the checkbox is green with a check mark, the scheduled action is active.
corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the
checkbox is green with a check mark, the scheduled action is active.

If a scheduled action needs to be activated, click into the desired scheduled action from the list.

Expand Down Expand Up @@ -125,12 +125,21 @@ a :guilabel:`Payment Token` on the account.
To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other Info` tab, and look at
the :guilabel:`Payment Token` field, under the :guilabel:`Subscription` section.

If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
payment **must** be registered manually in this case.

.. image:: scheduled_actions/payment-token-field.png
:align: center
:alt: The Payment Token field under the Other Info tab on a subscription sales order form.

If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
payment **must** be registered manually in this case.
.. warning::
If the :guilabel:`Online payment` checkbox is ticked on the :guilabel:`Other Info` tab, invoices
are **not** automatically generated by the scheduled action on the date of the next invoice.
Instead, invoices are generated when the client completes the manual payments for the
subscription.

To use automatic payment and automatically generate invoices, this checkbox **must** remain
empty.

Closing invoices
----------------
Expand Down