From b4cd23465f66948cfd03a1e03fa5a92bb5472f0a Mon Sep 17 00:00:00 2001 From: jero-odoo Date: Thu, 14 Aug 2025 16:20:50 +0000 Subject: [PATCH] [IMP] Sales: Subscriptions automated invoices edit X-original-commit: 23d7afd89c764871581c817113f09614a5099d14 Co-authored-by: Felicia Kuan --- .../sales/subscriptions/scheduled_actions.rst | 17 +++++++++++++---- 1 file changed, 13 insertions(+), 4 deletions(-) diff --git a/content/applications/sales/subscriptions/scheduled_actions.rst b/content/applications/sales/subscriptions/scheduled_actions.rst index 57c5cf7496..c4cf0fb45d 100644 --- a/content/applications/sales/subscriptions/scheduled_actions.rst +++ b/content/applications/sales/subscriptions/scheduled_actions.rst @@ -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. @@ -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 ----------------