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[IMP] Sales: Subscriptions automated invoices edit

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closes odoo/documentation#14318

X-original-commit: 23d7afd89c
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
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jero-odoo
2025-08-14 16:20:50 +00:00
parent 6622e600db
commit 9a06e69204
1 changed files with 13 additions and 4 deletions
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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
: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
----------------