How to Consolidate Subscription Billing in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 New Features – CBMS Odoo ERP

How to Consolidate Subscription Billing in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 New Features – CBMS Odoo ERP

Consolidating Subscription Billing in Odoo 18 Sales

Odoo 18 offers a streamlined way to consolidate multiple subscription orders into a single invoice, simplifying your billing process. Here’s a step-by-step guide:

1. Enable Consolidated Billing:

Navigate to Settings — Configuration — Invoicing.
Check the box for Consolidate Subscriptions Billing.
Save the changes.

2. Create Multiple Subscription Orders:

Create multiple subscription orders for a single customer. Ensure they have the same billing cycle and payment terms.

3. Generate Consolidated Invoice:

Go to Sales — Sales Orders.
Select the desired subscription orders.
Click the Create Invoice button.
A wizard will appear.
Check the Consolidated Billing box.
Click Create Draft Invoice.

– Billing Cycle and Payment Terms: Ensure all subscriptions have the same billing cycle and payment terms for successful consolidation.

– Product and Price: The products and their respective prices on the consolidated invoice will be based on the original subscription orders.

– Invoice Date: The consolidated invoice date will typically be the invoice date of the earliest subscription order.

– Payment Methods: The payment method for the consolidated invoice will be the same as the original subscription orders.

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