Introduction to Odoo Subscriptions App

Configuring recurring plans

Go to Subscriptions > Configuration > Recurring Plans to set up how often customers are billed. Odoo includes Monthly, 6 Months and Yearly plans by default, and custom billing periods can be created. Each plan can define:

• Billing Period: the interval between charges.
• Automatic Closing: how many days a subscription is given before it is closed after a failed payment.
• Align to Period Start: bills new subscriptions from the start of the next billing period.

Self-service options

Each recurring plan has a Self-Service section that can allow customers to manage their own subscription from the customer portal: Closable lets them cancel it, Add Products lets them change quantities, and Renew lets them request a renewal.

Creating a subscription manually

1. Go to Sales or Subscriptions and click New.
2. Choose a Customer and a Recurring Plan, then add the product lines.
3. Click Send by Email or Confirm to activate the subscription.