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Scheduled actions

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Scheduled actions automate recurring, time-based tasks in Odoo, and two or three of them specifically manage the subscription billing lifecycle: generating invoices and payments, closing expired subscriptions, and reminding customers with no saved payment method.

Scheduled actions used by Subscriptions

  • Sale Subscription: generate recurring invoices and payments: creates invoices when a subscription’s next invoice date arrives, and can close a subscription if payment continues to fail.
  • Sale Subscription: subscriptions expiration: closes subscriptions once their end date has passed or an invoice remains unpaid beyond the allowed period.
  • Sale Subscription: send reminder for subscriptions with no token: sends a payment reminder when a subscription has no saved payment token.

These actions are active by default but can be deactivated for businesses that prefer to manage billing manually.

Accessing scheduled actions

  1. Activate developer mode, then go to Settings > Technical > Scheduled Actions.

Search for “Subscription” to find the relevant actions. A green checkbox in the Active column shows an action is running; open an action to toggle it, or change how often it runs in the Execute Every field. It should not be set to run more often than every five minutes.

Generating recurring invoices

This requires Deferred Expense and Deferred Revenue accounts to be set under Accounting > Configuration > Settings. An invoice is created when today matches the subscription’s Next Invoice date. If the invoicing policy is based on delivered quantities and nothing has been delivered, no invoice is created and the subscription is treated as free instead.

If a payment token exists on the subscription, Odoo attempts to charge automatically. Without one, the invoice is generated but must be paid manually. If the Online Payment checkbox is ticked on the subscription, invoices are only generated once the customer pays manually, so leave it unticked for fully automated billing.

Closing expired subscriptions

This action checks whether a subscription’s end date has passed, or whether an invoice remains unpaid beyond the number of days set in the Automatic Closing field of its recurring plan, and closes the subscription if so.

Frequently asked questions

Do I need developer mode to see scheduled actions?

Yes, activate developer mode first, then go to Settings > Technical > Scheduled Actions.

What accounts must be set up for recurring invoices to generate?

Deferred Expense and Deferred Revenue accounts, configured under Accounting > Configuration > Settings.

What happens if a subscription has no payment token?

Odoo generates the invoice but the customer must pay it manually, and a reminder is sent via the no-token scheduled action.

Need help?

Need help configuring subscription billing automation in Odoo? Contact support@thoughtlogik.com or see our Odoo optimisation services.

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