Abonnements erneuern

The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service.

Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service.

Abonnenten durchlaufen diesen Erneuerungsprozess in unterschiedlichen Abständen – wöchentlich, monatlich, jährlich usw. –, je nach Laufzeit des vereinbarten Vertrages.

Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases.

With the Odoo Subscriptions application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions.

Abonnementerneuerungen

In order to renew a subscription, a quotation with a subscription product must be confirmed, with a configured Recurring Plan selected.

To open a subscription quotation, navigate to Subscriptions app ‣ Subscriptions ‣ Quotations, and select the desired quotation from the list. Or, create a new one by clicking New to open a new quotation form.

Bemerkung

  • Nur ein einzelnes Produkt ist erforderlich.

  • A subscription service counts as a product, as it is considered a recurring product.

Subscription quotations must be confirmed, and payment from the customer for the initial subscription must be invoiced and registered in order to successfully open a Renewal Quotation.

Siehe auch

For more information on the above process of confirming quotations and invoicing payments, see: - Create quotations - Auftragsbestätigung bei Online-Zahlung

Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An In Progress tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a Renew button.

Schaltfläche „Erneuern“ auf einem Abo-Verkaufsauftrags mit Odoo Abonnements

Wenn Sie auf die Schaltfläche Erneuern klicken, zeigt Odoo sofort ein neues Erneuerungsangebot an, das mit dem Stichwort Erneurungsangebot versehen ist.

Erneuerungsangebot in Odoo Abonnements.

From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking Send by Email, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for.

Bemerkung

In the chatter of the Renewal Quotation, it is mentioned that this subscription is the renewal of the subscription from the original sales order.

Sobald das Erneuerungsangebot bestätigt ist, wird es zu einem Verkaufsauftrag, und eine intelligente Schaltfläche Verkaufshistorie erscheint oben auf der Seite.

Intelligente Schaltfläche „Verkaufshistorie“ in Odoo Abonnements.

Wenn Sie auf die intelligente Schaltfläche Verkaufshistorie klicken, öffnet Odoo eine separate Seite, auf der die verschiedenen Aufträge, die mit diesem Abonnement verbunden sind, zusammen mit ihrem jeweiligen Abonnementstatus angezeigt werden.

Erneuerungsangebot in Odoo Abonnements.

Sobald das Erneuerungsangebot bestätigt wurde, erscheint außerdem eine intelligente Schaltfläche MRR am oberen Rand des Verkaufsauftrags.

Intelligente Schaltfläche „MRR“ in Odoo Abonnements.

Wenn Sie darauf klicken, öffnet Odoo die Seite MRR-Analyse, auf der die monatlich wiederkehrenden Einnahmen für dieses spezielle Abonnement aufgeführt sind.

Wichtig

On rare occasions, automatic payment can fail, which results in a Payment Failure tag on the top-right of the sales order, if there is an error in the payment method.

This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again.

To do this, navigate to Subscriptions app ‣ Subscriptions ‣ Quotations. Click into the desired subscription, then check the Chatter to see if the payment was made.

If the payment was not made, first enter debug mode. Then, click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.

If the payment was made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter debug mode, and navigate to the new sales order. Click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.

The "contract in exception" option selected with the "payment failure" tag shown.

The contract in exception` option selected with the payment failure tag shown.

In both cases, once the Contract in exception option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in payment failure, it is skipped by Odoo until the sales order is closed.