Renew subscriptions¶
Subscription renewal is the process customers follow when they willingly choose to continue a subscription product or service. Subscribers go through the renewal process at different intervals -- weekly, monthly, annually, etc. -- depending on the duration of the agreed-upon contract. 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 locate customers who need to renew their subscriptions.
Create a renewal manually¶
In order to create a renewal quotation, there are certain prerequisites that a subscription must meet.
A quotation with a subscription product must be confirmed.
A configured recurring plan must be selected.
Payment from the customer for the initial subscription must be invoiced and registered.
To check if an existing subscription quotation meets the prerequisites, navigate to and select the desired quotation from the list. Properly configured subscriptions show as being in the Sales Order stage, have an In Progress tag, and have the Renew button in the row of buttons directly above the order form.
When the Renew button is clicked, Odoo instantly presents a new renewal quotation, complete with a Renewal Quotation tag. Important reference information like the start date and next invoice date are automatically added to the renewal quotation's chatter.
From here, follow the standard sales flow to confirm the quotation, invoice the order, and register payment.
Once the renewal quotation is confirmed, it becomes a sales order and a Sales History smart button appears at the top of the page. When the Sales History smart button is clicked, Odoo loads a new page showcasing the different sales orders attached to this subscription, along with their individual Subscription Status.
Penting
On rare occasions, automatic payments can fail to register properly, which results in a Payment Failure tag on the sales order and the Contract in exception checkbox being automatically ticked in the Subscription section of the sales order's Other Info tab.
Being marked Contract in exception prevents scheduled actions from running, which keeps the system from accidentally double-charging the customer if the automatic payment actually went through. Because the status of the payment failed to register with the system, users must manually check if the payment has been made before automatic payments and other scheduled actions can resume.
To do this, navigate to . Click into the desired subscription, then check the Chatter to see if the payment was made.
If the payment was not made, first enter developer mode. Then, click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order and confirm that 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 the invoice is created, enter developer 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 confirm that the Payment Failure tag is gone.
The Contract in exception option selected with the Payment Failure tag shown.¶
In both cases, once the Contract in exception checkbox is no longer ticked, Odoo handles renewals automatically again. If the subscription remains in Payment Failure, it is ignored by Odoo until the sales order is closed.