구독

The Odoo Subscriptions app is designed to manage recurring revenue through subscription-based products or services. It supports automated invoicing, renewal management, and customer lifecycle tracking.

Subscriptions can be created manually or automatically through online sales, with varying options for recurring billing. The app integrates with other Odoo modules such as Invoicing, CRM, Sales, and Helpdesk to support end-to-end subscription workflows.

Renew a subscription

Understand the core management activity for subscriptions

Upsell a subscription

Offer more value for current subscribers on the same sales order

Close a subscription

Customize subscription plan templates tailored to various product offerings

eCommerce integration

Offer subscription products through your Odoo eCommerce store

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Set up recurring plans

To get started with subscription products in Odoo, recurring plans (previously known as recurrence periods) must first be configured.

정기 구독이란 구독이 계속 활성화 상태가 될 수 있도록 만료 전에 갱신 기간을 지정하는 것을 의미합니다. 구독이 활성화되어 있는 동안 고객은 제품 또는 서비스를 받을 수 있으며, 고객 지원 데스크와 같은 추가 혜택도 가능합니다. 결제와 관련하여 이러한 정기 구독 요금제에는 고객이 구독 혜택을 계속 받으려면 유지해야 하는 청구 빈도를 지정하고 있습니다.

To configure recurring plans, go to Subscriptions app ‣ Configuration ‣ Recurring Plans.

By default, the Subscriptions app includes a number of common recurring plans already available, such as Monthly and Yearly.

Create a new recurring plan by clicking New on the Recurring Plans dashboard, to reveal a blank form where the plan Name, DETAILS, SELF-SERVICE and Pricing field values are specified.

A blank recurring plan form in the Odoo Subscriptions application.

중요

The Days unit of measure cannot be used as a Billing Period for subscription products. The daily recurrence period in Odoo is designated for rentals, and cannot be added to subscription-based sales orders.

이와 같이 제한하는 이유는 판매주문서에서 일 기준으로 청구서가 생성되는 것을 방지하기 위한 것입니다.

DETAILS section

After giving the recurring plan a suitable Name (e.g. Monthly, Bi-weekly, Quarterly, etc.), proceed to the form’s DETAILS section to fill out the following configuration fields:

  • Billing Period: determines the recurrence period of the recurring plan. Set the numerical value in the text field and contextualize the quantity with a unit of time in the corresponding drop-down menu, in Weeks, Months, or Years.

  • Automatic Closing: a numerical value, in days, where the subscription is set to close automatically if payment is not made.

    Example

    If a subscription is set to renew on the 1st of every month, and the Automatic Closing value is set to 15 Days, then the subscription will close on the 16th of that month if payment is not received.

  • Align to Period Start: optionally force new and recurring subscription renewal dates under this plan to the first day of what is defined in the Billing Period.

  • Company: optional assignment, if the database has Multi-company functionality enabled. Assigning this value will make the recurring plan available for that company’s location, specifically.

  • 청구서 이메일 템플릿: 구독 청구서를 발행할 때 커뮤니케이션에 활용할 이메일 템플릿을 지정합니다. 여기에서 기본적으로 청구서: 발송 이 지정되어 있으며, 제목 필드와 내용 탭에 고객명, 청구서 번호, 총 청구서 금액 등 내용이 자동 입력될 수 있도록 다양한 동적 필드가 포함되어 있습니다.

    팁

    Although this field is optional, it is recommended to use it since this type of communication fulfills good business practices around price transparency, regular customer communication (especially as it relates to charged amounts), and helps build contextual financial documentation around recurring revenues.

    An email template in Odoo used to send subscriptions invoicing messages to customers.

    The Invoice: Sending email template is accessible by clicking the (Internal link) that appears after hovering over the Invoice Email Template drop-down field in the Recurring Plans form.

SELF-SERVICE section

The following optional fields enable customers to take administrative actions on their own subscriptions. Enabling any of these options may decrease customer service request volume or increase customer lifetime value (LTV).

  • 닫기 가능: 이 확인란에 표시하면 고객이 직접 구독을 해지할 수 있게 됩니다. 이 옵션을 활성화하면 고객 서비스 요청 건수를 줄이고 전반적인 고객 경험을 개선할 수 있습니다. 고객 측에서 직접 구독을 관리할 수 있게 되면 영업팀이나 고객 지원팀의 반복적인 업무 부담을 덜어주고 부정적인 고객 리뷰를 작성할 가능성 또한 줄일 수 있습니다.

    팁

    일반적으로 해당 옵션을 활성화하는 것을 권장하나 강력한 고객 이탈 방지 절차를 보유한 영업팀에서는 해당 옵션을 선택하지 않는 것도 고려해 볼 수 있습니다. 이를 통해 고객과의 소통을 지속하여 구독을 그대로 유지하도록 고객을 솔득하거나 정기 결제 수익을 다른 형식으로도 창출해 낼 수 있기 때문입니다 (예: 낮은 요금제로 구독 변경 혹은 다른 요금제로 평가판 체험).

  • 품목 추가: 고객이 반복형 판매주문서에 새로운 품목을 추가하거나 기존 품목의 수량을 수정할 수 있도록 하여, 고객이 주도적으로 업셀링을 활성화할 수 있게 유도합니다. 이 기능을 활성화하면 고객이 판매주문서의 품목 내역에 대한 수량을 조정할 때마다 Odoo에 업셀링 견적서 가 생성됩니다.

  • Renew: enabling this allows customers to manually create a Renewal quotation for their subscription.

  • Optional Plans: adding values here from the drop-down field menu enables customers to switch their subscription plans, in which case a new subscription quotation or renewal quote is created to accommodate the change request.

Pricing tab

Make product-specific pricing adjustments, as part of the recurring plan, by adding them to the Pricing tab order lines. Sequentially add the Products, along with any respective Product Variants, and then assign a Pricelist (if available) and a Recurring Price.

참고

Price rules that are added here take precedent over the default pricing information on the subscription product’s form. This is meant to accommodate deals, discounts, and similar pricing adjustment strategies that would incentivize customers to purchase the recurring plan.

스마트 버튼

At the top of the individual Recurring Plans form, are two smart buttons to aid in navigating the recurring revenue sources attached to the plan:

  • Subscriptions: shows the number of active subscriptions sales orders that fall under the recurring plan. Clicking the button leads to a tabled list view, where each row hyperlinks to a respective subscriptions sales order.

  • Subscription Items: lists all the individual recurring subscription services that are active, in an itemized fashion. Subscription and Customer values will repeat if the customer ordered multiple subscriptions on the same sales order.

품목 양식 환경설정

With recurring plans set up, create a subscription product by navigating to Subscriptions app ‣ Products ‣ Products, and click either an existing product to edit, or make a new one by clicking New to open up the subscription product’s form.

참고

By default, the Subscriptions option is already enabled, prompting Odoo to recognize it as a subscription product. Be sure to leave the Subscriptions and Sales options enabled.

Odoo 구독 애플리케이션에 있는 기본 구독 제품 양식입니다.

On the product form, configure the following items in the General Information tab so the subscription product will function correctly:

  • Product type: this value is typically set to a Service, however other product types may be used depending on the purpose of the subscription (e.g., physical product box subscriptions, eLearning course with supplemental physical goods, etc.).

  • Invoicing policy: set this value to when the customer should be charged for their subscription.

  • Unit of Measure: how the product should be counted in Odoo, for stock purposes. For most subscriptions, the UoM will be Units.

  • Sales Price: enter the recurring cost of the subscription that the customer will pay per recurrence period.

Optionally set up information on the:

  • 주문 시 생성 필드: 이 필드를 통해 Odoo에서 보조 작업을 활성화할 수 있으며 예를 들어 선택한 프로젝트 나 , 행사 등록 또는 강좌 접근 항목에서 새로운 작업 을 생성할 수 있습니다. 이 필드의 드롭다운 메뉴에서 작업을 선택할 수 있으나 별도의 작업이 필요하지 않는 경우에는 필드 값에 대해 없음 을 선택합니다.

  • Attributes & Variants tab if the subscription contains multiple choices for customers (i.e. food delivery, tailored fashion boxes, etc.).

  • Purchase tab if the product is sourced from a vendor, such as part of reseller (retail) or subcontracting operations.

In the Recurring Prices tab, clarify the pricing options for the subscription. For each option available, click Add a price rule to add a new row.

팁

Longer time Recurring Plan time periods are typically incentivized with cost savings. Consider dropping the total Recurring Price values to offer customers a discount while supporting the business’s financial runway.

Last, if the subscription is meant to be sold on the eCommerce website, click the Go To Website smart button and in the product page header, click the gray slider from Unpublished to the green Published status.

Create a subscriptions quotation

Manually create a new customer subscription by navigating to either the Sales or Subscriptions app dashboards, and then clicking New.

참고

Products that have been marked as Subscriptions on their product forms, and are also sold on the eCommerce website will automatically create and confirm subscription quotations in the backend of Odoo.

중요

Sales orders with a defined recurring plan automatically become subscriptions.

On the quotation form, fill in the necessary fields such as Customer and Recurring Plan, as well as the Order Lines tab.

Optionally, specify a:

  • Quotation Template, if one is readily available to help populate the form fields.

  • Expiration date, to indicate when the subscription offer is no longer valid.

    팁

    Expiration dates pair well with discounts to incentivize faster purchases, since the discount will expire with the quotation if it’s not turned into a sales order within the specified date range.

  • Pricelist, if one is available and appropriate to use (i.e., summer sale discount, VIP customer, etc.).

  • 지급 조건 을 활용하여 구독료 결제 기간으로 설정할 기간대를 지정합니다. 지급 조건 기간을 견적서가 확정 되어 판매주문서로 전환되는 기간과 혼동하지 않도록 합니다. 판매주문서의 경우, 즉시 또는 특정 기간 내에 결제가 가능해며, 이 기간은 며칠, 몇 주, 몇 달까지도 가능합니다.

A completed example of a new subscription quotation in Odoo.

팁

Define different invoice and delivery addresses by enabling the Customer Addresses feature.

확인

Send the quotation to the customer for confirmation by clicking on Send By Email, or confirm it immediately by clicking on Confirm.

팁

Click on Preview to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you.

If an Online signature or Online payment is required to confirm the quotation, set the checkboxes next to either (or both) of these labels in the Other Info tab, under the SALES section.

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