Assinaturas¶
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.
Renovar uma assinatura
Entenda a atividade principal de gerenciamento de assinaturas
Fazer upsell de uma assinatura
Ofereça mais valor aos assinantes atuais no mesmo pedido de venda
Encerrar uma assinatura
Personalize modelos de plano de assinatura adaptados a diversas ofertas de produtos
Integração com e-Commerce
Ofereça produtos de assinatura através da sua loja Odoo e-Commerce
Veja também
Set up recurring plans¶
To get started with subscription products in Odoo, recurring plans (previously known as recurrence periods) must first be configured.
Recurring plans are the time windows in which subscriptions are active before they renew again. While a subscription is active, customers receive products or services, and may also have access to additional benefits such as support desk triage. In terms of payment, these recurring plans designate how often the customer is charged in order to maintain the benefits of their subscription.
To configure recurring plans, go to .
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.
Importante
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.
Essa limitação existe para evitar pedidos de vendas que gerariam faturas diárias.
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:
Período de Faturamento: determina a frequência com que a assinatura é cobrada. Defina a unidade de tempo (Semanas, Meses ou Anos) no menu suspenso e o valor numérico no campo de texto correspondente.
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
15Days, then the subscription will close on the 16th of that month if payment is not received.Alinhar ao Início do Período: configura novos planos de assinatura e recorrentes para serem faturados no primeiro dia do próximo Período de Faturamento. Quando um plano de assinatura é adquirido no meio de um período de faturamento, a fatura mostra um custo reduzido. Definir datas de início de período personalizadas (como o dia 5 de cada mês) requer desenvolvimento personalizado e não está disponível por padrão.
Example
No dia 15 de julho, um cliente adquire uma assinatura mensal de um serviço de streaming. Selecionar Alinhar ao Início do Período para este plano recorrente configura esta assinatura para ser faturada no dia 1 de cada mês. A assinatura começa assim que o pagamento é confirmado. A cotação mostra o custo total da assinatura para 1 a 31 de julho, mas a fatura mostra um custo ajustado para 15 a 31 de julho. No dia 1 de agosto, o cliente é cobrado pelo preço total da assinatura do mês.
Empresa: atribuição opcional, se o banco de dados tiver a funcionalidade Multi-empresa habilitada. Atribuir esse valor tornará o plano recorrente disponível especificamente para a localização dessa empresa.
Invoice Email Template: assigns a specific email template to be used in subscriptions invoicing communications. The default assignment here is
Invoice: Sendingwhich contains various dynamic fields that autopopulate specific variables across the Subject field and Content tab, such as the customer’s name, invoice number, total amount invoiced, etc.Dica
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.
The
Invoice: Sendingemail 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).
Closable: checking this box will give customers the power to close their own subscriptions. Consider enabling this option to reduce customer service requests and improve the overall customer experience; customers that can manage their own subscriptions in this way helps offload tedious tasks for sales and support teams, and reduces the likelihood of negative reviews.
Dica
Although this option is generally advisable to enable, sales teams with strong customer offboarding processes may consider leaving this option unchecked in order to force an interaction that might save the subscription or a different form of recurring revenue (such as in the case of a lesser subscription or a new trial period with an alternative plan).
Add Products: allows customers to add new products or edit existing product quantities to their recurring sales orders, thereby enabling customer-driven upselling. When enabled, Upsell quotations are generated in Odoo whenever a customer performs a quantitative adjustment on their sales order product lines.
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.
Nota
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.
Configuração do formulário do produto¶
With recurring plans set up, create a subscription product by navigating to , and click either an existing product to edit, or make a new one by clicking New to open up the subscription product’s form.
Nota
Por padrão, a opção Assinaturas já está habilitada, fazendo com que o Odoo o reconheça como um produto de assinatura. Certifique-se de deixar as opções Assinaturas e Vendas habilitadas.
On the product form, configure the following items in the General Information tab so the subscription product will function correctly:
Tipo de produto: esse valor normalmente é definido como Serviço, no entanto, outros tipos de produto podem ser usados dependendo da finalidade da assinatura (por exemplo, assinaturas de caixas de produtos físicos, cursos de e-Learning com produtos físicos suplementares, 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.
Importante
Ao criar uma assinatura para um produto físico, selecionar a Política de faturamento errada levará a erros ao criar faturas. Os produtos físicos devem ser definidos como Quantidades pedidas.
Optionally set up information on the Attributes & Variants tab if the subscription contains multiple choices for customers (i.e. food delivery, tailored fashion boxes, etc.).
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.
Dica
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.
Por último, se a assinatura deve ser vendida no site de e-Commerce, clique no botão inteligente e, no cabeçalho da página do produto, clique no controle deslizante cinza de Não publicado para o status verde Publicado.
Create a subscriptions quotation¶
Manually create a new customer subscription by navigating to either the or app dashboards, and then clicking New.
Nota
Produtos que foram marcados como Assinaturas em seus formulários de produto e também são vendidos no site de e-Commerce criarão e confirmarão automaticamente cotações de assinatura no backend do Odoo.
Importante
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:
Modelo de cotação, se houver um disponível para ajudar a preencher os campos do formulário.
Expiration date, to indicate when the subscription offer is no longer valid.
Dica
As datas de expiração funcionam bem com descontos para incentivar compras mais rápidas, pois o desconto expirará com a cotação se não for transformado em um pedido de venda dentro do intervalo de datas especificado.
Lista de preços, se houver uma disponível e apropriada para usar (por exemplo, desconto de venda de verão, cliente VIP, etc.).
Payment Terms, to set a specified time window for when the subscription must be paid. This is not to be confused for when the quotation is confirmed and becomes a sales order, to where, payment may then be obtained immediately or within a certain amount of days, weeks, months, etc.
Dica
Define different invoice and delivery addresses by enabling the Customer Addresses feature.
Confirmação¶
Send the quotation to the customer for confirmation by clicking on Send By Email, or confirm it immediately by clicking on Confirm.
Dica
Click on Preview to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you.
Se uma Assinatura online ou Pagamento online for necessário para confirmar a cotação, marque as caixas de seleção ao lado de qualquer um (ou ambos) desses rótulos na aba Outras informações, na seção VENDAS.