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How to generate an invoice for the subscription until the first fixed renewal date (prorate / partial)

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subscriptionSubscriptions
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Erik

Dear Odoo Community,

We are currently facing a challenge regarding Odoo 16 Subscription.

Imagine we have a subscription product that renews annually, and we want all subscriptions to be renewed on January 1st. Now, let's say we sell these subscriptions throughout the year. For instance, if we sell a contract on November 1st, we would like to invoice the customer a prorated / partial amount for the service for November and December. Then, on January 1st, we want to invoice them for the entire year.

How would you suggest solving this challenge?

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Patrick Presto

Also interested in a solution to this; we'll be facing a similar challenge with subscription products that essentially require a pro-rated period for the initial invoice.

Many of our subscription services are billed quarterly but we follow the calendar quarters for billing. So if we sell and activate a subscription on January 20th, we need the first invoice to be pro-rated to reflect January 20th - March 31st to satisfy Q1, then on April 1st, Q2 invoice is invoiced for the full quarter.

bla@apik.cloud

Hi Ray,

Could you tell me if the discount (fisrt bill prorata) is auto calculated by Odoo directly or user should do it manually ?

Imagine profil
Ray Carnes (ray)
Cel mai bun răspuns

Use the UPSELL feature for this.  Also works the same way for Odoo 17.


Example Product:



Create the Subscription Sales Order, confirm it, then change the Date of Next Invoice:



Note: At this point, you need to change the Quantity on the Sales Order to 0, because Odoo will automatically increment it when you use the Upsell feature:


Click Upsell:


This creates a Quotation with a pro-rated amount based on the difference, with a discount automatically calculated for the correct percentage:

Once this is confirmed, change the Quantity to 1


You can then Invoice your Customer for the partial amount due this quarter.

In this case, they are getting a discount (automatically calculated by Odoo) for the first 25 days of the quarter they didn't receive the service - 25/[31+29+31] = 27.47%.


Invoice:


You can check that the quantity on the original subscription Sales Order is 1 (incremented automatically from 0 by Odoo when you created the upsell) because you are going to invoice 1 full subscription at the start of the following month.


2
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Abandonează
Patrick Presto

Thank you Ray; I will test this in my database to verify the workflow.

I appreciate the details and screenshots!

Philippe TOURNOIS

Thank you so much !!! I was blocked on this problem for several days and the official documentation is seriously laking about it. But in fact, it's so simple. Works perfectly on v17

Isaías Dávila Delgado

Hola Ray, mi problema es que a la hora de intentar hacer esto me aparece un mensaje de error que dice: "No se puede realizar una venta adicional o una renovación para una suscripción que aún no se ha facturado. Actualice directamente el contrato **** o factúrelo primero". El problema es que yo no quiero todavía generar la factura del primer periodo completo de la suscripción, sino que primero tendría que factura el periodo prorrateado. ¿A qué puede deberse? Gracias de antemano

Ray Carnes (ray)

I have repeated the steps and they work without the error you mention, please open a ticket with Odoo Supports so they can help you.

Imagine profil
EWall Solutions
Cel mai bun răspuns

Hi Erik,

Yes with this custom Odoo Subscription application, https://apps.odoo.com/apps/modules/16.0/ewall_subscription/ 

You can create & map the same product for different subscription periods/journal entries and then you can be able to bill the customers for the period of November and December as you mentioned above, and then bill for the annual subscription on January! 


Please let us know if this solves your issue! And if you have any further requirements then we can customize the same module regarding the business needs! You can contact support@ewallsolutions.com for specific requirements



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