If I choose a monthly recurring plan in the sales order, will Odoo generate an invoice every month or a new sales order?
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Implementing a subscription model in Odoo allows for automated recurring invoicing based on predefined intervals. Here's how Odoo manages this process:
1. Subscription Workflow:
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Sales Order Creation:
- When you create a sales order with a subscription product and confirm it, Odoo automatically generates a corresponding subscription record.
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Recurring Invoicing:
- Odoo will generate invoices at the specified recurrence intervals (e.g., monthly) as defined in the subscription plan associated with the product.
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Sales Order Generation:
- New sales orders are not automatically created for each billing cycle. Instead, the original sales order remains linked to the subscription, and invoices are generated based on this relationship.
2. Configuration Steps:
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Define Recurrence Periods:
- Navigate to Subscriptions → Configuration → Recurrence Periods to set up intervals such as monthly, quarterly, or yearly.
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Create Subscription Plans:
- Go to Subscriptions → Configuration → Plans to establish subscription templates that outline invoicing policies, durations, and other parameters.
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Set Up Subscription Products:
- In the Subscriptions module, under Products, configure products as recurring by enabling the Recurring option and assigning the appropriate subscription plan.
By configuring these elements, Odoo automates the invoicing process for subscriptions without generating new sales orders for each billing period.
@Ritik.
What about automatically charging the customer? Where does that fit in?