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 frequency with which the subscription is billed. Set the unit of time (Weeks, Months, or Years) in the drop-down menu and the numerical value in the corresponding text field.

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

• Align to Period Start: sets new and recurring subscription plans to bill on the first day of the next Billing Period. When a subscription plan is purchased in the middle of a billing period, the invoice shows a reduced cost. Setting a custom period start dates (such as the 5th of each month) requires custom development and is not available by default.

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

• Invoice Email Template: assigns a specific email template to be used in subscriptions invoicing communications. The default assignment here is Invoice: Sending which 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.

The Invoice: Sending email template is accessible by clicking the fa-arrow-right (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.

• 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.

Botões inteligentes

No topo do formulário individual Planos Recorrentes, há dois botões inteligentes para auxiliar na navegação das fontes de receita recorrente anexadas ao plano:

• 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.