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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 2104
Technical Name ks_sales_subscription
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 11.0 v 14.0 v 13.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 2104
Technical Name ks_sales_subscription
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 11.0 v 14.0 v 13.0
ksolves-logo
Community Enterprise

Sales Subscription

This app offers customized subscription plans to be sold to customers by companies. It allows companies to set up recurring periods on subscriptions and generating automatic invoice on subscription cycle ending. It reminds customers to renew plans, make payments, generate new invoices, etc by sending users alerts and notifications.

PROBLEM:

Odoo does not allow admin to create the duration of the subscription plan.

SOLUTION:

Sales Subscription app offers functionality where the admin can customize the duration of the subscription plan.

PROBLEM:

Odoo does not allow the recurring process of the subscription invoices.

SOLUTION:

Sales Subscription app offers recurring invoices which are generated automatically when the subscription cycle ends.

PROBLEM:

Odoo doesn’t send any email alerts or notifications to its users when a subscription is expiring or generating new invoices.

SOLUTION:

Sales Subscription app reminds customers by sending email alerts for renewing plans, making payments, generating new invoices, etc.

Hot Features

  • Subscription Plan and Templates
  • Automatic Invoice generation
  • Subscription Renewable
  • Email Alerts and Notifications
  • Automatic Subscription Closed
  • Multilingual Speaking Clock
  • Subscription Buffer Date
  • Configuration Payment mode for subscription
  • Invoice Related to Subscription Generated Automatically
  • Create Subscription Plans
  • Editable Invoice until Validated by Customer
  • Recurring Invoices Daily/Weekly/Monthly/Yearly
Free 90 Days Support
arrow Configure next invoice generation period.
arrow Configure an alert reminder for the upcoming invoice.
arrow Set Duration of Subscription Plan i.e Limited/Unlimited.
arrowAs per the configurable invoice plan, it will be generated automatically.
arrowCreate a Manual Invoice.
arrow Automatically generated invoice in Draft state.
arrow Automatically generated Invoice in Validate state.

arrow Creates new sales of existing subscription plans

arrow Payment Reminder
arrow Subscription Renewal Reminder
arrow Payment Successful
arrow Subscription Closed Due to Late Payment
arrow Subscription Expired

arrow User-friendly Subscription Portal

SUBSCRIPTION PLANS
  • arrow Once you install the subscription module, go to the Subscriptions > Configuration > Subscription Plan to create a Subscription plan arrow
Creating Subscription plan
  • arrow Click on the Create button to create a subscription plan
    • Invoice: Define the invoice period for the next invoice with respect to Days/Weeks/Months/Years. .
    • Invoice Reminder : Set the next invoice reminder days for alerts.
    • Duration : Here we can chose the subscription plan duration. if we chose Unlimited, then this plan will never expires.
    • Products : Products related to the plan can be viewed here..
    • Subscriptions : Subscriptions related to the plan can be viewed here .
    arrow
  • arrow In Subscription Plan we have a Chose the Duration of plan 'Limited'.
    • Duration :If the plan chosen is Limited, then the plan will expire after a given time interval.
    arrow
  • arrow Here, creating an invoice option asks for the mode of the next recurring invoice. There are three options: Manual Invoice, Draft Invoice and Validate Invoice
    • Manual Invoice : Create recurring next invoice manually from Subscription.
    • Draft invoice :Automatic next invoice generated in Draft State via Cron.
    • Validate Invoice : Automatic next invoice generated in Open State via Cron.
    arrow
Subscription Product
  • arrow After creating the Subscription plan , Now we can create Subscription products Go to the Subscription > Subscriptions Products. arrow
Create a Subscriptions Products
  • arrow Firstly, You will create a Subscriptions Product.
    • Is Subscription Product: Here we have a CheckBox named 'Is Subscription Product', if we Enable that Checkbox, then the product is subscription type product.
    • Subscription plan: Then after we choose a Subscription plan for the Product, so select the Subscription Plan from Subscription Plan menu.
    arrow
  • arrow Create Subscription Manually with Sale Order.
    • arrow To create a Subscription manually with 'Sale Order', Create Quotation of Sale Order select at least one subscription type product in the order line in Sale.
    arrow
  • arrow When we click on the 'Confirm' button and confirm the Sale order then, automatically a subscription is created in 'In-progress' state.when we click on Subscription button then we have to reach to their Subscription. arrow
Created Subscription
  • arrow Here is your created Subscriptions.
    • Subscriptions State: Subscription is created in 'In-progress' state.
    • Sales Button: Sales related to the Subscription can be viewed here .
    • Subscription Plan: Subscription plan related to Subscription.
    • Next Invoice: Next Recurring Invoice generation date.
    • Subscription Buffer Date: Buffer date to pay Next recurring invoice .
    • Invoice Reminder: Define reminder days to Get notification before generation of next recurring invoice.
    • End Date: Subscription has been Expired.
    arrow
  • arrow When we click on the 'Subscriptions Renew' button then, automatically a 'New Sale' is created. When we confirmed the 'New Sale'. then Subscriptions get Renewed. arrow
  • arrow Click on the 'Create Invoice' button to create Invoice for Subscription. arrow
  • arrow If You want to close Subscription then click on 'End Subscriptions'. arrow
  • arrow Customer can see their Subscription from Portal. arrow

Our Releases

20th October, 2020

Latest Release 1.0.1

Enhancement - Update the user security access.

Enhancement - Renew subscription with same due plan.

Frequently Asked Question

Is this app compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
Need some customization in this app, whom to contact?
Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.
Do you provide any free support?
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

Ksolves Odoo Services

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Odoo Customization
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sales@ksolves.com
+91 120-4299799‬
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Useful module, is this sale subscription generates a recurring Invoice?
by
Floria
on 12/26/19, 3:18 AM

Is this sale subscription generates a recurring Invoice?

Re: Useful module, is this sale subscription generates a recurring Invoice?
by
Ksolves
on 12/26/19, 3:36 AM Author

Hi Floria, thanks for your query and for showing interest in our app. We appreciate the same. Yes, Automatic invoice can be generated when the subscription Cycle gets end. Please feel free to share your concerns or queries with us on sales@ksolves.com We would love to assist you. Thanks!