Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Subscriptions
  3. CODEerts Subscriptions | Odoo Recurring Billing & Invoicing | MRR & Membership Management | SaaS Subscription Manager v 19.0
  4. Sales Conditions FAQ

CODEerts Subscriptions | Odoo Recurring Billing & Invoicing | MRR & Membership Management | SaaS Subscription Manager

by CODEerts https://www.codeerts.com
Odoo
v 19.0 Third Party 4
Download for v 19.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 2035
Technical Name codeerts_subscription
LicenseOPL-1
Websitehttps://www.codeerts.com
Versions 18.0 19.0
  • Description
  • Manifest
  • License
CODEerts  ยท  Odoo 19

Subscription Management

Turn any sales order into a recurring subscription.
Odoo bills it, charges the card, and tracks the revenue for you.

Recurring invoicing, automatic payment collection, renewals, upsells, a customer portal, and a live MRR dashboard, all inside Odoo.

Recurring Billing Automatic Payments Renewals & Upsells Customer Portal MRR & Churn Dashboard
1-Click
Start a Subscription
Auto
Recurring Invoicing
Auto
Card Collection
MRR
Live Dashboard
v19
Compatible

What this module does

Subscription Management adds a complete recurring-billing engine to Odoo. A subscription is simply a confirmed sales order that carries a recurring plan, so it reuses Odoo's own invoicing, taxes and accounting and every total stays correct. Pick a plan in the order header, confirm the quotation, and the order starts billing on its interval.

A daily job then bills every subscription that is due, optionally charges a saved payment token and reconciles it, and pauses billing with a clear warning if a charge fails. Customers can view, pause and close their subscription from the portal, while managers watch monthly recurring revenue, churn and renewals on an interactive dashboard where every tile drills into the records behind it.

๐Ÿ”
Billing on Autopilot

A scheduled job invoices every due subscription, advances the schedule one period at a time, and safely catches up if a run was missed.

๐Ÿ’ณ
Get Paid Automatically

Charge a saved payment token for each invoice and reconcile it. A failed charge flags the subscription, pauses billing and lets you retry in one click.

๐Ÿ“ˆ
MRR Command Center

Monthly recurring revenue, churn rate, expansion, renewals and payment issues on one dashboard, with tiles and charts that drill into records.

๐Ÿ—“ Period-Accurate Invoicing

Each recurring line re-bills every period with the full quantity and keeps Odoo's invoice status accurate. Every invoice line is stamped with the period it covers.

๐Ÿ›ก Automatic Dunning

Unpaid subscriptions that pass the plan's grace period are closed automatically and recorded as a payment-failed churn.

๐Ÿ”„ One-Click Renewals

Roll a subscription forward into a new term with a single button. The revenue transfer is logged so your MRR history stays clean.

โฌ† Prorated Upsells

Add quantity mid-period, invoice only the prorated difference, and merge the change back into the parent subscription at full price going forward.

๐Ÿ‘ค Customer Self-Service

From the portal, customers view their subscription and next invoice date and can pause or close it, gated by per-plan permissions you control.

๐Ÿ“… Flexible Plans

Bill weekly, monthly or yearly, set the grace period, and decide which self-service actions the customer may take, all per plan.

๐Ÿ”ฎ Projected Revenue

A smart button on every subscription lists the full billing schedule over its term, projected a year ahead when no end date is set.

๐Ÿ”“ Role-Based Access

Dedicated Subscription User and Administrator groups decide who can run subscriptions and who can configure plans, fully multi-company.

What the dashboard tracks

MRR & ARR

Recurring revenue

Active & Paused

Subscriber counts

Churn Rate

Lost this period

Expansion

Upsell revenue

ARPU

Revenue per user

Projected

Revenue ahead

Payment Issues

Need attention

Renewing Soon

Next 30 days

How it works

1
Create a plan

Set a billing interval (weekly, monthly or yearly), a grace period, and which actions customers may take from the portal.

2
Sell the subscription

On a quotation, choose the plan in the header and confirm. The sales order becomes a live subscription that bills on its interval.

3
Let it bill and collect

The daily job invoices every due subscription and, when a payment token is saved, charges it and reconciles the payment automatically.

4
Grow the account

Renew a term in one click or upsell more quantity mid-period with automatic proration. Customers can self-serve from the portal.

5
Watch the revenue

Open the command center to track MRR, churn, expansion and payment issues, and click any tile or chart to open the records behind it.

Screenshots

See it in action, from setup to sign-off.

Step 1 of 10
The MRR command center

Monthly recurring revenue, active and churned counts, churn rate, expansion and payment issues, with a status swimlane and six charts. Every tile and chart is clickable.

Subscription MRR dashboard
Step 2 of 10
Every subscription in one place

Browse all subscriptions with their plan, status, next invoice date and recurring revenue at a glance.

Subscriptions list
Step 3 of 10
A subscription is a sales order

The plan, dates, next invoice, payment token and recurring revenue sit in the order header, with Generate Invoice, Pause, Close, Renew and Upsell right on the bar.

Subscription order form
Step 4 of 10
Recurring invoices, generated for you

Each period produces a posted invoice for the subscription, stamped with the exact dates it covers, using Odoo's standard invoicing.

Recurring invoice
Step 5 of 10
Upsell mid-period, prorated

Add quantity during a term and Odoo invoices only the prorated difference, then merges the change into the subscription at full price next period.

Prorated upsell quotation
Step 6 of 10
Recurring plans

Define the plans customers subscribe to, each with its own billing interval, grace period and portal permissions.

Subscription plans
Step 7 of 10
Configure a plan

Set how often it bills, the automatic-closing days for unpaid invoices, and whether customers may pause, close or renew from the portal.

Plan configuration
Step 8 of 10
Every revenue movement, logged

New, expansion, contraction and churn events are recorded with their MRR impact, so the dashboard trends are always accurate.

MRR movement log
Step 9 of 10
Customers see their subscriptions

From the portal, each customer sees their active subscriptions and next invoice dates, with no back-office access.

Customer portal subscriptions
Step 10 of 10
Self-service pause and close

When you allow it on the plan, customers can pause or close their own subscription, cutting down on support requests.

Portal self-service manage

Technical information

Version
19.0
License
OPL-1
Editions
Community & Enterprise
Dependencies
Sales, Accounting, Payment

Technical name: codeerts_subscription   ยท   Payments: works with any Odoo payment provider that supports saved tokens

Frequently asked questions

How do I set up recurring billing and subscriptions in Odoo?

Open a quotation, pick a recurring plan in the order header, and confirm it. The order becomes a subscription that bills itself on the plan's interval, using Odoo's own invoicing and accounting so the numbers stay correct.

Does it charge the customer's card automatically each period?

Yes. Save a payment token on the subscription and the daily job charges it for each recurring invoice and reconciles the payment. If a charge fails, the subscription is flagged and billing pauses until you retry or the customer updates their method.

Can customers manage their own subscription?

Yes. From the customer portal they can view their subscription and next invoice date, and pause or close it when you allow those actions on the plan. Each permission is controlled per plan.

What happens when a subscription payment fails?

The subscription is marked with a payment exception and a banner explains that billing is paused. You can retry in one click, and if the oldest unpaid invoice stays overdue past the plan's grace period a scheduled job closes the subscription and records it as a payment-failed churn.

Is there an MRR and churn dashboard?

Yes. The command center shows monthly recurring revenue, active and paused counts, new and churned in the period, churn rate, expansion, ARPU and projected revenue, a status swimlane, and six charts. Every tile, lane and chart is clickable and opens the underlying records.

Which Odoo versions are supported?

Use the version selector at the top of this page to pick your Odoo release. It runs on both Community and Enterprise, and each listing shows the exact version it supports.

The team behind this module

About CODEerts

Full-Service Odoo ERP Agency  ยท  Solutions That Scale

Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.

๐Ÿ—๏ธ Implementation

Full Odoo roll-outs from requirements to go-live, across any industry and company size.

๐Ÿงฉ Custom Development

Bespoke modules, OWL components and business logic built precisely to your workflow.

๐Ÿ”„ Migrations

Zero-data-loss upgrades from older Odoo versions with full custom module porting.

๐Ÿ”Œ Integrations

Payment gateways, shipping carriers, biometric devices, eCommerce and third-party APIs.

๐Ÿ” Odoo Audits

Performance, security and code-quality reviews that surface risks before they become problems.

๐Ÿง‘โ€๐Ÿ’ป Support & Training

Ongoing helpdesk, user training and monthly retainers so your team stays productive.

Odoo
Certified
6+
Years
50+
Projects
10+
Industries
40+
Published Apps
CODEERTS APPS

More from CODEerts

Other apps we build to make Odoo do more. Tap any card to open it on the Odoo Apps Store.

FREE
Archive Anything
FREE
Transaction Flow Visualizer
FREE
Smart Mail Rebrand
FREE
Duplicate Record Detector
โ€‹
AI Dashboard Builder
โ€‹
Advance Payment Pro
โ€‹
Dual Book & Tax Depreciation
โ€‹
Smart Duplicate Detector

See every CODEerts app on the Odoo Apps Store.

Need Help?

Questions, customization requests, or bug reports. We respond fast.

Email Us
Support

CODEerts  ยท  Response within 1-2 business days

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 2035
Technical Name codeerts_subscription
LicenseOPL-1
Websitehttps://www.codeerts.com
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal โ€ข Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with