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Subscription Period

by
Odoo

$ 100.00

In-App Purchases
v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Subscriptions (sale_subscription)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 362
Technical Name fal_subscription_period
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetsal0028-subscription-period-6431
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Subscriptions (sale_subscription)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 362
Technical Name fal_subscription_period
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetsal0028-subscription-period-6431
Versions 18.0 19.0


ODOO'S FUNCTION

In Odoo, tracking the duration of the subscription is not straightforward. While the Start Date exists, it is located under the Other Info tab, making it less visible for quick reference. The End Date is not explicitly defined but can be inferred from the end date of the Recurring Plan , which is not directly linked to a structured subscription duration. Additionally, Odoo does not provide a field to define each subscription period. Moreover, Odoo does not allow invoicing before the subscription starts, restricting businesses that need to collect payments in advance.


CLUEDOO'S FUNCTION

CLuedoo enhances subscription management with the following improvements:

1️⃣ Subscription Period : Clearly defines the total duration of the subscription (e.g., 1 year, 5 years), making it easy to track.

2️⃣ Current Period : Represents the active billing cycle based on the Recurring Plan (e.g., monthly, yearly) and updates automatically.

3️⃣ Date of Next Period : Specifies when the next Current Period starts, helping businesses track renewals and upcoming billing cycles.

4️⃣ Invoice Before Start Date : Enables invoicing before the subscription officially begins, allowing businesses to collect payments in advance.


CONFIGURATION

1. Create a service-type and recurring product.

2. Set up the Quotation Template

  • Go to Settings > Checkbox Quotation Templates
  • Create a quotation template and add the necessary information
  • If there's no duration defined, tick the Last Forever

USAGE

1. Go to Subscriptions > New to create a new subscription > Fill in the necessary information > Confirm


When you fill in the start date in the Subscription Period, the end date of the subscription will be automatically calculated based on your Quotation Template.


The Current Period will also be added and its duration is based on the Recurring Plan.

You can choose the Invoicing Period/Invoicing Date BEFORE the Subscription's start date.


e.g., Subscription starts from Oct 1, Invoicing Date is 15 Sept


Recurring Plan

Note: If the Quotation Template is empty or it lasts forever , then the end date of the subscription will be left empty.

2. After you confirm the subscription, the Date of Next Period will be updated as well.


3. Go to Settings > Scheduled Actions > Find Sale Subscription: generate recurring invoices and payments > Run Manually to create an invoice.

The Date of Next Period jumps to the next period only after creating an invoice, so does the Invoicing Period / Invoicing Date.

Note: Since v18, uncheck the Online Payment option / fill in the Payment Token, or the automatic invoice will not be created.

4. In the Invoice Lines, the Label and the Start/End Date are based on the Current Period .

Note: Since v18, Start and End Date have changed to Deferred Date.



5. After the 2nd invoice is generated, you will notice the Current Period has moved to the next period, so have the Invoicing Date and Date of Next Period .

Notes:

  • The Invoicing Date 11/15/2024 is for the next Current Period which is 12/01/2024-12/31/2024.
  • 1st Invoicing Date 09/15/2024 is for the first Current Period 10/01/2024 - 10/31/2024
  • 2nd Invoicing Date 10/15/2024 is for the 2nd Current Period 11/01/2024 - 11/30/2024 


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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