Businesses can efficiently manage customer contracts and recurring services using the Odoo 18 Subscription module. Even though subscriptions frequently operate continuously, there are times when they must be temporarily closed for reasons like contract completion, customer requests, or billing problems. If the client chooses to continue using the service or extend the contract, reopening a subscription might be necessary. Maintaining correct financial and operational records while preserving flexible customer relationships is ensured by knowing how to close and reopen subscriptions appropriately. Through this blog, you’ll understand how to manage the closing and reopening of a subscription.
Open the Odoo 18 dashboard and select the Subscription module.
Firstly, go to the Configuration > Recurring Plan, and there create a new recurring plan or select the existing one as shown below:
Under the Self-Service section, enable the Closable option of the existing Recurring Plan, which allows the customer to close their subscription.
Create a new Close Reason:
To create a new close reason, navigate to the Configuration > Close Reasons. Then, click on the New button as shown below:
Under the Reasons option, provide an issue for the closed reason. If needed, you can add a message to the customer in the Message option. You can also add Button Text and Button Link for the call to action. Then save it.
Close Subscription:
To close a subscription, go to the Subscriptions > Subscriptions. To create a new subscription, click on the New button or select any existing subscription from the list, as shown below:
Then select the Recurring Plan, which is configured above. You can also view the subscription in the Waiting customer payment and In Progress stages. To close this particular subscription, click on the Close button as shown below:
A pop-up screen will appear, where you can add the newly created reason under the Reason option and click on the Submit button, as shown below:
Re-open Subscription:
Here, you can see the subscription is in a closed stage. To reopen the subscription, click on the Reopen button as shown below:
Now, the closed subscription reopened as shown below:
Odoo 18’s subscription closure and reopening feature gives companies the ability to handle client agreements easily. When a contract expires or a customer requests termination, closing ensures that no additional bills are generated. However, reopening enables businesses to quickly restart operations without having to start over with a new subscription record. In addition to making customer administration easier, this feature also saves time and lowers billing errors. In the Odoo 18 Subscription module, companies can enhance customer satisfaction and maintain control over recurring services by becoming experts in subscription closure and reactivation.
To read more about Overview of Subscription Reporting in Odoo 18, refer to our blog Overview of Subscription Reporting in Odoo 18.