To effectively automate and manage recurring customer contracts in Odoo 18, a Subscription / Quotation template is essential. These templates specify the guidelines and format for invoicing intervals, billing cycles, and renewal procedures. Businesses can guarantee consistency, increase customer satisfaction, and streamline their subscription-based services by configuring subscription templates. This feature, which includes auto-close behaviour, renewal notifications, and monthly or annual billing, enables customization according to particular business models. Through well-defined templates, Odoo users can manage subscriptions more efficiently and with fewer manual errors with a few clicks.
Firstly, select the Subscription module from the Odoo 18 dashboard.
To configure subscription template, navigate to the Configuration > Quotation Templates. Then click on the New button as shown below:
Here, add the details such as:
- Name: Add a name for your quotation template.
- Quotation Validity: Add the number of days after which the quotation expires.Enter the days as zero, where the quotation expires.
- Confirmation Mail: Select an email template from the list or create and edit a new one.
- Invoicing Journal: To record the subscription invoicing details, add an accounting journal. Make it blank to use the lowest sequence of sales.
- Online Signature & Payment: Enable both boxes to confirm the customer's subscription order.
- Quote calculator: Here, you can automatically compute the pricing for recurring services.
- Recurring Plan: Here, you can select a recurring plan from the list as Monthly, Yearly, or 6 Months.
- Last Forever: Helps to handle unsuccessful or abandoned quotations.
In the Lines tab, you can add products to the quotation by selecting Add a Product. In contrast, the Optional Products tab allows you to include additional items before confirming the subscription. If there are any specified terms & conditions for your subscription, you can add them under the Terms & Conditions options.
Here, you can see the newly created subscription template.
Then go to Subscription > Subscriptions, and select any of the created subscriptions from the list or create a new one. The newly created quotation template will be displayed under the Quotation Template option.
Conclusion:
Odoo 18’s Subscription template facilitates the automation of recurring services, resulting in scalable and smooth subscription management. Every element, including monthly billing, auto-renewal, and cancellation management, is managed by these templates. Businesses can ensure long-term client engagement and excellent service delivery by setting up subscription templates in Odoo 18 in a way that maintains a professional and seamless subscription workflow.
To read more about How to Configure Consolidated Subscription Billing in Odoo 18 Sales, refer to our blog How to Configure Consolidated Subscription Billing in Odoo 18 Sales