Odoo Subscriptions- Odoo 15 Enterprise Book

Subscription Template

In the Odoo Subscription module, you can easily create new subscriptions templates. You will get access to the template creation platform from the Configuration menu. Already configured templates can be seen on this platform as shown below.

Odoo 15 subscriptions

To create a new template, click on the Create button.

Odoo 15 subscriptions

The name of the template can be mentioned in the specified field. In the Invoicing tab, you can include the details regarding invoicing of this subscription template. The recurring period of the invoice can be defined in the Invoicing Period field. You can mention the duration of the recurrence in the Duration field. By selecting the Forever option, the subscription will run forever and you can manually close the subscription. The Fixed option will give an additional field to set a fixed date and the subscription will automatically end on this date.

You can set the option to create invoices manually, draft, post, send after successful payment. By activating the Closable by Customer option, the customer will be able to close his account from the frontend. You can mention tags in the Group by Customer section which can be used to filter your subscription reporting. You can specify a Journal to where the subscriptions with this template will be invoiced and company name in the corresponding fields. The Code field is used to add a code that will be added with the name of the template.

Odoo 15 subscriptions

The terms and conditions regarding the template can be added under the Terms and Conditions tab.

Odoo 15 subscriptions

In the Health Check tab, you can set filters based on certain conditions to get an idea about how many customers continue or stop their subscriptions. This will help you to understand the basic running health status of your subscriptions. You can set filters accordingly to define the status of subscriptions in good health or bad health.

After completing all fields, you can use the Save button to save the new subscription template. Now, you can configure this template on a subscription product.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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