Managing Subscriptions and Recurring Revenue in Odoo 17
Enabling the Subscriptions Module
To manage subscription-based services or products:
Apps → Install "Subscriptions"
This adds tools for recurring billing, contracts, plan setup, renewals, and subscription reporting.
Creating Subscription Products and Plans
Set up subscription offerings under:
Subscriptions → Configuration → Subscription Templates
Define each plan:
- 📦 Product name and description
- 📆 Recurrence (monthly, quarterly, yearly)
- 💵 Pricing and billing rules
- 🔁 Renewal behavior (auto/manual)
Link these to actual saleable products to allow customers to subscribe online or through sales orders.
Managing Customer Subscriptions
All active subscriptions are tracked under:
Subscriptions → Subscriptions
Each subscription contract shows:
- 🧾 Customer details
- 📅 Start/end date
- 💸 Invoicing history
- ⏳ Next renewal or expiration
Sales teams or account managers can intervene manually, pause, or close subscriptions as needed.
Automated Billing and Renewal Rules
Odoo handles all billing with no manual input:
- 🧾 Automatic invoice generation based on billing cycle
- 📩 Email reminders before renewals
- 👳 Integration with payment providers (Stripe, PayPal, etc.)
You can also apply discounts, upgrades, or trial periods using smart pricing rules.
Customer Portal and Self-Management
Through the customer portal, subscribers can:
- 👤 View subscription status
- 🔁 Download past invoices
- 📝 Upgrade, renew, or cancel subscriptions
This reduces churn and gives customers control while keeping your team focused on growth.
Tracking Revenue, MRR, and Churn
Odoo 17 includes built-in KPIs and dashboards:
- 📊 Monthly Recurring Revenue (MRR)
- 📉 Churn rate and lifetime value
- 📈 New vs. renewed vs. lost subscriptions
You can segment data by sales rep, customer type, or subscription plan for better insights.
Conclusion
Odoo 17 turns recurring revenue into a scalable engine. With automated invoicing, self-service tools, and revenue insights, you can spend less time managing subscriptions — and more time growing them.
Need help setting up your SaaS plans or subscription logic? We'll help you get it running in Odoo.
