documentation/content/applications/sales/subscriptions.rst
Parish Bracha d8cd13b659 [ADD] Subscriptions: Wire transfer
closes odoo/documentation#10276

Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
2024-07-29 18:10:57 +00:00

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=============
Subscriptions
=============
Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
keep the churn under control, and :doc:`generate reports
</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`:
:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn,
etc.
.. seealso::
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
- :doc:`/applications/sales/subscriptions/products`
- :doc:`/applications/sales/subscriptions/ecommerce`
- :doc:`/applications/sales/subscriptions/plans`
- :doc:`/applications/sales/subscriptions/upselling`
- :doc:`/applications/sales/subscriptions/renewals`
- :doc:`/applications/sales/subscriptions/closing`
- :doc:`/applications/sales/subscriptions/automatic_alerts`
- :doc:`/applications/sales/subscriptions/scheduled_actions`
- :doc:`/applications/sales/subscriptions/reports`
.. _subscriptions/quotations:
Subscription quotations
=======================
.. important::
Sales orders with a defined recurrence become subscriptions.
To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
</applications/sales>` app. You can either:
- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to prefill the
quotation instantly, or
- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
.. tip::
You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
</applications/finance/accounting/customer_invoices/customer_addresses>` feature.
.. _subscriptions/confirmation:
Confirmation
============
Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or
confirm it immediately by clicking on :guilabel:`Confirm`.
.. tip::
Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view
their quotation, sign and pay it, and communicate with you.
.. _subscriptions/automatic-payments:
Automatic payments
==================
You can require the customer to set an automatic payment method and pre-pay the subscription's first
occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab
of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation`
field.
If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the
subscription. This means that the payment is not automatic and that the customer must pay each
invoice manually.
.. important::
If the online confirmation requires a pre-payment, your customer can select only the
:ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization
feature <payment_providers/tokenization>`. This ensures that the customer is automatically
charged at each new period.
.. toctree::
:titlesonly:
subscriptions/products
subscriptions/ecommerce
subscriptions/plans
subscriptions/upselling
subscriptions/renewals
subscriptions/closing
subscriptions/automatic_alerts
subscriptions/scheduled_actions
subscriptions/reports
subscriptions/payment_providers