:show-content:

=============
Subscriptions
=============

**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts
<subscriptions/quotations>`, :doc:`upsell customers <subscriptions/upselling>`, keep the churn under
control, and :doc:`generate reports <subscriptions/reports>` on the main KPIs: MRR, ARR, retention,
churn, upselling, etc.

.. seealso::
   - `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
   - :doc:`subscriptions/products`
   - :doc:`subscriptions/plans`
   - :doc:`subscriptions/upselling`
   - :doc:`subscriptions/renewals`
   - :doc:`subscriptions/closing`
   - :doc:`subscriptions/automatic_alerts`
   - :doc:`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
<sales>` app. You can either:

- Select a :doc:`subscription plan <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 <subscriptions/products>`.

.. tip::
   You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
   <sales/send_quotations/different_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/features/tokenization>`. This ensures that the customer is
   automatically charged at each new period.

.. toctree::
   :titlesonly:

   subscriptions/products
   subscriptions/plans
   subscriptions/upselling
   subscriptions/renewals
   subscriptions/closing
   subscriptions/automatic_alerts
   subscriptions/reports