Renovar assinaturas¶

The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service.

Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service.

Os assinantes passam pelo processo de renovação em intervalos diferentes - semanal, mensal, anual, etc. - dependendo da duração do contrato acordado.

Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases.

With the Odoo Subscriptions application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions.

Renovações de assinaturas¶

In order to renew a subscription, a quotation with a subscription product must be confirmed, with a configured Recurring Plan selected.

To open a subscription quotation, navigate to Subscriptions app ‣ Subscriptions ‣ Quotations, and select the desired quotation from the list. Or, create a new one by clicking New to open a new quotation form.

Subscription quotations must be confirmed, and payment from the customer for the initial subscription must be invoiced and registered in order to successfully open a Renewal Quotation.

Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An In Progress tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a Renew button.

Quando o botão Renovação é clicado, o Odoo apresenta instantaneamente uma nova cotação de renovação, completa com um marcador Cotação de renovação.

From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking Send by Email, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for.

Depois que a Cotação de renovação é confirmada, ela se torna um pedido de venda e um botão inteligente Histórico de vendas é exibido na parte superior da página.

Quando esse botão inteligente Histórico de vendas é clicado, o Odoo revela uma página separada que exibe os diferentes pedidos de venda vinculados à assinatura, juntamente com o Status da assinatura.

Além disso, quando a Cotação de renovação é confirmada, um botão inteligente RRM também aparece na parte superior do pedido de venda.

Ao clicar, o Odoo exibe uma página Análise de RRM, detalhando a receita recorrente mensal relacionada a essa assinatura específica.

Importante

On rare occasions, automatic payment can fail, which results in a Payment Failure tag on the top-right of the sales order, if there is an error in the payment method.

This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again.

To do this, navigate to Subscriptions app ‣ Subscriptions ‣ Quotations. Click into the desired subscription, then check the Chatter to see if the payment was made.

If the payment was not made, first enter debug mode. Then, click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.

If the payment was made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter debug mode, and navigate to the new sales order. Click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.

In both cases, once the Contract in exception option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in payment failure, it is skipped by Odoo until the sales order is closed.