Managing Subscription Renewals in Odoo 18: A Complete Guide

Effectively handling subscription renewals is vital for businesses that rely on recurring revenue.Odoo Implementation 18 offers a powerful Subscription module that simplifies and automates the entire renewal workflow. With its intuitive tools, businesses can efficiently track contracts, set automated renewals, and notify customers — all in just a few clicks.

This blog walks you through the step-by-step process of managing subscription renewals using Odoo 18.

Why Use Odoo 18 for Subscription Renewals?

The Subscription module in Odoo 18 offers a seamless way to manage:

• Recurring invoices

• Renewal alerts

• Contract lifecycle

• Customer engagement

By automating these tasks, businesses reduce manual work, enhance customer satisfaction, and ensure a steady income stream.

Step-by-Step: Managing Subscription Renewals in Odoo 18

1. Access the Subscription Module

From the Odoo 18 dashboard, click on the Subscription module to enter the workspace.

2. Navigate to Existing Quotations

Go to:
Subscriptions > Quotations
From the list, select a confirmed quotation that you want to manage.

3. Generate the Initial Invoice

If the quotation is in the In Progress state and the initial payment hasn’t been made:

• Click the Create Invoice button.

• A pop-up window appears — click Create Draft.

• Then click Confirm to finalize the invoice.

This moves the quotation to the Posted state.

4. Confirm the Payment

• Click the Pay button.

• In the popup window, select Create Payment.

The status will now change to In Payment, confirming that the payment has been initiated.

5. Create a Renewal Quotation

Once the initial payment is confirmed:

• The quotation becomes a Sales Order.

• The Sales Order is marked as In Progress.

• Click the Renew button to generate a Renewal Quotation.

6. Validate the Renewal

The system will label the quotation as a Renewal Quotation, linking it back to the original subscription.

• Review the details and click Confirm to validate it.

7. Review Sales and Revenue History

• Click on the Sales History smart button to view past linked Sales Orders.

• Click the MRR (Monthly Recurring Revenue) smart button to view the financial impact of the subscription.

This gives you insight into renewal trends and performance.

Conclusion: Why Odoo 18 Is Ideal for Subscription-Based Businesses

Odoo 18’s Subscription module equips businesses with all the tools needed for hassle-free renewal management. Whether you're offering monthly services or annual plans, Odoo ensures that customers are notified and invoiced on time. Features like:

• Automated invoicing

• Contract templates

• Customizable renewal rules

• Integrated performance analytics

...help businesses streamline operations, reduce errors, and foster long-term customer relationships.

By adopting Odoo 18 for subscription renewal management, companies can scale more efficiently, optimize cash flow, and enhance overall customer experience.

Book an implementation consultant today.