Odoo Subscriptions: Manage Recurring Revenue

Odoo Subscriptions: Manage Recurring Revenue

Yannis, Odoo Expert
5 min read

Table of Contents

What Is Odoo Subscriptions?

Odoo Subscriptions is an application for selling recurring revenue products. Whether you offer online classes, software licenses, or maintenance contracts, this module handles the entire subscription lifecycle — from quoting to automatic billing to upselling.

Odoo Subscriptions app dashboard overview

It integrates directly with Odoo Sales, so recurring and one-time products can coexist on the same sales order.

Setting Up a Subscription Product

Mark the Product as Recurring

When creating a product in Odoo, mark it as recurring. This tells Odoo to treat it as a subscription product rather than a one-time purchase.

Product form with recurring checkbox enabled

Configure Time-Based Pricing

In the Time-based pricing section of the product form, set the price options for each billing interval:

  • Weekly, monthly, every two months, or any custom recurrence
  • Different prices for customers on different price lists (e.g., VIP pricing)

Time-based pricing configuration with multiple recurrence options

This flexibility lets you offer tiered pricing without managing separate products.

Creating a Subscription Quotation

Build the Quote

From the Subscriptions dashboard, click New and fill in:

  1. Customer information — select the customer
  2. Order lines — add the subscription product
  3. Recurrence — specify how often the customer pays (e.g., monthly)

New subscription quotation form with customer and order lines

The price adjusts automatically based on the customer's price list and the selected recurrence.

Enhance the Quotation

Several features help you present professional quotes:

FeaturePurpose
SectionsOrganize line items into logical groups
NotesAdd personalized messages at the bottom
Optional productsLet customers add extras (e.g., technical support) without cluttering the main quote

Quotation with sections, notes, and optional products

Send to the Customer

Click Send by email, customize the message, and send. The customer receives a link to their quote in the customer portal.

Send by email dialog with customized message

The Customer Portal Experience

When customers open their quote, they can:

  • Review the quotation details
  • Add optional products directly to the order
  • Download or print the PDF version
  • Add a payment method — Odoo automatically charges the card on the billing date

Customer portal showing quotation with optional products and payment options

The portal works on desktop and mobile, reducing back-and-forth with your sales team.

Automatic Billing and Satisfaction Tracking

Recurring Charges

Once a subscription is confirmed, Odoo manages automatic recurring charges based on the billing interval. No manual invoicing required.

Confirmed subscription with automatic recurring charges

Satisfaction Surveys

Set up automatic satisfaction surveys to go out after a defined period (e.g., one month). This gives you direct feedback from subscribers.

Satisfaction survey configuration settings

Automated Alerts for Retention

Create alerts that notify your sales team when a customer reports low satisfaction. This proactive approach to customer retention ensures unhappy subscribers get attention before they churn.

Automated alert configuration for low satisfaction customers

Upselling to Existing Subscribers

When the time is right, upselling is straightforward:

  1. Open the customer's subscription
  2. Click Upsell
  3. Add the new product to the order lines
  4. Confirm the upsell

Upsell button on subscription with new product added

The recurring sales order updates automatically to reflect the new products and pricing for the current pay period.

Updated sales order after upsell confirmation

Tracking Monthly Recurring Revenue (MRR)

Per-Customer MRR

Click the MRR button on any subscription to see how that customer's monthly recurring revenue has changed over time.

MRR chart showing individual customer revenue over time

Company-Wide MRR Reporting

Odoo's built-in reporting shows your total MRR across all subscriptions. Use this to:

  • Identify which months are most profitable
  • Correlate revenue spikes with marketing campaigns
  • Track growth trends over time

Company-wide MRR reporting dashboard

Campaign Attribution

Each subscription order can be linked to the ad campaign or marketing source that brought the customer in. This data integrates with the Odoo CRM app, so you can trace revenue back to specific campaigns like mass mailings or social media ads.

Subscription order showing campaign source attribution

Integrations with Other Odoo Apps

Odoo Subscriptions does not operate in isolation. It connects with:

AppIntegration
CRMTrack customer sources (search engines, social media, email marketing) and manage prospects
AccountingInvoices and payments sync automatically, keeping ledgers clean with no extra work
ProjectOrganize cross-functional tasks related to subscription fulfillment
SalesMix recurring and non-recurring products on the same order

Odoo apps integration overview showing CRM, Accounting, and Project connections

Getting Started

To begin using Odoo Subscriptions:

  1. Install the Subscriptions module from the Odoo Apps menu
  2. Create a recurring product with time-based pricing
  3. Send your first subscription quotation to a customer
  4. Configure satisfaction surveys and retention alerts
  5. Monitor MRR through the built-in reporting dashboard

The combination of automated billing, customer self-service, upselling tools, and integrated reporting makes Odoo Subscriptions a complete solution for managing recurring revenue.


References

Tags

OdooSubscriptionsRecurring RevenueMRRUpsellingSaaS
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