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Subscription Management
Simplify Recurring Billing with Odoo Subscription Management
Manage customer subscriptions, recurring billing, invoicing, payments and reminders through a centralized subscription management workflow designed for recurring business operations.
Recurring Billing
Manage recurring charges
Invoicing
Organize recurring invoices
Payments
Track payment activities
Reminders
Support customer follow-ups
Subscription Management
One workflow for your recurring customers
Managing customer subscriptions can involve several activities, including sales orders, subscription tracking, billing, invoicing, payments and customer reminders.
The Globalteckz Subscription Management Module brings these activities into a structured workflow within the ERP environment, helping businesses manage recurring customer transactions more systematically.
It is designed for organizations that sell recurring products or services and require a centralized way to manage their subscription operations.
The module works alongside the Odoo ERP platform and can be further customized according to specific business requirements.
Core Features
Everything you need to manage subscriptions
The module provides functionality for managing the recurring customer lifecycle, from subscription orders through billing and payment follow-up.
Quick Installation
Install the subscription management functionality and configure it according to your business workflow.
Recurring Billing
Simplify recurring billing activities and reduce repetitive manual processes associated with subscription customers.
Payment Management
Manage payment-related activities connected with recurring customer transactions.
Recurring Invoicing
Manage invoices associated with recurring subscription transactions through a structured billing workflow.
Reminder Emails
Support recurring customer communication and payment follow-ups through subscription-related reminders.
Further Customizable
Extend the module when additional business workflows or functionality are required.
Subscription Workflow
From sales order to recurring billing
The subscription workflow begins within Sales Management and identifies orders that need to be handled as recurring subscriptions.
01
Create Sales Order
Navigate to Sales Management and create a new sales order for the customer.
02
Select Subscription
Identify the order as a subscription using the available subscription option.
03
Manage Billing
Handle recurring billing and invoice-related activities associated with the subscription.
04
Follow Up
Manage payments and recurring customer reminders throughout the subscription process.
Module Preview
See the subscription workflow in action
The following screenshots demonstrate how subscription orders can be created and identified within the sales workflow.
Step 01
Create a Sales Order
Start from Sales Management and create a new sales order for the customer. This forms the starting point of the subscription workflow.
Step 02
Identify the Subscription
After installation, the subscription option allows users to identify whether a sales order represents a recurring subscription.
Customer Lifecycle
Manage the recurring customer journey
Subscription management involves multiple activities beyond creating an initial order. A structured workflow helps connect these activities throughout the customer lifecycle.
Subscription Creation
Identify recurring customer orders and establish the subscription workflow.
Recurring Billing
Manage recurring billing activities for subscription customers.
Invoice Management
Handle invoices generated as part of recurring customer transactions.
Payment Follow-Up
Support payment tracking and customer reminders throughout the recurring billing cycle.
Business Benefits
Why use subscription management?
A structured subscription process can help businesses manage recurring customer activities more efficiently.
Reduce Repetitive Work
Structure recurring billing and invoicing processes to reduce repetitive administrative activities.
Centralize Subscription Information
Keep recurring customer transactions connected with the broader ERP workflow.
Improve Billing Visibility
Maintain a structured process for recurring billing and invoice-related activities.
Simplify Customer Follow-Ups
Use recurring reminders to support communication around invoices and subscription payments.
Use Cases
Businesses that can use subscription management
Subscription workflows can support different business models where customers are billed on a recurring basis.
Service Businesses
Manage customers who purchase recurring services or ongoing support packages.
Software Companies
Organize recurring customer billing for subscription-based software services.
Membership Businesses
Manage recurring customer memberships and related billing activities.
Maintenance Services
Handle recurring maintenance and support contracts through a structured workflow.
Recurring Service Plans
Support monthly, quarterly or yearly recurring service arrangements.
Subscription Products
Manage customers purchasing products through recurring subscription arrangements.
Need a customized subscription workflow?
Every business can have different subscription rules, billing cycles, customer workflows and reporting requirements. The module can therefore be further customized where additional functionality is required.
Globalteckz can extend the Odoo ERP software environment with customized workflows, integrations and additional functionality based on business requirements.
FAQ
Frequently Asked Questions
What is the Globalteckz Subscription Management Module?
It is a subscription management solution designed to help businesses manage recurring customer transactions, billing, invoicing, payments and reminders.
Can the module manage recurring billing?
Yes. The module is designed to support recurring billing activities as part of the subscription workflow.
Can subscription orders be identified separately?
Yes. After installation, a subscription option is available within the sales order workflow to identify subscription-based orders.
Can the subscription module be customized?
Yes. Additional customization can be considered based on specific business workflows and functional requirements.
Where can I see the complete module flow?
You can download the complete Subscription Management Module presentation using the download link below.
Explore Subscription Management for Your Business
Manage recurring customers, billing, invoicing and payment follow-ups through a structured subscription workflow.
Download Complete Module PresentationFrequently Asked Questions
This Odoo App is one-time purchase for a particular version of Odoo ERP that you select. For instance V. 14, V13 etc. You dont need to pay monthly fees or licenses.
Yes, this Odoo App is compatible with Enterprise and Community Edition both.
Yes ! You can fully customize this app as per your business needs and requirements. Customization charges are extra based on your requirements. You can contact our team on sales@globalteckz.com
This App comes with a warranty of 6 months from the date of purchase until any custom changes not made on this particular Odoo App by Third-party vendors. The Warranty of this app get Void if any third party customizations made any change in the core code.
Globalteckz offers you 6 months of No Cost support for apps costing above 399 Euros. For less than 399 Euros A 3 Month of Support is provided by Globalteckz Team. Support voids if there is any custom coding done in the core code by third-party vendor.
You can get the demo from our Experts on this Odoo App Kindly email us on sales@globalteckz.com for more information.
This Odoo App may require other supporting Odoo Apps to make the particular module fully functional. All our support apps are provided to you after you purchase this module from our app store. Supportive apps are almost free for community edition & Enterprise edition. That means you dont need to pay any extra cost for the same.
Complete Subscription Management Documentation
Download the complete presentation to explore the module flow and functionality in greater detail.
Download Complete PresentationManaging customer subscriptions is a piece of cake with Globalteckz Subscription Module ! Globalteckz Subscriptions is your definitive recurring billing and subscription management solution. Effortlessly manage the entire customer life cycle, Billing, invoicing, reminder emails from accepting recurring payments to handling customer subscriptions.
Subscription Management module of Globalteckz is crafted specifically to manage end-to-end subscription management platform with the capabilities and insights you need to grow a healthy subscription business and create customers for life.
This module provides you with following features
Get installation in minutes.
Automate billing and save time.
Payments made easy.
Invoicing and recurring reminders get easy.
Further Customizable.
Following are the list of features with screenshots
In the below screenshot we start preparing the sales order โ By going into sales management module > Sales Order and โCreate Buttonโ
After installation of the subscription management module you can see that there is a checkbox weather itโs a subscription or not.
Frequently Asked Questions
This Odoo App is one-time purchase for a particular version of Odoo ERP that you select. For instance V. 14, V13 etc. You dont need to pay monthly fees or licenses.
Yes, this Odoo App is compatible with Enterprise and Community Edition both.
Yes ! You can fully customize this app as per your business needs and requirements. Customization charges are extra based on your requirements. You can contact our team on sales@globalteckz.com
This App comes with a warranty of 6 months from the date of purchase until any custom changes not made on this particular Odoo App by Third-party vendors. The Warranty of this app get Void if any third party customizations made any change in the core code.
Globalteckz offers you 6 months of No Cost support for apps costing above 399 Euros. For less than 399 Euros A 3 Month of Support is provided by Globalteckz Team. Support voids if there is any custom coding done in the core code by third-party vendor.
You can get the demo from our Experts on this Odoo App Kindly email us on sales@globalteckz.com for more information.
This Odoo App may require other supporting Odoo Apps to make the particular module fully functional. All our support apps are provided to you after you purchase this module from our app store. Supportive apps are almost free for community edition & Enterprise edition. That means you dont need to pay any extra cost for the same.
Globalteckz is one of the leading software development company and ERP service providers since 2013, offering expert solutions in Odoo, ERPNext, and business automation for startups and enterprises. With a skilled team, we deliver customized ERP implementation and support to streamline operations and drive digital transformation across the globe, India, UAE, USA, Canada, and the UK.
