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Sale Subscription Financial Risk

Beta License: LGPL-3 ursais/osi-addons

The Odoo Subscription module:

  • provides different stages for a subscription: Draft, In Progress, To Upsell, Closed.
  • supports multiples lines of services within a subscription
  • Services of a subscription in progress can be modified (product, description, quantity, unit price), added or removed.

Some organizations need to be able to suspend a running subscription based on some rules:

  • Customer has invoices that are overdue by more than X period of time (weeks, months) of the subscription (dynamic credit limit)
  • Customer has at least one invoice that is overdue by X days (configurable on the customer, by default = 15 days)

This module allows you to define credit and overdue control with dynamic limit based on subscriptions.

Table of contents

  • Go to Contacts
  • Create or select a partner
  • Go to the "Financial risk" tab
  • Set the credit limit type: "Fixed Amount" or "Based on Subscriptions" and their attributes
  • Set the overdue limit

A scheduled action will run everyday to update the subscriptions (suspend or not) based on the customer credit and overdue statuses.

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

This module is maintained by Open Source Integrators.

Open Source Integrators

Open Source Integrators™ (OSI) provides customers a unique combination of open source business process consulting and implementations.

Current maintainer:

Maxime Chambreuil

This module is part of the OSI Odoo Addons project on GitHub.

You are welcome to contribute. To learn how, please visit https://odoo-community.org/page/Contribute.