Subscription Period
Adding Subscription Periods and Date of Next Period, allowing users to track billing cycles and invoice before the subscription start date
Subscription Period
Adding Subscription Periods and Date of Next Period, allowing users to track billing cycles and invoice before the subscription start date
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
CLUEDOO BEHAVIOR
Cluedoo introduces an enhanced Subscription feature that incorporates the concept of a Subscription Period and Date of Next Period. This feature allows users to define recurring periods within a subscription, such as monthly or yearly cycles, and track the current start/end date for each billing period. Moreover, Cluedoo enables invoicing before the actual start date of the subscription, offering greater flexibility in handling advance payments and aligning with customer agreements.
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE
Go to Subscriptions > New to create a new subscription > Fill in the necessary information > Confirm When you fill in the start date in Subscription Period, the end date of the subscription will be automatically calculated based on your Quotation Template. Current Period will also be added. You can choose Invoicing Period BEFORE the Subscription's start date (e.g Subscription starts from Oct 1, Invoicing Date is 15 Sept) | |
After you confirm the subscription, the Date of Next Period will be updated as well Note that it will jump to the next period only after creating an invoice. | |
In the Invoice, the Label and Start/End Date are based on the Current Period. |