How “To Renew” Works in Recurring (Subscriptions) Module in Odoo 18 Enterprise
In Odoo 18 Enterprise, the Subscriptions (Recurring) module helps businesses manage contracts and recurring billing efficiently. One important stage in subscription management is the “To Renew” stage.
In this blog, we will understand how the “To Renew” stage works and how to manage it step-by-step.
What is “To Renew” in Subscriptions?
The “To Renew” stage indicates that:
* A subscription is about to expire
* Renewal action is required
* Sales team needs to follow up with the customer
It helps ensure that no subscription ends without proper renewal follow-up.
When Does a Subscription Move to “To Renew”?
A subscription moves to To Renew when:
* The subscription has a fixed duration
* The end date is approaching
* Automatic renewal is not enabled
Odoo automatically changes the stage based on the subscription configuration.
Step 1: Monitor “To Renew” Stage
* Go to Subscriptions
* Open the Kanban view
* Click Renew Button
.
Step 2: How to Renew a Subscription
* Open the subscription in To Renew stage.
* You will see a Renew button.
* Click Renew:
* A new quotation will be generated
* You can modify pricing if needed
* Confirm the renewal
Benefits of “To Renew” Stage
* Prevents revenue loss
* Helps track expiring subscriptions
* Improves customer retention
* Allows price renegotiation
* Better subscription lifecycle control
Best Practices
* Regularly check To Renew stage
* Set reminder activities for follow-up
* Enable email reminders for customers
* Review pricing before renewal
Conclusion
The “To Renew” feature in Odoo 18 Enterprise Subscriptions Module ensures that expiring subscriptions are properly tracked and renewed on time.
By effectively managing this stage, businesses can improve customer retention and maintain consistent recurring revenue.