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[IMP] Subscriptions: updated Billing Period language and others

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closes odoo/documentation#14784

Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
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therealthagomizer
2025-10-06 10:41:11 -07:00
parent 00b2634fd1
commit eb793729d5
1 changed files with 11 additions and 10 deletions
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content/applications/sales/subscriptions.rst
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@@ -80,9 +80,9 @@ After giving the recurring plan a suitable :guilabel:`Name` (e.g. `Monthly`, `Bi
`Quarterly`, etc.), proceed to the form's :guilabel:`DETAILS` section to fill out the following `Quarterly`, etc.), proceed to the form's :guilabel:`DETAILS` section to fill out the following
configuration fields: configuration fields:
- :guilabel:`Billing Period`: determines the recurrence period of the recurring plan. Set the - :guilabel:`Billing Period`: determines the frequency with which the subscription is billed. Set
numerical value in the text field and contextualize the quantity with a unit of time in the the unit of time (:guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`) in the drop-down
corresponding drop-down menu, in :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`. menu and the numerical value in the corresponding text field.
- :guilabel:`Automatic Closing`: a numerical value, in days, where the subscription is set to close - :guilabel:`Automatic Closing`: a numerical value, in days, where the subscription is set to close
automatically if payment is not made. automatically if payment is not made.
@@ -92,16 +92,17 @@ configuration fields:
that month if payment is not received. that month if payment is not received.
- :guilabel:`Align to Period Start`: sets new and recurring subscription plans to bill on the first - :guilabel:`Align to Period Start`: sets new and recurring subscription plans to bill on the first
day of the next :guilabel:`Billing Period`. When a subscription plan is purchased in the middle day of the next :guilabel:`Billing Period`. When a subscription plan is purchased in the middle of
of a billing period, the invoice shows a reduced cost. a billing period, the invoice shows a reduced cost. Setting a custom period start dates (such as
the 5th of each month) requires custom development and is not available by default.
.. example:: .. example::
On the 15th of July, a customer purchases a monthly subscription for a streaming service. On the 15th of July, a customer purchases a monthly subscription for a streaming service.
Selecting :guilabel:`Align to Period Start` for this recurring plan ensures that all Selecting :guilabel:`Align to Period Start` for this recurring plan configures this
subscriptions are billed on the 1st of each month. Their subscription begins as soon as subscription to bill on the 1st of each month. The subscription begins as soon as payment is
payment is confirmed. The quotation shows the full cost of the subscription for July 1 - 31, confirmed. The quotation shows the full cost of the subscription for July 1 - 31, but the
but the invoice shows an adjusted cost for July 15 - 31. On the 1st of August, the customer is invoice shows an adjusted cost for July 15 - 31. On the 1st of August, the customer is charged
charged the full price for the month's subscription. the full price for the month's subscription.
- :guilabel:`Company`: optional assignment, if the database has :doc:`Multi-company - :guilabel:`Company`: optional assignment, if the database has :doc:`Multi-company
<../general/companies/multi_company>` functionality enabled. Assigning this value will make the <../general/companies/multi_company>` functionality enabled. Assigning this value will make the