This enhancement introduces a smarter, plan-specific Auto-Renewal system for subscription management in Odoo. It ensures seamless continuity for monthly subscriptions while giving customers flexibility for yearly plans.
Key Features
- Monthly Subscriptions:
Automatically saves the customer’s payment token during checkout and enables auto-renewal by default, eliminating manual steps and ensuring uninterrupted service. - Yearly Subscriptions:
Provides an optional checkbox during checkout labeled "Enable Auto-Renewal":- Checked: Saves the payment token securely and sets the subscription to auto-renew.
- Unchecked: Subscription will expire at the end of the term unless the customer manually renews.
- Secure Storage:
Payment token details are stored in full compliance with the payment gateway’s security protocols, ensuring data protection and reliability.
User Steps
- Customer selects a Monthly or Yearly subscription plan.
- For Monthly Plans: Auto-renewal is enabled automatically; no user action is required.
- For Yearly Plans:
- Customer can opt in by checking the "Enable Auto-Renewal" box.
- If left unchecked, the plan remains manual renewal only.
- Subscription confirmation clearly reflects the chosen auto-renewal status.
- Backend records securely store payment token data for eligible plans to support automated renewals.
Benefits
- Reduces churn for monthly subscriptions by ensuring consistent renewals.
- Provides customers flexibility with yearly plans to opt in or out of auto-renewal.
- Improves the customer experience with a transparent, easy-to-understand setup.