odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/subscriptions/payment_providers/wire_transfer.md

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+---
+title: "Wire transfer"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/payment_providers/wire_transfer.html"
+---
+
+=============
+# Wire transfer
+
+The *wire transfer* payment method allows for payment instructions to be shared with a customer
+after purchasing a product. With a subscription, these payment instructions are shared every time
+the payment is renewed.
+
+> **note**:
+>    The wire transfer payment method requires minimal setup, but in most cases, it is inefficient
+   compared to other online payment providers. It is recommended to use another payment provider
+   with subscriptions, due to wire transfers requiring manual confirmation for each payment.
+
+.. _subscriptions/wire-transfer-configuration:
+
+# Configuration
+
+To use the wire transfer payment method, first ensure the *Wire Transfer* payment method is enabled.
+
+To do so, begin by navigating to the *Payment Providers* page in either the **Accounting**,
+**Website**, or **Sales** apps.
+
+For example, navigate to :menuselection:`Accounting app --> Configuration --> Online Payments:
+Payment Providers`, then click the :guilabel:`Wire Transfer` card.
+
+> **tip**:
+>    If the **Accounting** app is not installed, the *Payment Providers* page can also be reached by
+   navigating to :menuselection:`Website app --> Configuration --> eCommerce: Payment Providers`, or
+   :menuselection:`Sales app --> Configuration --> Online Payments: Payment Providers`.
+
+Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire transfers. Use the drop-down
+menus next to the :guilabel:`Company` and :guilabel:`Website` fields to set where wire transfers can
+be used.
+
+The options in the :guilabel:`Configuration` tab can be used to customize the wire transfer.
+Optionally tick the checkbox next to :guilabel:`Enable QR Codes` to enable the use of QR codes when
+paying by wire transfer, if desired.
+
+Use the drop-down menu next to the :guilabel:`Communication` field to select the communication type
+used on sales orders. Choose :guilabel:`Based on Document Reference` to use the sales order (or
+invoice number), or :guilabel:`Based on Customer ID` to use the customer identifier. With either
+method selected, communication is given to the customer, once they choose the wire transfer payment
+method.
+
+The configuration options listed under the :guilabel:`Availability` section are used to set payment
+restrictions, and are optional. Use the :guilabel:`Maximum Amount` field to set a maximum payment
+value, the :guilabel:`Currencies` field to restrict any currencies from being used for payment, and
+the :guilabel:`Countries` field to restrict payment from any particular countries, if desired.
+
+In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field to add a message
+containing wire transfer information. This message is displayed to the customer after confirming
+their order, as well as if the order is marked as pending after the payment is processed.
+
+If :doc:`a bank account <../../../finance/accounting/bank>` has already been defined, the account
+number is automatically added to the default message generated by Odoo. A bank account can also be
+added afterwards, and the message updates with the appropriate bank information by clicking
+:icon:`fa-refresh` :guilabel:`Reload pending message`.
+
+Once all necessary configuration settings are complete, the :icon:`fa-eye-slash`
+:guilabel:`Unpublished` smart button located at the top of the page automatically changes to
+:icon:`fa-globe` :guilabel:`Published` to show the wire transfer payment option is now visible
+to customers. Only keep the payment method published if payments are ready to be received.
+
+> **tip**:
+>    It is possible to keep the payment method enabled, but **not** visible to customers, until
+   payments are ready to be received. To do that, set the smart button to :icon:`fa-eye-slash`
+   :guilabel:`Unpublished` after setting the :guilabel:`State` to :guilabel:`Enabled`.
+
+.. image:: wire_transfer/wire-transfer-published.png
+   :align: center
+   :alt: The wire transfer card enabled and published.
+
+## Test mode
+
+The wire transfer payment method can be tested before it is accessed by customers by selecting the
+:guilabel:`Test Mode` option in the :guilabel:`State` field on the form. Upon selecting
+:guilabel:`Test Mode`, an orange :guilabel:`Test mode` banner appears in the upper-right corner of
+the form.
+
+Next, enter the credentials for a bank account with accessible transactions in the
+:guilabel:`Messages` tab. To re-enable normal function after testing, change the :guilabel:`State`
+setting to :guilabel:`Enabled`.
+
+> **note**:
+>    By default, the payment provider remains :guilabel:`Unpublished` in :guilabel:`Test Mode`, so it
+   is not visible to visitors.
+
+> **warning**:
+>    It is recommended to use the :guilabel:`Test Mode` setting on a duplicate (or test) database to
+   avoid potential issues with invoice numbering.
+
+.. _subscriptions/wire-transfer-payment:
+
+# Pay by wire transfer
+
+With wire transfers :ref:`enabled and published <subscriptions/wire-transfer-configuration>`,
+customers see wire transfers as an available payment method at checkout when purchasing a product.
+
+When this method is selected by a customer, they are shown the *Pending Message* set in the
+:ref:`wire transfer configuration page <subscriptions/wire-transfer-configuration>`, after
+confirming their purchase. Once the purchase is confirmed, a sales order is created.
+
+.. image:: wire_transfer/payment-instructions-checkout.png
+   :align: center
+   :alt: The wire transfer pending message shown to customers.
+
+> **important**:
+>    Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until both the payment is
+   received, *and* the order is confirmed manually, using the :guilabel:`Confirm` button on the
+   sales order.
+
+To begin processing the payment, navigate to :menuselection:`Sales app --> Orders --> Orders`, and
+click the corresponding sales order. Ensure the sales order is correct, then click
+:guilabel:`Confirm` to confirm the sales order.
+
+Next, click the new :guilabel:`Create Invoice` button, then choose :guilabel:`Regular invoice`, and
+click :guilabel:`Create Draft Invoice`. A draft of the invoice appears. Click :guilabel:`Confirm` to
+validate the invoice.
+
+To send this invoice to the customer, click the :guilabel:`Send & Print` button. A :guilabel:`Send`
+pop-up window appears, with an email template configured, and a PDF invoice attached.
+
+Ensure the information is correct, then click :guilabel:`Send & Print`. The pop-up window
+disappears, and the :guilabel:`Send & Print` button turns gray to show the invoice has been sent.
+
+> **tip**:
+>    The default template for sending an invoice can be modified by navigating to
+   :menuselection:`Settings app --> Companies --> Email Templates --> Review All Templates -->
+   Invoice: Sending`.
+
+Next, click the :guilabel:`Register payment` button on the invoice page. A pop-up window titled,
+:guilabel:`Register Payment`, appears with options for selecting the type of payment. In the
+:guilabel:`Journal` field, select :guilabel:`Bank` from the drop-down menu. Next, set the
+:guilabel:`Payment Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and
+:guilabel:`Payment Date` are correct, then click the :guilabel:`Create Payment` button.
+
+.. image:: wire_transfer/register-payment.png
+   :align: center
+   :alt: The register payment pop-up window.
+
+The customer invoice is revealed with a green :guilabel:`In Payment` banner in the upper-right
+corner. At this point, the flow is now complete.
+
+.. image:: wire_transfer/in-payment-banner.png
+   :align: center
+   :alt: The green in payment banner displayed on the invoice.
+
+> **note**:
+>    If payment has been received before sending the invoice, such as in cash, the payment can still
+   be registered in Odoo by clicking the :guilabel:`Register Payment` button, and creating the
+   payment *before* clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the
+   :guilabel:`Send & Print` button, a new line is automatically added to the invoice message,
+   stating the invoice is already paid.

package/payload/skills/odoo18-docs/references/docs/applications/sales/subscriptions/payment_providers.md

@@ -0,0 +1,13 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/payment_providers.html"
+---
+
+:nosearch:
+# 
+# Payment providers
+
+.. toctree::
+   :titlesonly:
+
+   payment_providers/wire_transfer

package/payload/skills/odoo18-docs/references/docs/applications/sales/subscriptions/plans.md

@@ -0,0 +1,104 @@
+---
+title: "Subscription plans"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/plans.html"
+---
+
+==================
+# Subscription plans
+
+*Subscription plans* are :doc:`quotation templates
+<../sales/sales_quotations/quote_template>` used to preconfigure quotations with
+subscription products. Use subscription plans to quickly create subscription orders.
+
+# Configure subscription plans
+
+To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`.
+Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it.
+
+Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans
+use the same form as quotation templates.
+
+.. image:: plans/subplan-quotation-template.png
+   :align: center
+   :alt: Subscription plan (quotation template) configuration form.
+
+The subscription plan form contains the following options:
+
+- :guilabel:`Name`: Enter a name for the subscription plan at the top of the page.
+- :guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires,
+  starting from the day the quotation is sent to the customer. Leave this field at zero for the
+  quotation to never expire.
+- :guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or
+  :guilabel:`Payment` to enable the customer to confirm their subscription order by signing or
+  paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only
+  confirm the quotation in the backend.
+- :guilabel:`Confirmation Mail`: Select an :doc:`email template
+  </applications/general/companies/email_template>` for the confirmation email that is
+  automatically sent to the customer after the quotation is confirmed. Leave this field blank to
+  send nothing.
+
+  - To create a new email template, enter a name for the template, then click :guilabel:`Create and
+    edit`.
+  - To edit an existing email template, select one from the drop-down menu, then click on the
+    :guilabel:`Internal link` arrow at the end of the line.
+
+- :guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods
+  available here are the same ones that are configured in :menuselection:`Subscriptions -->
+  Configuration --> Recurrence Periods`.
+
+Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables
+the following additional options:
+
+- :guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`)
+  or a :guilabel:`Fixed` duration.
+
+  - If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until
+    either the customer or the company manually ends the subscription.
+  - If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines
+    the amount of time after which the subscription will automatically end.
+
+- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
+  from the :doc:`customer portal
+  </applications/websites/ecommerce/customer_accounts>`.
+- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
+  the due date are automatically closed.
+- :guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this
+  subscription plan are recorded. Leave this field blank to use the sales journal with the lowest
+  sequence.
+
+.. image:: plans/subplan-recurrence.png
+   :align: center
+   :alt: Subscription plan with Recurrence selected.
+
+In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a
+product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and
+:guilabel:`Unit of Measure`. Add as many products as desired to the order lines.
+
+In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to
+their quotation before confirming the order.
+
+If the subscription plan has unique :doc:`terms and conditions
+</applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the
+:guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used
+instead of the default terms and conditions set up in the *Sales* app settings.
+
+.. image:: plans/subplan-terms-conditions.png
+   :align: center
+   :alt: Subscription plan Terms & Conditions tab.
+
+# Use subscription plans on quotations
+
+Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales*
+app.
+
+From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then,
+select a subscription plan in the :guilabel:`Subscription Plan` field.
+
+The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled
+in. The quotation can then be modified further as needed.
+
+From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select
+a subscription plan in the :guilabel:`Quotation Template` field.
+
+All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether
+they were created in the *Subscriptions* app or the *Sales* app.

package/payload/skills/odoo18-docs/references/docs/applications/sales/subscriptions/products.md

@@ -0,0 +1,158 @@
+---
+title: "Subscription products"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/products.html"
+---
+
+=====================
+# Subscription products
+
+By closely integrating with the Odoo *Sales* app, the *Subscriptions* app enables users to sell
+subscription products alongside regular sales products. While regular products are sold on a
+one-time basis, subscription products are sold on a renewing basis, generating recurring revenue.
+
+In Odoo, subscription products are also called *recurring* products.
+
+# Configure recurrence periods
+
+To get started with subscriptions, the *recurrence periods* must be properly configured, as needed.
+
+Recurrence periods are the time periods in which subscriptions renew. They designate how often the
+customer pays for (and receives) subscription products.
+
+To configure recurrence periods, go to :menuselection:`Subscriptions app --> Configuration -->
+Recurrence periods`.
+
+.. image:: products/recurrence-periods-page.png
+   :align: center
+   :alt: The recurrence periods page in Odoo Subscriptions application.
+
+The *Subscriptions* app comes with some basic recurrence periods already configured:
+
+- :guilabel:`Monthly`
+- :guilabel:`Quarterly`
+- :guilabel:`Weekly`
+- :guilabel:`2 Weeks`
+- :guilabel:`Yearly`
+- :guilabel:`3 Years`
+- :guilabel:`5 Years`
+
+New recurrence periods can be added and/or edited at any time.
+
+To create a new recurrence period, click :guilabel:`New` on the :guilabel:`Recurrence Periods` page.
+Doing so reveals a blank recurrence period form.
+
+.. image:: products/recurrence-period-form.png
+   :align: center
+   :alt: A recurrence period form in Odoo Subscriptions application.
+
+Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the recurrence period, and select the
+:guilabel:`Unit` that defines the duration.
+
+> **important**:
+>    The unit :guilabel:`Days` *cannot* be used as a recurrence period on subscriptions. The daily
+   recurrence is meant for rentals, and **cannot** be added on recurring subscription sales orders.
+
+   This limitation is there to avoid sales orders that would generate daily invoices.
+
+# Product form configuration
+
+To create a new subscription product, navigate to :menuselection:`Subscriptions app --> Products -->
+Products`, and click :guilabel:`New`.
+
+Doing so reveals a blank product form, which can be configured and customized in a number of ways.
+
+> **note**:
+>    By default, the :guilabel:`Recurring` option is already enabled, prompting Odoo to recognize it
+   as a subscription product. Be sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold`
+   options enabled.
+
+   The :guilabel:`Product Type` field is set to :guilabel:`Service` by default, as well. However,
+   subscription products *can* be set to other types, if needed.
+
+> **important**:
+>    When creating a physical subscription product in the Odoo **Sales** application, the
+   :guilabel:`Invoicing Policy` must be set to :guilabel:`Ordered quantities`.
+
+   Setting it to :guilabel:`Delivered quantities` causes issues with invoice creation, and disrupts
+   the subscription process.
+
+   Similarly, when creating a physical subscription product in the Odoo **Subscriptions**
+   application, the :guilabel:`Invoicing Policy` must **not** be set to :guilabel:`Based on
+   Delivered Quantity (Manual)` for the same reasons.
+
+.. image:: products/subscription-product-form.png
+   :align: center
+   :alt: A basic subscription product form in Odoo Subscriptions application.
+
+## Time-based pricing
+
+Once the desired fields in the :guilabel:`General Information` tab have been entered, click the
+:guilabel:`Time-based pricing` tab on the product form.
+
+.. image:: products/time-based-pricing-tab.png
+   :align: center
+   :alt: The time-based pricing tab on a subscription product form in Odoo Subscriptions.
+
+From here, click :guilabel:`Add a price` to begin defining recurring prices.
+
+In the :guilabel:`Period` column, select a desired recurrence period. In the :guilabel:`Pricelist`
+column, select a pricelist, if needed. Then, in the :guilabel:`Price` column, enter the price for
+that recurrence period.
+
+> **note**:
+>    :guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on recurring products.
+
+   .. image:: products/validation-error-popup.png
+      :align: center
+      :alt: The validation error pop-up window that appears in Odoo Subscriptions.
+
+> **note**:
+>    There is *no limit* to how many lines can be added to the :guilabel:`Time-based pricing` table.
+
+> **tip**:
+>    An existing product can be made into a subscription product, simply by marking it as
+   :guilabel:`Recurring`, and configuring :guilabel:`Time-based pricing` on the product form.
+
+### Pricelists
+
+:doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with subscription products
+to give special pricing to customers included in pricelists.
+
+This can be configured either in the :guilabel:`Time-based pricing` tab of the product form, or on
+the pricelist form in the *Sales* application.
+
+To create recurring price rules for specific pricelists in the :guilabel:`Time-based pricing` tab of
+the product form, select a pricelist in the :guilabel:`Pricelist` column.
+
+.. image:: products/pricelist-time-based-pricing.png
+   :align: center
+   :alt: Pricelists in the "Time-based pricing" tab of the product form.
+
+When pricelists are added to the :guilabel:`Time-based pricing` tab, the pricelist form in the
+*Sales* app is automatically updated.
+
+Time-based pricing rules can also be configured directly on the pricelist form.
+
+To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, and select a pricelist (or
+click :guilabel:`New` to create a new pricelist).
+
+> **note**:
+>    Pricelists are also accessible through the Odoo *Subscriptions* app by following the same menu
+   steps.
+
+Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, click :guilabel:`Add a
+line`.
+
+.. image:: products/pricelist-form-time-based-rules-tab.png
+   :align: center
+   :alt: The time-based rules tab on a pricelist form in Odoo Sales.
+
+Then, select a subscription product in the :guilabel:`Products` column, and select a recurrence
+period in the :guilabel:`Period` column. Lastly, enter a :guilabel:`Price` for that particular
+product and period. Add as many lines as needed.
+
+When :guilabel:`Time-based rules` are added to the pricelist form, the :guilabel:`Time-based
+pricing` tab of the product form is automatically updated.
+
+.. seealso::
+   :doc:`ecommerce`

package/payload/skills/odoo18-docs/references/docs/applications/sales/subscriptions/renewals.md

@@ -0,0 +1,133 @@
+---
+title: "Renew subscriptions"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/renewals.html"
+---
+
+===================
+# Renew subscriptions
+
+The foundation of any subscription business model is recurring payments. This is when customers
+reliably pay a regular amount at specific intervals, in exchange for access to a subscription
+product or service.
+
+Subscription renewal is the process customers follow when they willingly choose to continue
+participating in, and paying for, a subscription product or service.
+
+Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc.
+-- depending on the duration of the agreed-upon contract.
+
+Most companies that offer subscriptions prefer to automate the renewal process for customers.
+However, manual subscription renewals are still used in some cases.
+
+With the Odoo **Subscriptions** application, a company can manage all of its subscriptions in one
+place. Renewals can be processed automatically, or manually, include additional products or upsells
+per renewal order, and be filtered in batch views to quickly locate customers who need to renew
+their subscriptions.
+
+# Subscription renewals
+
+In order to renew a subscription, a quotation with a subscription product **must** be confirmed,
+with a configured *Recurring Plan* selected.
+
+To open a subscription quotation, navigate to :menuselection:`Subscriptions app --> Subscriptions
+--> Quotations`, and select the desired quotation from the list. Or, create a new one by clicking
+:guilabel:`New` to open a new quotation form.
+
+> **note**:
+>   - Only a singular product is required.
+  - A subscription service counts as a product, as it is considered a recurring product.
+
+Subscription quotations **must** be confirmed, and payment from the customer for the
+initial subscription **must** be invoiced and registered in order to successfully open a *Renewal
+Quotation*.
+
+.. seealso::
+   For more information on the above process of confirming quotations and invoicing payments,
+   see:
+   - :doc:`../sales/sales_quotations/create_quotations`
+   - :doc:`../sales/sales_quotations/get_paid_to_validate`
+
+Once the payment from the subscription quotation is confirmed, the quotation turns into a sales
+order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons
+also appear at the top of the sales order, including a :guilabel:`Renew` button.
+
+.. image:: renewals/renew-button.png
+  :align: center
+  :alt: Renew button on subscription sales order with Odoo Subscriptions.
+
+When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation,
+complete with a :guilabel:`Renewal Quotation` tag.
+
+.. image:: renewals/renewal-quotation.png
+  :align: center
+  :alt: Renewal quotation in the Odoo Subscriptions application.
+
+From here, a standard sales flow can occur to confirm the quotation. This typically begins
+by clicking :guilabel:`Send by Email`, which sends a copy of the quotation to the customer, by
+email, for them to confirm, and eventually, pay for.
+
+> **note**:
+>   In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is
+  the renewal of the subscription from the original sales order.
+
+Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a
+:guilabel:`Sales History` smart button appears at the top of the page.
+
+.. image:: renewals/sales-history-smart-button.png
+  :align: center
+  :alt: Sales History smart button in the Odoo Subscriptions application.
+
+When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page,
+showcasing the different sales orders attached to this subscription, along with their individual
+:guilabel:`Subscription Status`.
+
+.. image:: renewals/sales-history-page.png
+  :align: center
+  :alt: Renewal quotation in the Odoo Subscriptions application.
+
+Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button
+also appears at the top of the sales order.
+
+.. image:: renewals/mrr-smart-button.png
+  :align: center
+  :alt: MRR smart button in the Odoo Subscriptions application.
+
+When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue
+related to this specific subscription.
+
+> **important**:
+>    On rare occasions, automatic payment can fail, which results in a *Payment Failure* tag on the
+   top-right of the sales order, if there is an error in the payment method.
+
+   This is done to prevent the system from charging the customer again the next time a scheduled
+   action is run. Because the status of the payment is unknown, Odoo requests a manual operation to
+   check if the payment has been made, before the payment can be used again.
+
+   To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`.
+   Click into the desired subscription, then check the *Chatter* to see if the payment was made.
+
+   If the payment was **not** made, first enter :doc:`debug mode <../../general/developer_mode>`.
+   Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract
+   in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone.
+
+   If the payment **was** made, a new invoice must be made and posted manually. This automatically
+   updates the next invoice date of the subscription. Once created, enter :doc:`debug mode
+   <../../general/developer_mode>`, and navigate to the new sales order. Click the :guilabel:`Other
+   Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`.
+   Reload the sales order, and the :guilabel:`Payment Failure` tag is gone.
+
+   .. figure:: renewals/contract-in-exception.png
+      :align: center
+      :alt: The "contract in exception" option selected with the "payment failure" tag shown.
+
+      The :guilabel:`contract in exception`` option selected with the :guilabel:`payment failure`
+      tag shown.
+
+   In both cases, once the :guilabel:`Contract in exception` option is no longer selected, Odoo
+   handles renewals automatically again. If the subscription remains in *payment failure*, it is
+   skipped by Odoo until the sales order is closed.
+
+.. seealso::
+   - :doc:`../subscriptions`
+   - :doc:`plans`
+   - :doc:`products`