odoo-forge-bundle 0.1.0

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

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+---
+title: "Subscription reports"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/reports.html"
+---
+
+====================
+# Subscription reports
+
+.. |MRR| replace:: :abbr:`MRR (Monthly Recurring Revenue)`
+.. |ARR| replace:: :abbr:`ARR (Annual Recurring Revenue)`
+
+The Odoo **Subscriptions** app provides a series of reporting pages to help companies analyze how
+subscriptions are performing.
+
+On the *Subscriptions Analysis* reporting page, users can view specific data related to recurring
+subscriptions, quantity of subscriptions, in-progress or paused subscriptions, and more.
+
+The *Retention Analysis* reporting page provides an organized table of subscription retention
+percentages over any period of time.
+
+The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics for subscriptions into
+various graphs, lists, and charts.
+
+And the *MRR Analysis* reporting page offers a time-based collection of analytics showcasing how
+subscription |MRR| and |ARR| have changed over the course of any given period of time.
+
+# Reporting page elements
+
+All subscriptions-based reporting pages can be accessed via the :guilabel:`Reporting` header menu in
+the **Subscriptions** app.
+
+The following sections describe elements found on each reporting page.
+
+## Filters and Group By
+
+*Filters* are used to narrow down metrics to show specific analytics, whereas groupings (via the
+*Group By* option) are used to gather the data from specific sections into groups for more
+organized analysis.
+
+This section refers to both filters and groupings, as a combination of the two can be saved in the
+*Favorites* section.
+
+To modify the results being shown on any reporting page, click the :icon:`fa-caret-down`
+:guilabel:`(down arrow)` icon to the right of the search bar. Doing so reveals a drop-down menu of
+detailed filter and grouping options.
+
+If desired, a filter or grouping (or combination of filters and/or groupings) can be saved in the
+:guilabel:`Favorites` section of that drop-down menu. To do so, click the :icon:`fa-caret-down`
+:guilabel:`(down arrow)` icon beside :guilabel:`Save current search`, located beneath the
+:guilabel:`Favorites` section.
+
+This reveals a field to assign a title to the favorite filter. Two options are also found beneath
+the title field: :guilabel:`Default filter` and :guilabel:`Shared`.
+
+Ticking the checkbox beside :guilabel:`Default filter` makes the newly-favorited filter the default
+option for that reporting page.
+
+Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited filter available to other
+users in the database.
+
+> **note**:
+>    The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** required, and only
+   *one* of these options can be selected at a time.
+
+To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` section of the drop-down
+filter menu.
+
+When clicked, that saved filter appears beneath the :guilabel:`Favorites` column of the drop-down
+filter menu, and a :icon:`fa-star` :guilabel:`(gold star)` icon appears beside the favorite filter's
+name in the search bar.
+
+## Views
+
+On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and :guilabel:`MRR Analysis`
+reporting pages, three different view options are located in the upper-right corner.
+
+> **note**:
+>    There are *no* other view options available on the :guilabel:`Retention Analysis` reporting page.
+
+The available view options, from left to right, are:
+
+- :guilabel:`Graph`
+- :guilabel:`List`
+- :guilabel:`Pivot`
+
+.. image:: reports/subscriptions-analysis-page-view-options.png
+   :align: center
+   :alt: The different view options available on the Subscriptions Analysis page.
+
+Each view has its own series of related view-specific visual options.
+
+### Graph view
+
+With the graph view selected, the following options appear between the search bar and visual
+representation of the data. These graph-specific options are located to the right of the
+:guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons.
+
+.. image:: reports/subscriptions-graph-specific-options.png
+   :align: center
+   :alt: The different graph view options in the Odoo Subscriptions app.
+
+The first three options, from left to right, represent different graph-related views. The remaining
+options represent different ways to organize and visualize that specific graph-related data.
+
+From left to right, the specific graph-related view options are:
+
+- :icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar chart format.
+- :icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line chart format.
+- :icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie chart format.
+
+Each graph view option has its own series of specific visual options, which are represented by the
+available buttons that appear to the right of the selected graph-related view option.
+
+When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, the following visual
+options are available:
+
+- :icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked visual format.
+- :icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in descending order.
+- :icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in ascending order.
+
+When the :guilabel:`Line Chart` graph view is selected, the following visual options are available:
+
+- :icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked visual format.
+- :icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated, increasing format.
+- :icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in descending order.
+- :icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in ascending order.
+
+When the :guilabel:`Pie Chart` graph view is selected, there are no additional visual options.
+
+### List view
+
+With the list view selected, the subscription metrics being analyzed are displayed in a simple list,
+which can be fully customized by using any of the available filters or groupings in the drop-down
+filter menu (accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of
+the search bar).
+
+> **note**:
+>    With list view selected, the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in
+   Spreadsheet` button are *not* available.
+
+### Pivot view
+
+With the pivot view selected, the subscription metrics are displayed in a data table, which can be
+fully customized.
+
+The pivot data table can be customized using the options available in the :guilabel:`Measures`
+drop-down menu, and/or the filter grouping options available in the filter drop-down menu
+(accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search
+bar).
+
+Three pivot-specific options are available, located to the right of the :guilabel:`Measures`
+drop-down menu and :guilabel:`Insert in Spreadsheet` button.
+
+.. image:: reports/subscriptions-pivot-view-options.png
+   :align: center
+   :alt: The pivot-specific view options available in the Odoo Subscriptions app.
+
+From left to right, those pivot-specific view options are:
+
+- :icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip.
+- :icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns of the pivot data
+  table expand fully.
+- :icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is downloaded as an
+  :file:`.xlsx` file.
+
+## Measures
+
+The graph and pivot reporting pages have their own metric-specific :guilabel:`Measures` drop-down
+menu of data-related options to choose from, located in the upper-left corner, above the visual
+representation of metrics.
+
+.. image:: reports/subscriptions-measures-drop-down.png
+   :align: center
+   :alt: The standard measures drop-down menu in the Odoo Subscriptions app.
+
+When the :guilabel:`Measures` button is clicked, a series of selectable measures becomes available,
+via a drop-down menu. When any of the options are selected from the :guilabel:`Measures` drop-down
+menu, the chosen metrics related to that specific measure appear on the reporting page.
+
+> **note**:
+>    For more information on the different measures that can be utilized on each reporting page, refer
+   to the :ref:`specific reporting page breakdowns <subscriptions/reports/reporting>` found below in
+   this documentation.
+
+## Insert in spreadsheet
+
+Beside the :guilabel:`Measures` drop-down menu, there is an :guilabel:`Insert in Spreadsheet`
+button.
+
+When clicked, the ability to add the configured data currently being showcased on the reporting page
+into a new or pre-existing spreadsheet or dashboard becomes available, via a pop-up window.
+
+.. image:: reports/subscriptions-analysis-spreadsheet-popup.png
+   :align: center
+   :alt: The spreadsheet pop-up window of the Subscriptions Analysis page.
+
+Select the desired option from this pop-up window, then click :guilabel:`Confirm`.
+
+.. _subscriptions/reports/reporting:
+
+# Reporting pages
+
+In the Odoo **Subscriptions** app, there are four different reporting pages available.
+
+To access, analyze, and customize various reports related to subscriptions, navigate to
+:menuselection:`Subscriptions app`, and click the :guilabel:`Reporting` drop-down menu in the
+header to reveal the following reporting pages:
+
+- :guilabel:`Subscriptions`
+- :guilabel:`Retention`
+- :guilabel:`MRR Breakdown`
+- :guilabel:`MRR Timeline`
+
+Clicking any of those options reveals a separate, fully-customizable reporting page focusing on that
+particular aspect of subscription data.
+
+The following is a breakdown of those four specific reporting pages.
+
+## Subscriptions analysis
+
+To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to
+:menuselection:`Subscriptions app --> Reporting --> Subscriptions`.
+
+By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view, is selected on the
+:guilabel:`Subscriptions Analysis` reporting page.
+
+The following filters are also present in the search bar: :guilabel:`In Progress or Paused` and
+:guilabel:`Recurring`.
+
+.. image:: reports/subscriptions-analysis-page-default.png
+   :align: center
+   :alt: The default view of the Subscriptions Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` button on the :guilabel:`Subscriptions Analysis` page is
+clicked, a series of metric-related options becomes available as a drop-down menu.
+
+.. image:: reports/subscriptions-analysis-measures.png
+   :align: center
+   :alt: The measures drop-down menu of the Subscriptions Analysis page.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the
+:guilabel:`Subscriptions Analysis` page are:
+
+- :guilabel:`Monthly Recurring`
+- :guilabel:`Quantity`
+- :guilabel:`Recurring Revenue`
+- :guilabel:`Untaxed Total`
+- :guilabel:`Yearly Recurring`
+- :guilabel:`Count`
+
+> **note**:
+>    The :guilabel:`Monthly Recurring` measure option is selected by default.
+
+When any of those available measures are clicked, Odoo displays that selected data on the reporting
+page for further analysis.
+
+## Retention analysis
+
+To access the :guilabel:`Retention Analysis` reporting page, navigate to
+:menuselection:`Subscriptions app --> Reporting --> Retention`.
+
+The :guilabel:`Retention Analysis` reporting page differs from the other **Subscriptions** app
+reporting pages, in that it does **not** provide any additional view options. The data on this page
+is only presented in a customizable data chart.
+
+.. image:: reports/subscriptions-retention-analysis-page-default.png
+   :align: center
+   :alt: The default view of the Retention Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-retention-analysis-measures.png
+   :align: center
+   :alt: The measures drop-down menu of the Retention Analysis page.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention
+Analysis` reporting page are:
+
+- :guilabel:`Amount to invoice`
+- :guilabel:`Margin`
+- :guilabel:`Margin (%)`
+- :guilabel:`Prepayment percentage`
+- :guilabel:`Shipping Weight`
+- :guilabel:`Unpaid Amount`
+- :guilabel:`Count`
+
+> **note**:
+>    The :guilabel:`Count` measure option is selected by default.
+
+To the right of the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` page
+is an additional drop-down menu containing different time periods. The default time period is
+:guilabel:`Month`.
+
+When clicked, a drop-down menu of various time period options become available.
+
+.. image:: reports/subscriptions-retention-analysis-time-periods.png
+   :align: center
+   :alt: The time period drop-down menu of the Retention Analysis page.
+
+The time period options are:
+
+- :guilabel:`Day`
+- :guilabel:`Week`
+- :guilabel:`Month`
+- :guilabel:`Year`
+
+When a time period option from this drop-down menu is selected, the :guilabel:`Retention Analysis`
+reporting page showcases data for the configured measures and filters within that time period.
+
+To the right of the time period drop-down menu, there is a download button, which allows the user to
+download the data presented on the :guilabel:`Retention Analysis` page as an Excel file.
+
+## MRR breakdown
+
+To access the :guilabel:`MRR Breakdown` reporting page, navigate to :menuselection:`Subscriptions
+app --> Reporting --> MRR Breakdown`.
+
+By default, the data displayed on the :guilabel:`MRR Breakdown` reporting page is in graph view,
+with the :guilabel:`Bar Chart` option and :guilabel:`Stacked` option selected.
+
+A default filter is also available in the search bar for :guilabel:`Event Date: Month > Event Type`.
+
+.. image:: reports/subscriptions-mrr-breakdown-default.png
+   :align: center
+   :alt: The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-mrr-breakdown-measures.png
+   :align: center
+   :alt: The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR
+Breakdown` reporting page are:
+
+- :guilabel:`Active Subscriptions Change`
+- :guilabel:`ARR Change`
+- :guilabel:`MRR Change`
+- :guilabel:`Count`
+
+> **note**:
+>    The :guilabel:`MRR Change` measure option is selected by default.
+
+> **tip**:
+>    To make a different measure option the default, first, select the desired measure from the
+   :guilabel:`Measures` drop-down menu. Then, click the :icon:`fa-caret-down` :guilabel:`(down
+   arrow)` icon in the search bar to open the mega menu of filters and groupings.
+
+   In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` :guilabel:`(down arrow)`
+   icon beside :guilabel:`Save current search` to reveal a field, where a title can be entered,
+   along with two checkboxes::guilabel:`Default filter` and :guilabel:`Shared`.
+
+   Tick the checkbox for :guilabel:`Default filter`, and click :guilabel:`Save`.
+
+   That newly-chosen measure option is now the default option that appears when this reporting page
+   is accessed.
+
+## MRR analysis
+
+To access the :guilabel:`MRR Analysis` reporting page, navigate to :menuselection:`Subscriptions
+app --> Reporting --> MRR Timeline`.
+
+By default, the data displayed on the :guilabel:`MRR Analysis` reporting page is in graph view, with
+the :guilabel:`Line Chart` option, :guilabel:`Stacked` option, and :guilabel:`Cumulative` option
+selected.
+
+A default filter is also found in the search bar for :guilabel:`Event Date: Month`.
+
+.. image:: reports/subscriptions-mrr-analysis-default.png
+   :align: center
+   :alt: The default appearance of the MRR Analysis reporting page in Odoo Subscriptions.
+
+When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page is
+clicked, a series of metric-related options become available.
+
+.. image:: reports/subscriptions-mrr-analysis-measures.png
+   :align: center
+   :alt: The default appearance of the MRR Analysis reporting page in Odoo Subscriptions.
+
+The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR
+Analysis` reporting page are:
+
+- :guilabel:`Active Subscriptions Change`
+- :guilabel:`ARR Change`
+- :guilabel:`MRR Change`
+- :guilabel:`Count`
+
+> **note**:
+>    The :guilabel:`MRR Change` measure option is selected by default.
+
+.. seealso::
+   - :doc:`../subscriptions`
+   - :doc:`plans`
+   - :doc:`products`

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

@@ -0,0 +1,188 @@
+---
+title: "Scheduled actions"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/subscriptions/scheduled_actions.html"
+---
+
+=================
+# Scheduled actions
+
+*Scheduled actions* are pre-configured processes that allow users to automate certain tasks within a
+database, based on a designated schedule or number of occurrences. These tasks can include sending
+emails, generating invoices, data clean-up, and so much more.
+
+In Odoo, some scheduled actions are active, by default, to ensure that certain functions are
+triggered automatically, however there are *also* many scheduled action options that appear in the
+database that are **not** activated by default.
+
+In Odoo *Subscriptions*, there are two scheduled actions that initiate the billing process for
+active recurring subscriptions, as well as when billing should stop due to subscription expiration.
+
+They are turned on, by default and can be deactivated at any time in order to manage subscriptions
+manually.
+
+# Access scheduled actions
+
+> **important**:
+>    In order to access scheduled actions, :ref:`developer mode <developer-mode>` **must** be
+   activated.
+
+With developer mode activated, navigate to :menuselection:`Settings app --> Technical --> Scheduled
+Actions`.
+
+.. image:: scheduled_actions/scheduled-actions-technical-settings-page.png
+   :align: center
+   :alt: The scheduled actions option under the technical menu in the Odoo Settings application.
+
+Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On this page, there is a
+complete list of scheduled actions for the entire database.
+
+From here, enter `Subscription` in the search bar. Doing so provides three subscription-specific
+results. The following documentation focuses on the last two results in the list:
+
+- :guilabel:`Sale Subscription: generate recurring invoices and payments`
+- :guilabel:`Sale Subscription: subscriptions expiration`
+
+.. image:: scheduled_actions/scheduled-actions-page-subscription-results.png
+   :align: center
+   :alt: The subscription-related results on the scheduled actions page in Odoo Settings.
+
+Determine if a scheduled action is active by looking under the :guilabel:`Active` column, in the
+it's corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if
+the checkbox is green with a check mark, the scheduled action is active.
+
+If a scheduled action needs to be activated, click into the desired scheduled action from the list.
+
+.. image:: scheduled_actions/scheduled-action-form.png
+   :alt: The scheduled action form in the Odoo Settings application.
+
+Then, from the scheduled action form, toggle the switch in the :guilabel:`Active` field to the
+right. Doing so turns the switch green, indicating that the scheduled action is now `Active`.
+
+The ability to set up how often the scheduled action runs is also available on the scheduled action
+form, in the :guilabel:`Execute Every` field.
+
+> **important**:
+>    The scheduled action does **not** function correctly if the execution time is less than five
+   minutes. This is a general rule for all scheduled actions.
+
+   For more information, read the :doc:`Frequent Technical Questions
+   </administration/odoo_sh/advanced/frequent_technical_questions>` documentation.
+
+# Generate recurring invoices and payments
+
+In order for the :guilabel:`Sale Subscription: generate recurring invoices and payments` scheduled
+action to properly generate recurring invoices and payments on subscriptions, the *Deferred Expense*
+and *Deferred Revenue* accounts **must** be set up, in order for Odoo to process various invoices
+and payments related to subscriptions.
+
+To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to :menuselection:`Accounting
+app --> Configuration --> Settings`. Both accounts can be configured in the :guilabel:`Default
+Accounts` section.
+
+.. image:: scheduled_actions/deferred-settings-accounting.png
+   :align: center
+   :alt: The necessary deferred account settings in the Odoo Accounting app's settings page.
+
+Once the correct accounts are entered in the :guilabel:`Deferred Expense` and :guilabel:`Deferred
+Revenue` drop-down menu fields, click :guilabel:`Save` in the upper-left corner.
+
+## Create invoice
+
+Elements related to the :guilabel:`Sale Subscription: generate recurring invoices and payments`
+scheduled action can be found on confirmed subscription sales orders.
+
+To examine these elements, open any confirmed sales order in the *Subscriptions* application to
+reveal the subscription sales order form.
+
+On a confirmed subscription sales order form, focus on the :guilabel:`Recurring Plan` and
+:guilabel:`Date of Next Invoice` fields.
+
+.. image:: scheduled_actions/confirmed-subscription-sales-order-fields.png
+   :align: center
+   :alt: A confirmed subscription sales order in the Odoo Subscriptions application.
+
+The scheduled action creates an invoice when today's date is the same date as the :guilabel:`Date of
+Next Invoice`.
+
+Odoo uses the information in the :guilabel:`Recurring Plan` field to update the next invoice date
+accordingly.
+
+> **warning**:
+>    If the product invoicing policy is set to *Based on Delivered Quantities (Manual)*, and the
+   delivered quantity is `0`, Odoo does **not** create an invoice, and the customer is not charged.
+
+   Instead, the subscription is processed as a free recurring product, and is reflected as such in
+   the *chatter* of the subscription sales order.
+
+   When this occurs, the following message appears: `Automatic renewal succeeded. Free subscription.
+   Next invoice:[date]. No email sent.`
+
+Once the invoice for the subscription sales order is created, the invoice can be viewed by clicking
+the :guilabel:`Invoices` smart button that appears at the top of the subscription sales order.
+
+An email is sent to the customer notifying them of the recurring subscription charge, *if* there is
+a :guilabel:`Payment Token` on the account.
+
+To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other Info` tab, and look at
+the :guilabel:`Payment Token` field, under the :guilabel:`Subscription` section.
+
+.. image:: scheduled_actions/payment-token-field.png
+   :align: center
+   :alt: The Payment Token field under the Other Info tab on a subscription sales order form.
+
+If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
+payment **must** be registered manually in this case.
+
+## Closing invoices
+
+The :guilabel:`Sale Subscription: generate recurring invoices and payments` scheduled action also
+has the ability to close a subscription, if the following conditions are met:
+
+- If the subscription has no :guilabel:`Payment Token`, create and post the invoice.
+- If the subscription has a :guilabel:`Payment Token`, try to charge.
+
+    - If the charge is successful, create and post the invoice.
+    - If the charge fails, send reminders periodically.
+
+        - Close the subscription if it continues to fail for more than fourteen days.
+
+# Subscriptions expiration
+
+The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks for all other
+conditions that may cause a subscription to close automatically. If certain conditions are met, the
+scheduled action closes that subscription.
+
+First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks to see if
+the end date has passed, which is configured on the subscription sales order.
+
+.. image:: scheduled_actions/subscription-expiration-date.png
+   :align: center
+   :alt: The expiration date on a subscription sales order in Odoo Subscriptions.
+
+Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks if the
+invoice has not been paid within the payment terms deadline.
+
+To access the invoices attached to a subscription, access the sales order for the subscription
+product, and click the :guilabel:`Invoices` smart button. Then, look at the :guilabel:`Invoice Date`
+column.
+
+.. image:: scheduled_actions/invoices-invoice-date-column.png
+   :align: center
+   :alt: The Invoice Date column on subscriptions invoice page in Odoo Subscriptions app.
+
+Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the determined number of days in
+the :guilabel:`Automatic Closing` field of a :guilabel:`Recurring Plan` are automatically closed by
+the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action.
+
+.. image:: scheduled_actions/automatic-closing-field.png
+   :align: center
+   :alt: The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions.
+
+For example, if the next invoice date is July 1st, and the :guilabel:`Automatic Closing` is set to
+'30 Days', the scheduled action would close the subscription on August 1st.
+
+.. seealso::
+   - :doc:`../subscriptions`
+   - :doc:`plans`
+   - :doc:`products`
+   - :doc:`automatic_alerts`