Subscription Dunning & Smart Retry for Odoo

Name: Subscription Dunning & Smart Retry for Odoo
Brand: ECOSIRE
SKU: odoo-subscription-dunning-smart-retry

核心功能

Dunning case model (new models.Model) linking each failed payment to its recurring invoice, subscription, partner and payment provider, with full chatter audit trail

Configurable multi-step retry schedule per subscription plan or globally, with exponential backoff and a hard maximum-attempt cap

Smart-retry timing that spaces attempts to avoid card-issuer velocity/decline limits (e.g. no same-day repeat hammering) and skips weekends/holidays if configured

ir.cron scheduled action that scans open dunning cases and fires retries automatically on the defined cadence, no manual intervention

Staged dunning email sequence built as QWeb / mail.template records: soft reminder to firm notice to final card-update demand, each fully translatable per locale

Optional SMS escalation steps via Odoo's iap.sms / sms.sms so high-value accounts also get a text nudge

Secure self-service card-update flow: a tokenized portal link that lets the customer add or replace a payment method, which retriggers a retry on success

Automated case resolution: a recovered charge auto-closes the case, updates the invoice, and stops further dunning; exhausted cases branch to team task, tag, or auto-suspend

Compute fields with @api.depends exposing recovery status, next-retry date and days-in-dunning directly on the subscription and partner forms

Involuntary-churn analytics: pivot/graph views and a dashboard showing recovery rate, revenue saved, at-risk MRR and top decline reasons

Configurable decline-reason routing so hard declines (closed account) skip pointless retries and go straight to the update-card path, while soft declines (insufficient funds) retry

Server/automated actions to auto-tag, auto-suspend, or create a follow-up activity when a case reaches its final step

Access secured with ir.model.access.csv plus record rules so only billing/finance roles see and act on dunning cases, respecting multi-company boundaries

XML-RPC / JSON-RPC endpoints so an external billing system or dashboard can read case status and recovery metrics

Configuration UI (settings + per-plan) to define schedule, message copy, channels and suspension policy without touching code

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Odoo 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

Every failed card charge on a renewing subscription is revenue you already earned but haven't collected — and left alone, it becomes involuntary churn. Subscription Dunning & Smart Retry for Odoo is a build-to-order module that ECOSIRE designs, builds, installs, and supports on your Odoo 17, 18, or 19 instance to stop that leak.

This is not an off-the-shelf apps.odoo.com download. After you purchase, ECOSIRE's Odoo engineers scope the module to your subscription setup (sale.subscription / recurring invoices, your payment providers, and your brand voice), then deliver a tested, documented add-on in 2-4 weeks. You get real Odoo code — proper models.Model extensions, ir.cron scheduled jobs, ir.model.access.csv + record rules, QWeb email templates, and OWL/XML views — not a black-box SaaS bolted onto the side.

How it works. When a recurring account.move payment fails against your payment acquirer, the module opens a dunning case record tied to the invoice, subscription, and partner. A configurable retry engine re-attempts the charge on a smart schedule (with exponential backoff and provider-aware timing that avoids tripping card-issuer velocity limits), while a parallel dunning sequence escalates communication — polite reminder, then firmer notice, then a final "update your card" prompt — over email and optional SMS. Customers get a secure self-service link to update their payment method, which retriggers a retry on success. Cases that recover close automatically; cases that exhaust the schedule route to your team (or to auto-suspension) per your rules.

Everything runs inside Odoo, on your data, with full audit trails in the chatter. A compute field (@api.depends) surfaces recovery status on the subscription; an involuntary-churn dashboard shows how much revenue the retries saved you. Because it's native, it respects your multi-company, multi-currency, and access-rights setup out of the box — and it's covered by a support window and a fixed price, with no per-transaction fee skimming your recovered revenue.

Built for SaaS and any subscription business on Odoo that's tired of watching renewals silently fail.

你得到什么

Complete, installable Odoo module (proper __manifest__.py, models, views, security, data) targeting your Odoo 17, 18 or 19 version, delivered to your repo or as a versioned package

Scoping and configuration session: your retry schedule, backoff rules, dunning copy, channels and suspension policy captured and implemented

Pre-built QWeb/mail.template dunning emails (and optional SMS templates) in your brand voice, wired for your active locales

Installation and deployment on your instance (Odoo.sh, self-hosted, or ECOSIRE-managed) plus a smoke-tested run against a real failed-payment scenario

Written documentation: admin configuration guide, data model overview and an operator runbook for handling escalated cases

Live training session for your billing/finance team, with a recording for future hires

A post-launch support window (bug fixes and adjustments) with defined SLA, plus a paid extension/retainer option

Source code ownership and handover so your team (or another dev) can maintain and extend it later

这是给谁的

SaaS finance / RevOps lead

Owns MRR and cares about involuntary churn. Wants failed renewals recovered automatically inside Odoo with clear analytics on revenue saved — not another external tool taking a cut of recovered payments.

Subscription business owner / operator

Runs recurring billing (memberships, boxes, services) on Odoo and is bleeding renewals to expired or declined cards. Wants a hands-off retry-and-remind system that just works and keeps customers subscribed.

Odoo administrator / billing manager

Configures and runs the Odoo instance day to day. Needs a native, permission-scoped module with proper access rights and audit trails that fits multi-company/multi-currency setups, not a fragile bolt-on.

Customer-success / accounts-receivable agent

Handles the accounts that don't self-recover. Wants failed payments surfaced as clear cases with escalation history and a one-click way to send the customer a card-update link.

Subscription Dunning & Smart Retry for Odoo 如何比较

标准	伊科西尔	定制建造	竞争对手
Recovers failed recurring payments automatically	Yes — ir.cron retry engine with smart backoff	Only if you build and maintain the scheduler yourself	Sometimes — often fixed schedule, limited
Smart retry timing (avoids card-issuer decline limits)	Yes — provider-aware spacing and decline-reason routing	Rarely — usually naive same-interval retries	Varies — many hammer on a fixed cadence
Staged dunning email + SMS escalation	Yes — multi-step QWeb templates in your brand voice, optional SMS	You author and wire every template and step	Email often yes; SMS and staging inconsistent
Self-service card-update flow that retriggers a retry	Yes — tokenized portal link	Significant extra build effort	Sometimes
Involuntary-churn analytics (revenue saved, at-risk MRR)	Yes — pivot/graph dashboard	You build the reporting	Basic or none
Native Odoo, access-scoped, multi-company aware	Yes — ir.model.access.csv + record rules, chatter audit	Depends on your team's rigor	Usually yes, quality varies
Odoo 17 / 18 / 19 support + version-upgrade path	Yes — built for your version, upgrade update available	You port it each upgrade	Depends on vendor maintenance
Delivery model and ongoing cost	Build-to-order in 2-4 weeks, fixed price, you own the code, no per-transaction fee	Unpredictable internal dev time	Instant install but recurring license and possible % fees

关于Subscription Dunning & Smart Retry for Odoo的常见问题

Is this an instant download from the Odoo App Store?

No. This is a build-to-order module. ECOSIRE designs, builds, installs, and supports it specifically for your Odoo instance and subscription setup — it is not an existing apps.odoo.com download. You are buying a delivered, working add-on plus the engineering behind it, not a self-serve zip.

How long does delivery take, and what's the lead time?

Typical delivery is 2-4 weeks from a completed scoping session. Straightforward configurations (standard retry schedule, email-only dunning) land toward the shorter end; deeper needs (multi-provider logic, SMS, custom suspension workflows, external API integration) toward the longer end. We confirm a firm timeline with you before build starts and keep you updated at each milestone.

What support and updates do I get after launch?

Every build includes a post-launch support window covering bug fixes and reasonable adjustments under a defined SLA. Because it's native Odoo code you own, it keeps working after your support window ends. We also offer a paid retainer for ongoing enhancements, and a compatibility update if you upgrade your Odoo version (e.g. 18 to 19) — versions 17, 18 and 19 are all supported.

Which Odoo editions and versions does it work with?

We build for Odoo 17, 18, and 19. It works on both Community and Enterprise — note that recurring subscriptions (sale.subscription) are an Enterprise feature, so on Community we adapt the module to your recurring-invoicing setup. We confirm your exact edition, version and payment providers during scoping so the module fits precisely.

Will it work with my payment provider and my existing subscriptions?

Yes. It hooks into Odoo's payment layer (payment.transaction / account.payment) and your active acquirers, and reads your existing recurring invoices and subscriptions — no need to re-create your billing. During scoping we map your providers and decline scenarios so retries and the card-update flow behave correctly for each.

How is it different from just retrying charges manually or writing our own script?

A manual process forgets, and a one-off script has no audit trail, no permission scoping, no dunning sequence, and breaks on Odoo upgrades. This module gives you a proper data model, an ir.cron-driven engine, staged multi-channel messaging, a self-service card-update portal, churn analytics, and access rights — all native, documented, supported, and owned by you.

Does it stay compliant with our access rights and multi-company setup?

Yes. Security is enforced with ir.model.access.csv and record rules so only your billing/finance roles can view or act on dunning cases, and it respects Odoo multi-company and multi-currency boundaries. All actions are logged in the chatter for a full audit trail.