[IMP] Subscriptions: Close subscriptions rework

content/applications/sales/subscriptions/closing.rst

@@ -2,102 +2,92 @@
 Close subscriptions
 ===================
 
-Odoo *Subscriptions* provides flexibility for businesses to decide whether customers can self-manage
-their subscriptions, or restrict that ability entirely.
+The Odoo **Subscriptions** app provides flexibility for businesses to decide whether customers can
+self-manage their subscriptions, or restrict that ability entirely.
+
+.. note::
+   A subscription must have been invoiced before it can be closed. Subscriptions that have not yet
+   been invoiced may be cancelled instead.
 
 Configuration
 =============
 
-Start by navigating to :menuselection:`Subscriptions app --> Configuration --> Recurring Plans`.
-From there, either create a new plan by clicking :guilabel:`New` or select an existing one to modify
-it.
+To allow customers to close their own subscriptions using their user portal, navigate to
+:menuselection:`Subscriptions app --> Configuration --> Recurring Plans`. From there, either create
+a new plan by clicking :guilabel:`New` or select an existing one to modify it.
 
-Once on the :guilabel:`Recurring Plans` form, enable the :guilabel:`Closable` option, in the
-:guilabel:`Self-Service` section, to allow customers to close their own subscriptions using the
-customer portal.
+Once on the :guilabel:`Recurring Plans` form, enable the :guilabel:`Closable` option in the
+:guilabel:`Self-Service` section. This adds a drop-down menu that allows plans to be closed either
+on the date of the user's choosing or at the end of the current renewal period.
 
 .. image:: closing/recurring-plans-closable-option.png
-   :align: center
-   :alt: The Closable option on a recurring plan form in Odoo Subscriptions.
+   :alt: The Closable option enabled and displaying the drop-down menu in Odoo Subscriptions.
 
 
 Close a subscription
 ====================
 
-Administrator view
-------------------
-
-After a quotation for a subscription product has been confirmed, it becomes a sales order, and the
-subscription status changes to :guilabel:`In Progress`.
-
-At that point, the ability to close the subscription becomes available, via the :guilabel:`Close`
-button at the top of the subscription order, near the row that contains :guilabel:`In Progress` and
-other stages. This option is also available after the order has been invoiced and the payment has
-been registered.
+The methods available for closing a subscription depend on users' :doc:`access rights
+<../../general/users/access_rights>`. Users with administrator access rights to the Odoo database
+can close the subscription from within the **Subscriptions** app. External users must use their
+:doc:`user portal <../../general/users/user_portals>`.
 
-.. image:: closing/close-subscriptions-administrator.png
-   :align: center
-   :alt: Close subscription from an administration point of view with Odoo Subscriptions.
+With administrator access rights
+--------------------------------
 
-Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` pop-up window to appear,
-allowing administrators to input the reason for closing the subscription, or choose from the
-drop-down menu of options in the :guilabel:`Reason` field.
+After a quotation for a subscription product has been confirmed, it becomes a sales order, and the
+subscription status changes to :guilabel:`In Progress`. At that point, the subscription may be
+closed.
 
-.. image:: closing/close-reason-popup.png
-   :align: center
-   :alt: The Close Reason pop-up when the Close button is clicked in Odoo Subscriptions.
+From the dashboard, open the :menuselection:`Subscriptions` app. By default, the **Subscriptions**
+dashboard displays both :guilabel:`In Progress` and :guilabel:`Paused` subscriptions. Open an
+in-progress subscription.
 
-When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button.
+The :guilabel:`Close` button is at the top of the subscription order. Clicking it opens the *Close
+Subscription* form, allowing an administrator to enter the date when the subscription is to be
+closed in the :guilabel:`When` field and select the reason for closing from the drop-down menu of
+options in the :guilabel:`Reason` field. Custom reasons may be created by opening the
+:guilabel:`Reason` drop-down and choosing :guilabel:`Search more...`
 
-Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window updates the subscription
-sales order to show :guilabel:`Churned` status tag, along with the specified :guilabel:`Close
-Reason`.
+When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button. Clicking
+:guilabel:`Submit` on the :guilabel:`Close` form updates the chatter with the reason for closing.
+Once it's been closed, a :guilabel:`Churned` banner appears on the subscription order and the
+chatter reflects the subscription's updated status, end date, and reason for closure.
 
 .. image:: closing/churned-sales-order.png
-   :align: center
-   :alt: A churned sales order for a closed subscription in Odoo Subscriptions.
-
-That same close reason can be found in the *Chatter* of the sales order, as well.
-
-.. image:: closing/churned-sales-order-chatter.png
-   :align: center
-   :alt: The chatter of a churned sales order for a closed subscription in Odoo Subscriptions.
+   :alt: A churned sales order for a closed subscription in Odoo Subscriptions showing the banner
+         and the chatter.
 
 Customer view
 -------------
 
-.. note::
-   As an administrator, the ability to visualize what customers see when managing their
-   subscriptions is accessible via the :guilabel:`Preview` button, located at the top of the
-   subscription sales order.
-
-From the customer's point of view, in the customer portal, the :guilabel:`Close Subscription` button
-is located on the left side of the sales order.
+.. tip::
+   As an administrator, the ability to visualize what users see when managing their subscriptions is
+   accessible via the :guilabel:`Preview` button at the top of each subscription sales order.
 
-.. image:: closing/close-subscription-button-customer-view.png
-   :align: center
-   :alt: Close subscription button on a customer's view of a sales order in Odoo Subscriptions.
+In the user portal, subscriptions may be managed by clicking the :guilabel:`Subscriptions` button on
+the home page. Clicking this button takes the user to the :guilabel:`Subscriptions` page, where they
+can see a list of all subscriptions associated with their account, including those that are
+currently closed.
 
-When the customer clicks the :guilabel:`Close Subscription` button, a :guilabel:`Close Subscription`
-pop-up window appears, in which the customer has to choose from a select list of reasons why they
-are choosing to close the subscription.
+Clicking a subscription opens the details page for that subscription, which includes a
+:guilabel:`Close Subscription` button. Clicking the :guilabel:`Close Subscription` button opens a
+:guilabel:`Close Subscription` pop-up, where users must select from a list of reasons why they are
+choosing to close the subscription.
 
 .. image:: closing/close-subscription-customer-pov.png
-   :align: center
    :alt: The close subscription pop-up window customers see when closing a subscription.
 
 .. note::
-   Customers can *only* chose a pre-configured reason why the subscription is being closed. They can
-   *not* enter a custom reason from the customer portal. These selections can be adjusted by
-   navigating to :menuselection:`Subscriptions --> Configuration --> Close Reasons`.
-
-Once the customer has chosen a close reason, they would click the :guilabel:`Submit` button on the
-pop-up window.
-
-Upon closure, the subscription order in the customer portal is tagged as :guilabel:`Closed`.
+   Users must choose a pre-configured reason why the subscription is being closed. They **cannot**
+   enter a custom reason from the user portal. Administrators can create custom reasons for users to
+   choose from by logging into the database and navigating to :menuselection:`Subscriptions app -->
+   Configuration --> Close Reasons`.
 
-In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the
-*Subscriptions* app in the backend (Administrator's view).
+Once the customer has chosen a reason for closing the subscription, they can click the
+:guilabel:`Submit` button on the pop-up window. Upon closure, the subscription order in the user
+portal is labeled :guilabel:`Closed`. Within the database, the subscription is marked *Churned*, and
+the specified reason for closure is added to the chatter.
 
 .. seealso::
-   - :doc:`../subscriptions`
+   :doc:`../subscriptions`