Configure Product Automation

Set subscription renewal settings

This article shows you how to configure product automation settings for subscriptions. These settings do not apply to one-off purchases.

Opening the automation page

  1. Log in to your account.
  2. Click Settings.
  3. On the next page, click Products & Services.
  4. Scroll down the Product catalogue page and click a subscription.
  5. Click the Product automation link.
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Product automation link

Setting intervals

At the top of the Product automation page, customise interval settings

Suspend
Leave the first box checked (default setting) and enter a number. Use this number to define when a product is suspended after a contract expires (e.g. a client does to renew an expiring subscription). Enter the number of days.

Cancel
The second box and number define when a subscription is cancelled.

Close
The third box and number define when a subscription is closed. Invoices are credited and the company writes off the balance of the unpaid invoice.

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Setting intervals

Restrictions

Restrict future date?
Check this box (default is unchecked) if you want to limit the length of a subscription contract (e.g. a monthly coffee delivery service contract is capped at 24 months). If unchecked, there is no limit on the length of a subscription contract.

Restrict reactive status?
Check this box (default is unchecked) to define which contract status (or statuses) must be present before a customer can renew a contract after paying their bills. Check each box that applies.

If you leave the default setting, clients can renew a subscription under all the statuses described below.

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Restrictions

Cancellation

Leave the first box checked (default setting) if your clients can cancel a subscription at any time. If you uncheck the box, the client must wait until the end of the period to cancel a service.

Set the recommended period for money back refunds. Enter the length of the period in days.

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Cancellation

Recurring invoice generation

This defines when to generate a new invoice for a subscription coming to the end of the period. The default setting is 30 days before the end of the period. Uncheck the box and use the slider to choose a different number of days.

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Recurring invoice

Recurring invoice due dates

Set the time when a renewing invoice needs to be paid before the end of the current period. The default setting is 0 days before the end of the period. Uncheck the box and use the slider to choose a different number of days.

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Recurring invoice due dates