Configure Product Automation

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.

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.

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.

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.

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.

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.