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
- Log in to your account.
- Click Settings.
- On the next page, click Products & Services.
- Scroll down the Product catalogue page and click a subscription.
- Click the Product automation link.
![a-1a.png 603](https://files.readme.io/5fb5219-a-1a.png)
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.
![a-2.png 1078](https://files.readme.io/988cbf5-a-2.png)
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.
![a-4.png 1568](https://files.readme.io/d891fcb-a-4.png)
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.
![a-5.png 1525](https://files.readme.io/e77bc2a-a-5.png)
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.
![b-1.png 1489](https://files.readme.io/9a3853d-b-1.png)
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.
![b-2.png 1555](https://files.readme.io/1187009-b-2.png)
Recurring invoice due dates
Updated over 2 years ago