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.
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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
Updated 12 days ago