Configuring Recurring Invoice Generation, Due Dates, and Automation Interval

Upmind allows you to customise recurring invoice generation, due dates, and automation intervals at multiple levels for maximum flexibility. For mass changes based on client criteria, follow these steps to use Bulk Update in the Subscriptions Overview. Here, you can create a segment and apply updates to invoice settings across multiple contracts.

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Brand level settings

These settings apply to all products and clients by default, unless they are specifically overridden at the product or contract product level.

1. Go to Settings > Order Options from the E-commerce Settings.

2. Set when invoices are generated (e.g., on renewal date, or X days before).
3. Define invoice due dates (immediate, or X days after generation).
4. Save changes to apply globally.

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For the automation interval

1. Go to Settings > Subscription Options under Branding & Customisation.
2. Adjust contract product suspend, cancel, and close intervals.
3. Save changes.

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Product level settings

These settings override the brand level settings for specific products.

1. Go to Settings > Product Catalogue or directly from the Store Catalogue.
2. Select a product, then open the Product Automation tab.

3. Override global settings for invoice generation and due dates as needed.
4. Save changes for product specific behavior.

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Contract product level

These settings override both brand and product level configurations for specific clients’ contract products.

1. Go to Clients and select the client.
2. Under Products and Services, select the contract product.
3. In the Settings tab, override invoice generation, due dates, and automation intervals for this client’s contract.
4. Save to apply.

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Common scenarios

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Consolidation overrides automation intervals

When services are part of consolidation:

• Automation interval settings are ignored.
• Invoice timing follows consolidation logic instead.

This applies across:

• Brand-level settings.
• Product-level settings.
• Contract product-level settings.

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Manual status and its effect on automation

A contract product’s status directly affects whether automation intervals apply. If a contract product is manually set to Active, for example, when it has an unpaid invoice or is approaching suspension, the system’s automation intervals will not act on it. The contract stays in its manually assigned status regardless of configured suspend, cancel, or close intervals. Because of this, manually setting a contract to Active bypasses the protections that automation provides. It is generally not recommended unless you are able to actively monitor and manage that contract on a daily basis, as overdue invoices and lapsed services will not be handled automatically.