Configuring Recurring Invoice Generation, Due Dates and Automation Interval in Upmind

In Upmind, recurring invoice generation, due dates and automation interval can be customized at different levels:

• Brand Level (applies globally to all products and clients)
• Product Level (overrides brand settings for specific products)
• Contract Product Level (overrides both brand and product settings for individual clients)

Follow the steps below to configure these settings based on your needs.

Configuring at Brand Level

These settings apply to all products and clients unless overridden at the product or contract product level.

1. Log in to your Upmind admin dashboard.
2. Go to Settings.
3. For invoice generation and due date:

• Set the invoice generation date (e.g., on renewal date, a specific number of days before renewal).
• Set the invoice due date (e.g., due immediately, within a specific number of days).
• Click Save to apply the changes.

4. For automation interval:

• Go to Subscription option
• Find Contract Product Settings, where you can manage suspend, cancel, and close intervals.
• Click Save to apply the changes.

Configuring at Product Level

These settings override the brand-level settings for specific products.

1. Log in to your Upmind admin dashboard.
2. Go to Settings.
3. Navigate to Product Catalogue.
4. Select a product or create a new one.
5. Go to the Product Automation tab.
6. Find Subscription Billing Interval

7. Scroll down to find Recurring Invoice Generation and Due Dates.

8. Override the settings from the brand level as needed:
9. Click Save to apply the changes.

Configuring at Contract Product Level

These settings override both the brand and product-level settings for specific clients' contract product.

1. Log in to your Upmind admin dashboard.
2. Go to Clients and select the specific client.
3. Navigate to Products and Services.
4. Select the service you want to modify.
5. Go to the Settings tab.
6. Find Recurring Invoice generation, Due dates and Automation intervals.

7. Override the settings as needed.
8. Click Save to apply the changes.