How to Change Subscription Invoice Settings
Edit due dates, payment methods, and more
This article shows Admins and store staff how to manage invoice settings for a client subscription. You can:
- pay invoices
- customise issue credit notes or refunds
- change due dates
Opening a client subscription page
- Log in to Upmind.
- Click Products & Services on the left menu.
- Make sure the Subscriptions menu tab is selected.
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Click Subscriptions tab
- Scroll through the list and click the client subscription you want to review or modify. The Overview page displays.
Managing invoices
- Click the Invoices menu tab.
- Click the invoice you want to review or modify.
- Scroll down the page and locate the QUICK ACTIONS heading.
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QUICK ACTIONS heading
Paying invoices
- Click the Pay invoice button.
- Fill the fields on the pop-up window.
- Select Pay.
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Select Pay
Issuing a credit or refund
- Click the Credit/refund invoice button.
- Fill the fields in the window.
- Click Submit.
You can issue a full or partial credit/refund.
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Click Credit/refund
Resending an invoice
Use this feature to resend invoices. You can also update details like company name and address.
- Click the Regenerate invoice button.
- Fill the fields in the window.
- Click Regenerate.
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Click Regenerate invoice button
Changing the due date
- Click the Change due date button.
- Select a new date on the calendar
- Click Save.
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Change due date
Changing the payment method
- Click the Change payment method button.
- Choose a new method and fill the fields
- Click Save.
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Click Change payment method
Customising invoice settings
Admins and store staff can change invoice settings for a specific subscription client.
- Click the Settings menu tab.
- Scroll down the page and adjust the settings.
Changing payment method
- As discussed above.
Recurring invoice generation
Use the sliding scale to set the date when a new invoice should be generated relative to the end of the current subscription contract.
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Change invoice due date
Recurring invoice due dates
Use the sliding scale to set the due date of a new invoice relative to the end of the current subscription contract.
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Set due date of new invoice
Changing intervals
Use the sliding scales to override default intervals for contract suspension, cancellation and termination.
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Override default intervals
Updated 6 days ago