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.
![a-1.png 1550](https://files.readme.io/2469393-a-1.png)
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.
![a-3.png 770](https://files.readme.io/ed88683-a-3.png)
QUICK ACTIONS heading
Paying invoices
- Click the Pay invoice button.
- Fill the fields on the pop-up window.
- Select Pay.
![a-4a.png 1533](https://files.readme.io/b29eb8e-a-4a.png)
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.
![a-5.png 1600](https://files.readme.io/14b7d4d-a-5.png)
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.
![a-6.png 1624](https://files.readme.io/6359130-a-6.png)
Click Regenerate invoice button
Changing the due date
- Click the Change due date button.
- Select a new date on the calendar
- Click Save.
![a-7.png 705](https://files.readme.io/21c4a0a-a-7.png)
Change due date
Changing the payment method
- Click the Change payment method button.
- Choose a new method and fill the fields
- Click Save.
![a-8.png 1635](https://files.readme.io/e7a1334-a-8.png)
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.
![b-1.png 1435](https://files.readme.io/7a568e7-b-1.png)
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.
![b-2.png 1446](https://files.readme.io/8fc689e-b-2.png)
Set due date of new invoice
Changing intervals
Use the sliding scales to override default intervals for contract suspension, cancellation and termination.
![b-3.png 1428](https://files.readme.io/9a814fd-b-3.png)
Override default intervals
Updated over 2 years ago