How to Configure Subscription Options

This article shows Admins and store staff how to configure global subscription options.

Opening the options page

1. Log in to Upmind.
2. Click Settings.
3. Click the Subscriptions options tile.

Setting cancellation terms

Decide how to handle cancellation requests.

1. Check the box to prevent clients from sending a request to cancel a paid invoice.
2. Check the box to auto-accept cancellation requests for overdue invoices.
3. Check the box to automatically open a support ticket for any cancellation request and select the related department.

Setting notification terms

Define how your store sends notifications for overdue invoices. You can customise:

• when to send notifications
• the notice interval
• number of notices

Setting contract terms

Set status for new contracts

1. Click the field.
2. Select an option on the drop-down menu. The default setting is Pending.
3. Review the checkbox for unpaid invoices. The default setting is to close cancel unpaid invoices for closed contracts.

Set strict mode

Choose how to reconcile

1. Click the field.
2. Select an option on the drop-down menu. The default setting is Pending.
3. Review the checkbox for unpaid invoices. The default setting is to close cancel unpaid invoices for closed contracts.

Set delay terms

Enter figures to set the number of days to suspend, cancel, and terminate an overdue contract.