How to Manage Renewal Automation Settings

Customise invoice dates

Admin and store staff can manage subscription renewals and recurring payment invoices at a global level.

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You can also manage recurring payments, renewals, and subscription contracts at the client level.

Managing global settings

Global settings set defaults for all recurring payment invoices.

To manage these auto-generated invoices:

  1. Log into Upmind.
  2. Click Settings.
  3. Click Order options.

Customise settings

  1. Scroll down to the Recurring invoice generation heading.
  2. Use the sliding scale to generate an invoice X days before the renewal date.
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Set generation date

  1. Go to the Recurring invoice due dates heading.
  2. Use the sliding scale to set an invoice due date X days on, before or after the renewal date.
  3. Click Save.
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Set due date