How to Manage Renewal Automation Settings

Admins and store staff can manage subscription renewals and recurring payment invoices globally.

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Recurring payments, renewals, and subscription contracts can also be managed at the client level.

Manage global renewal automation settings

You can set global defaults for all recurring invoices and renewals.

1. Log in to your Upmind admin area.
2. Go to Settings and select Order Options under Ecommerce Settings.
3. Scroll to Recurring invoice generation.
4. Use the sliding scale to set how many days before the renewal date invoices are generated (e.g., generate invoices 7 days before renewal).

5. Find Recurring invoice due dates.
6. Set the due date for renewal invoices to be a certain number of days on, before, or after the renewal date using the sliding scale.

7. Click Save to apply your settings.