Admin and store staff can manage subscription renewals and recurring payment invoices at a global level.
You can also manage recurring payments, renewals, and subscription contracts at the client level.
Global settings set defaults for all recurring payment invoices.
To manage these auto-generated invoices:
- Log into Upmind.
- Click Settings.
- Click Order options.
- Scroll down to the Recurring invoice generation heading.
- Use the sliding scale to generate an invoice X days before the renewal date.
- Go to the Recurring invoice due dates heading.
- Use the sliding scale to set an invoice due date X days on, before or after the renewal date.
- Click Save.
Updated 10 months ago