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.
Set generation dateSet generation date

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.
Set due dateSet due date

Set due date


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