How to Modify a Subscription Contract
Update term and price
This article shows admins and store staff how to modify a client subscription. We show you how to:
- edit contract terms
- reactivate a product
- send client messages
We show you how to cancel a client subscription in a different article.
Opening a client subscription page
- Log in to Upmind.
- Click Products & Services on the left menu.
- Make sure the Subscriptions menu tab is selected.
![a-1.png 1550](https://files.readme.io/3e6aa38-a-1.png)
Click Subscriptions menu tab
- Scroll through the list and click the client subscription you want to review or modify.
- The Overview page is displayed, also showing several quick action buttons.
![a-1.png 1550](https://files.readme.io/be5acff-client.elviravinky.net_admin_clients_80d1639e-237d-43d9-1d6a-24610589e572_products_e2e071d9-31d5-e460-553c-046028758396_293e8d56-9d07-2453-757b-64e853121607_overview.png)
Quick Actions
Changing the term
You can change the payment period (term) of the subscription on the Modify page.
- Click the edit icon next to "Term" or click the "Modify Product" button under "Quick Actions". The Modify page will be displayed.
- Change contract terms as required.
- Click Apply changes.
![c-3.png 1645](https://files.readme.io/3179588-c-3.png)
Modify existing product
Changing prices
To manually set the price on the client's next invoice:
- Click the figure next to Price.
- Enter a figure.
- Click Apply.
![b-4.png 836](https://files.readme.io/a707626-b-4.png)
Enter a price
Creating tickets
To create a ticket:
- Click the Create Ticket button.
- Fill the fields.
- Click Create ticket.
You can also cancel a subscription.
Reactivating a product
You can change the status of a Lapsed or Cancelled subscription to Active.
- Scroll down to QUICK ACTIONS.
- Click the Reactivate button.
- On the new window, set the condition including renewal date and price.
- Click Submit.
![c-2.png 1340](https://files.readme.io/df5626a-c-2.png)
Click Reactivate button
Sending messages
To send the client a message:
- Scroll down to the QUICK ACTIONS headings.
- Click Send email.
- In the pop-up window, select an email template.
- Click Send.
If no template is available, select Add new template and create a new message template.
![a-2.png 986](https://files.readme.io/d33e381-a-2.png)
Select email template
Updated 8 months ago