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Clients and staff can toggle auto-renew per subscription to control recurring invoices. Manual renew options are also available for recurring payments.

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Turning off auto-renew

  1. Log in to Upmind.
  2. Click Products & Services and choose the subscription.
  3. Go to the Settings tab.
  4. Click the Turn off auto-renew link.
Clients > Products & Services > Settings > Turn off auto-renew link

Clients > Products & Services > Settings > Turn off auto-renew link

  1. Click Turn off auto-renew in the pop-up confirmation window.
Turn off auto-renew

Turn off auto-renew

The auto-renew status changes to off.
Auto-renew turned off

Auto-renew turned off

Cancelling a subscription stops it from renewing after the current payment period ends so your service continues unaffected until then.
If you want to turn the auto-renew on again, click Turn on auto-renew.

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Manual renew

When the auto-renew feature is turned off, the client can manually renew the subscription.
  1. Click the manual renew link in the text.
Manual renew

Manual renew

  1. Click Issue next invoice in the pop-up confirmation window.
Manually generate an invoice

Manually generate an invoice

  1. Upmind displays a new invoice.
New invoice

New invoice

Strict mode cancels unpaid future invoices if off.
If you want to change the renewal date of a subscription, follow this guide. If you want to know how to manage renewal automation settings, follow this guide.