To set a subscription to automatically renew

You can set a subscription to automatically renew when the previous subscription term ends. This allows you to ensure continuity of service for your customers that have agreed to ongoing renewal. The auto-extend feature requires that suitable stock is available in your Virtual Warehouse inventory to successfully process. Use the Dashboard feature to estimate future / upcoming renewal requirements to ensure you always have enough stock available.

Auto-Extend assumes that you have processes in place to periodically invoice your own customers on a schedule, aligned to their subscription anniversary date.

When Auto-renew is enabled for a subscription:

  • The subscription will automatically, in the days leading up to the current end of service, add 1x more time period to the subscription for the total block. For example, if the block is for 10x users of a Yearly subscription, 10x stock units will be auto-assigned to the block to extend it.

  • The renewal will auto-activate on the day of expiry of the prior block, and can be canceled at any point up to that date.

  • The stock will be automatically deducted from your Virtual Warehouse inventory.

To enable Auto-renew

  1. Under Subscriptions, click Assign/Renew.

  2. To save time, create a global filter for the appropriate sales or purchase order that applies to the order. See To filter items.

  3. In the Customers panel, select the customer.

    If there is a large number of customers, click at the top of the panel. Enter part of the customer's name or email address and then select the appropriate data type.

    If the customer does not exist, see To add a customer.

  4. In the Subscriptions panel, click > next to the subscription service you want to set to auto-renew.

  5. Click the Auto-renew toggle.

    If you have the Stock panel showing, the Auto-renew toggle is hidden. Click Hide Stock Panel (top right of the screen).

  6. In the Auto-renewal of subscriptions dialog?, click the Auto-renewal toggle to turn it ON.

  7. Select whether to use the oldest stock first, or or consume stock from a specified PO number. If you select By PO number, enter the PO number that you want to consume stock from for the subscription renewals. This PO number will need to be used in future orders to top up stock for renewals.

  8. Click Confirm.

  9. In the confirmation dialog, accept the terms then click OK.