Renewals Overview

What are renewals and what options do they allow?

For most billing settings, you can choose to automatically renew your products. When this option is enabled, customers who buy the product will be automatically renewed for future billing periods without any action needed. This means they only need to purchase once, and the system will handle all future renewals.

Your renewals will show up in the renewals report until a set number of days before they are due to become scheduled orders.

If you need to change the price or invoice date, you can adjust it from the Orders section. Otherwise, you don't need to do anything, and the renewals will process automatically.

Enabling the 'Auto-Renew' function:

1. Navigate to Settings > Products
2. Select the relevant product group or product
3. Under 'Billing and renewal' scroll to Renewals
4. Select 'Automatically renew customers'
5. Review the auto-renew settings
6. Select 'Save' below
   
   

Renewing Terms & Schedules
If you are running automatic renewals for a scheduled class or event, your contacts will automatically be reserved, then charged for the next schedule in line with the billing period. 

If you are billing weekly or monthly, the auto-renewal will keep your contacts on the schedule for as long as the schedule runs.

If your schedule comes to an end, the system will look for the next schedule for that product and book contacts onto the next schedule at the same time as they currently attend. If there is no schedule after the current one, or the time is no longer available contacts will not be renewed.

Remaining Options

• Days before renewal to generate orders - Allows you to choose how long before the renewal that orders are generated for editing prices or payable dates
• Send pre-renewal message - let's you choose an email template and to send a message before a contact is renewed
• Send on-renewal message - let's you choose an email template and to send a message after a contact is renewed