This article describes the process for modifying the renewal settings of a customer’s subscription. Modifying the renewal settings allows for subscription changes to be scheduled in advance, which will then take effect at the end of the current subscription term. Some examples of possible changes include aligning a subscription’s end date with another subscription, adjustments to license count, and modifications to the subscription term and billing frequency.
- Start by clicking the Companies tab on the left-hand navigation.
- On the Companies page, click on the name of the desired company to open it.
- Click on the company’s Services tab.
- Locate the desired subscription and click the three dots on the right-hand side of its row. From the dropdown, select View Service.
- Scroll down to the Duration & Renewal section.
- In the top-right corner of the Duration & Renewal section, click on the pencil icon.
- In the Duration & Renewal section, click the Configure button.
- The renewal settings will expand.
Available options are:- Auto-Renewal: Whether the subscription should auto-renew at the end of its term. If the switch is set to the off position, the subscription will expire at the end of the current term.
- Quantity: The total number of licenses the subscription will have upon renewal.
- Term & Frequency: The subscription term & billing frequency that the subscription will have upon renewal. The available options are:
- Monthly Term / Monthly Billing: Monthly commitment, billed monthly.
- Annual Term / Monthly Billing: Annual commitment, billed monthly.
- Annual Term / Annual Billing: Annual commitment, billed annually (upfront).
- End Date: The end date for a subscription can be set to the end of the month or, in some cases, aligned with another existing subscription.
- Make your selections, then click the green check mark in the top-right corner of the Duration & Renewal section to save.
