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Remind customers to renew, and let them pay online

A contract with an end date, such as a yearly domain or support plan, reminds the customer before it ends and sends the renewal invoice with a way to pay. Paid, it renews by itself; not paid, it ends.

You need

• accounting.recurring-contracts.update
• accounting.invoices.create

Steps

1. Open Recurring contracts and choose Renewals. Under Renewal reminders, keep Send renewal reminders automatically ticked and set Days before the end. Separated by commas, e.g. 30, 20, 10, 0 (0 is the end date itself). Press Save.
2. At the first reminder the renewal invoice is raised and e-mailed to the customer, in their language, with its Pay section: online payment or bank transfer, whichever your company has set up. If the customer agreed to WhatsApp messages and you mapped the notice, it goes on WhatsApp too.
3. Open a contract to see its Renewal panel: when the term ends, the reminder dates, the renewal invoice and its Renewal history. Untick Send renewal reminders for this contract to stop reminders for this one contract.
4. The customer can answer from the invoice’s own page, where they see Renew now and Don't renew.
5. When the invoice is paid in full, by any route, the contract renews at once for the same term and the customer is thanked. A part payment does not renew it. If it is still unpaid at the end, the contract ends the next day, the unpaid invoice is withdrawn, the customer is told and a follow-up is raised for you.
6. You can also decide yourself: Renew raises and sends the renewal invoice now, Renew without payment renews it with a reason, and Do not renew stops the reminders and lets it run to its end date.

Renew without payment needs accounting.recurring-contracts.waive, and the reason is kept. A contract with no end date never comes up for renewal; when its charge repeats yearly or longer, the customer is reminded before each charge instead, and a monthly one once, on the day.

Related

• Put a customer on a plan and bill each period
• Remind customers before each repeating charge
• Let customers pay invoices online