A renewal reminder reaches the team and someone renews the subscription
Who is involved
| Role | What they do |
|---|---|
| Subscriptions manager | Is reminded and renews or lets it end. |
| Customer | Agrees to continue. |
Step by step
- Subscriptions manager
Has set the reminder days, for example 30, 7 and 1.
What they see:The days saved in Settings, Billing.
- Subscriptions manager
Receives the reminder seven days before the end of a subscription that does not renew itself.
What they see:A notice naming the customer, plan and end date and saying it will not renew by itself.
- Customer
Confirms they want to continue.
What they see:Nothing on screen; the agreement happens outside the product.
- Subscriptions manager
Opens the subscription and chooses Renew now.
What they see:The next period's invoice is raised and its number is shown.
Who is told what
Renewal reminders go to everyone who can write subscriptions, in the bell and by e-mail, once per reminder day.
Related
- Subscriptions & Licensing
- A salesperson wins a quote, the manager activates it, the customer gets a key
- An unpaid invoice is chased, the customer pays and access comes back
- Billing raises an invoice, the accountant issues it, the payment settles it
- Notes and follow-up on a subscription, plan or licence
- One customer for sales, billing and licences
- Team workflows