Renewals
See which services are due to renew, and which are already overdue.
Go to Admin > CRM > Renewals.
This page is a report. It has no buttons that change a service.
Read this first
The panel does not raise renewal invoices on its own, and it does not suspend an overdue service on its own. This page tells you what needs your attention. You then do the work in the billing area.
Read Service Lifecycle.
The time windows
Four tabs run across the top of the page:
| Tab | What it lists |
|---|---|
| Next 7 Days | Services due in the next 7 days. |
| Next 14 Days | Services due in the next 14 days. |
| Next 30 Days | Services due in the next 30 days. |
| Overdue | Services whose due date already passed. |
The page opens on Next 7 Days. The Overdue tab has no lower bound, so it goes back as far as your records do.
Every tab lists active services only. A suspended, cancelled, or terminated service never appears here.
Rows are sorted by due date, soonest first. The page shows 25 rows at a time.
TIP
There are no other controls. The page has no search box, no product filter, and no date pickers.
Columns
| Column | What it shows |
|---|---|
| Customer | The name and the email address. Click either to open the customer profile. |
| Product | The product behind the service. |
| Next Due Date | The renewal date. |
| Days Until Due | 14 days, or Today, or 3 days ago when the date has passed. |
| Price | What the renewal costs. |
| Billing Cycle | Monthly, quarterly, annual, and so on. |
| Status | A badge. Read the table below. |
An overdue row also carries a faint red tint.
Status badges
| Badge | When it appears |
|---|---|
| Overdue | The due date has passed. |
| Due Soon | The service is due today, or within the next 7 days. |
| Upcoming | The service is due in more than 7 days. |
The Next 7 Days tab therefore shows Due Soon on every row. Upcoming appears on the 14-day and 30-day tabs only.
What to do with a renewal
The page opens the customer profile and nothing else. There are no per-row buttons, no tick boxes, and no bulk actions. The page cannot send a reminder, raise an invoice, or mark a service as paid.
Work through a due service like this:
- Click the customer to open their profile.
- Read the Billing tab to see what they already paid.
- Go to Admin > Billing > Invoices and click Create Invoice to raise the renewal.
- If they do not pay, go to Admin > Billing > Services and suspend the service.
Read Orders and Invoices and Service Lifecycle.
Export
WARNING
The Export CSV button on this page downloads the customers export, not a list of renewals. It behaves the same as the button on Admin > CRM > Customers.
Empty states
The Overdue tab reads No overdue renewals and All services are up to date.
A time-window tab reads No upcoming renewals and names the window, for example No services are due for renewal in the next 7 days.
Next steps
- Service Lifecycle - suspend and terminate a service
- Orders and Invoices - raise a renewal invoice
- Customers - the full account profile
- CRM Dashboard - the 30-day renewal count