How Subscription Renewals Work

What happens on each billing date of a subscription, which emails go out, and what you should keep an eye on.

Overview

Subscriptions are billed by invoice. No card is charged automatically.

Who Can Access

Each Billing Date

• Every morning, subscriptions whose next payment date has arrived are renewed.
• The subscription’s invoice is opened again as Unpaid for the new cycle, with today as the issue and due date. It keeps the same invoice number.
• Today’s tax rule and any new amount you set are applied.
• The client gets the New invoice email and pays through the payment link or their portal.
• The next payment date moves on by one cycle.

Emails to the Client

Set how many days before to send the upcoming payment reminder under Recurring billing in Payment Settings.

Keep an Eye On

• Past Due means the next payment date has passed. Check these subscriptions for unpaid invoices.
• Each cycle reuses the same invoice, so an unpaid cycle isn’t kept as a separate invoice. Follow up with the client before the next billing date.
• When all agreed cycles are paid, the subscription becomes Completed.

Frequently Asked Questions