Manage client auto renewal
Manage the package and settings for auto renewal for clients from the Package menu.
This option will be always visible to Mater Admin / Partner roles. However, visibility of this option is controlled in the Manage Client Subscription permissions options for additional users. By default, it is enabled for Admin and disabled for Client Managers. Users who have access to manager roles and permissions can change it from the Additional Users menu.
On this screen you will be presented with your list of clients along with details about their current package, renewal dates & payment options:
Client Name- client name as used in IRIS KashFlow.
Current Package - clients current subscription.
Auto Renew - set to Yes if you wish to use auto renew or No to exclude client form auto renew process.
Renew Date - date on which IRIS KashFlow will auto renew the client (if Auto Renew option is set to Yes) - it should always be greater than the expiry date of the current package. By default, it is one day after the current expiry date.
New Package - if you wish, the client package can be upgraded / downgraded when the auto renew process occurs. Select here which option you would like to apply when auto renew occurs.
Payment Option - select here if you want the auto renew to be paid for by IRIS KashFlow credits or by Debit/Credit Card.
Card Number - this field will only be activated if Payment Option is set to Debit/Credit Card. You can select from a list of saved cards to use to make the payment for the auto renew process. Alternatively, if the card you wish to use for this client is not present, select Add New Card. This will automatically apply the new card details to this client.
Edit - select the pencil icon here to open in line editing for the auto renew details of this client.
Select Customise to choose which information to display on this screen.
Select Filter to reduce the clients shown on the list, if they meet the criteria you have selected.
IRIS KashFlow Connect will check if there are any clients to be upgraded, renewed or both every day based on the above settings and then renew / upgrade them automatically.
You will receive a summary email listing attempted clients along with their status whether they are succeeded or failed. You will also see a reason for failure.
The system will retry upgrade/ renew for failed clients for 5 days giving you the opportunity to resolve the reason for failure eg. sufficient balance, etc.
Set auto renew options in bulk
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Select Package.
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Select the clients you wish to edit the auto renew options for.
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Select Set Auto Renew.
You must select at least one client to activate Set Auto Renew option.
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Complete the auto renew options:
Auto Renew - select Yes to turn on auto renew, select No to stop auto renew for the selected clients.
Renew date - select the date for the auto renew to occur.
Package name - select the package type. This package will be applied when the auto renew completes successfully.
Payment Option - select KashFlow Credits or Debit / Credit card.
Payment card - if you have selected Debit / Credit card as the payment option, select any saved cards you want to be charged for the renewal, or add the details of a new card.
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Select Update to apply the settings to the selected clients.
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You will be taken back to the Manage Package list where you will see the changes are now reflected.
The system will retry upgrade/ renew for failed clients for 5 days giving you the opportunity to resolve the reason for failure, for example, sufficient balance and so on.