Renew a customer's account

Note: Before the renewal date, you can change renewal options with no impact to the customer's account. If your customer is in a 30-day trial and wants to convert to paid, see 30-day free trial details for resellers.

For customers on either version of the Annual Plan, the default renewal option is Switch to Flexible Plan.

To change renewal options:

  1. Sign in to your Reseller console.
  2. On the Customer list page, click your customer’s name.
  3. Scroll to the Subscriptions section.
  4. Click + next to their product to expand.
  5. Next to renewal options, click Change.
  6. Select the renewal option you want and click Save.

The renewal options differ based on your customer’s payment plan. For renewal option details, see below.

Renewal options for the Annual Plan (monthly payments)

Auto-renew my contract

  • On the renewal date, your customer begins a new 12-month subscription for their account's number of user licenses.
  • Notifications are automatically sent to you on 2 separate dates: 30 days and 3 days before the renewal date.
  • For information about ordering additional licenses, see Add users to a customer's account.

Note: If (by contract) you’re limited to a specific number of users allowed in each customer's domain, the number of licenses can’t go over this limit.

Reduce my contract

Use this option if you want to lower the number of licenses your customer has. For example, if a customer account currently has 50 licenses and 45 are registered to existing users, you can change the number of licenses to 45.

Auto-renew my contract with yearly payments

  • On the renewal date, your customer begins a new 12-month subscription, but switches from monthly payments to a single yearly payment.
  • Notifications are automatically sent to you on 2 separate dates: 30 days and 3 days before the renewal date.
  • You are charged for all licenses for the entire year, at the end of the first month of the renewed contract.

Reduce my contract and renew with yearly payments

  • Use this option to renew your customer’s annual number of licenses to be the same as their existing number of users, and switch from monthly payments to a single yearly payment.
  • You are charged for all of your user accounts for the entire year, at the end of the first month of the renewed contract.

Switch to Flexible Plan (default setting)

A non-automatic renewal switches the customer from the Annual Plan (either version) to the Flexible Plan at the end of the subscription period. See Switch a customer to the Flexible Plan.

Cancel my service at the end of my term

Service for this customer is suspended when the subscription period ends. See Suspend a customer who hasn't paid.

Renewal options for the Annual Plan (yearly payments)

Auto-renew my contract

  • On the renewal date, your customer begins a new 12-month subscription for their account's number of user licenses.
  • Notifications are automatically sent to you on 2 separate dates: 30 days and 3 days before the renewal date.
  • For information about ordering additional licenses, see Add users to a customer's account.

Note: If (by contract) you’re limited to a specific number of users allowed in each customer's domain, the number of licenses can’t go over this limit.

Reduce my contract  

Use this option to lower the number of licenses your customer has. For example, if a customer account currently has 50 licenses and 45 are registered to existing users, you can change the number of licenses to 45.

Auto-renew my contract with monthly payments

  • On the renewal date, your customer begins a new 12-month subscription for their account's number of user licenses, but switches from a single yearly payment to monthly payments.
  • Notifications are automatically sent to you on 2 separate dates: 30 days and 3 days before the renewal date.
  • You are charged for all licenses for the entire year, at the end of the first month of the renewed contract.

Reduce my contract and renew with monthly payments  

  • Use this option to renew your customer’s annual number of licenses to be the same as their existing users and switch from a single yearly payment to monthly payments.
  • You are charged for all of your user accounts for the entire year, at the end of the first month of the renewed contract.

Switch to Flexible Plan (default setting)

A non-automatic renewal switches the customer from either version of the Annual Plan to the Flexible Plan at the end of the subscription period. See Switch a customer to the Flexible Plan.

Cancel my service at the end of my term

Service for this customer is suspended when the subscription period ends. See Suspend a customer who hasn't paid.

 

 

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