Managing Renewal Plans

Find solutions to options for the next term's plan such as configuring a renewal, activating a renewal and changing the payment configuration from paid-in-full to monthly payments and vice verse.

Configure a plan renewal
Once a plan has been completed, the application automatically renews to the same plan type annually unless the template associated with the plan is set to ...
Wed, Jan 21, 2015 at 4:19 PM
Activate a renewal plan early
A manager or administrator can activate a renewal plan within sixty days of the current plan’s end date. This is generally done if the client has used all i...
Tue, May 12, 2015 at 3:54 PM
Change a monthly payment configuration for a renewal plan to paid in full
Renewal Plans Only: A manager or administrator can change the payment configuration of a plan with a renewal status of manual renewal or auto renewal fr...
Wed, Jan 21, 2015 at 4:29 PM
Change a Paid in Full renewed plan to Monthly Payments
Renewal Plans Only: A manager or administrator can change the payment configuration of a renewed plan BEFORE any payments are collected. To do this: ...
Fri, Jul 20, 2018 at 11:11 AM