<aside> 💡 This documentation is for features supported out of the box. Please contact our Data Solutions team if you’d learn more on how this plays out with your custom CRM integration.

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Up for Renewal reporting

Subscript makes it easy for you to track and manage your customers subscriptions renewals.

For all your linear recurring contracts, this report will already be available, no changes or extra data needed other than having the end date set in your transactions.

You can find all your customers up for renewal in each given month by following the steps below:

1. Click Dashboard > Common SaaS metrics
2. Scroll to the SAAS block of metrics
3. You’ll see a row Up for renewal. The amounts in this row are clickable, and will show you everybody that is up for renewal in that month, with all their transactions (in case there’s more than one, eg., for separate products or for upsells also to be renewed on the same period).
   1. 📝 If the customer has been renewed already, the renewal transaction will also be shown.

Auto-renewals, or till-canceled

<aside> 💡 💰 Subscript Billing pro tip: till-canceled contracts have the advantage of adding future invoices automatically for you as the contract goes on. You can even configure the invoices to go out automatically (and if you’re using Stripe, to charge the customer automatically).

</aside>

Subscript also offers an auto-renewal option for recurring revenue contracts that should go on indefinitely, that is the till-canceled revenue type.

By default, till-canceled transactions don’t show up in the Up for renewal reporting above — but this too can be configured.

What this is helpful for:

• If you have contracts that by default are to be renewed unless the customer notifies you until a certain date, till-canceled may be for you. This means you wouldn’t have to create a renewal transaction (or a renewal deal in your CRM) for the customer when their renewal should kick-in.
• Even so, you can monitor this expected renewal date in Up for Renewal to contact your customer proactively, review their contract or offer upsells, for instance.

How to track till-canceled transactions in Up for renewal?

Since till-canceled transactions don’t have the end date filled until the contract ends, Subscript takes into account two different fields for tracking till-canceled renewals:

• Customer metadata field Up for Renewal Date
• Transaction metadata field Up for Renewal Date

You can change this for your customer if they are to be renewed for all their transactions at once, or by transaction if they have different renewal dates per product.