Renewals overview

Understand customer renewals, support balances and payment history.

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Renewals overview

Renewals has three views: Customer Renewals, Customer Support and Payment History. The first follows dated services and their payment state. The second tracks support-hour packages and work. The third records payments that have taken place.

The chain begins in the customer's service cards. A service date and net price inform the renewal; VAT comes from the relevant customer rate. Payment status and actual payment history must be kept accurate separately. Use the three views together before deciding whether a customer still owes money.

Renewals and upcoming customer services

See Customer Renewals, Support hours and Payment History.

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