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Co-authored-by: Felicia Kuan <[email protected]>
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content/applications/sales/subscriptions/renewals.rst

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@@ -17,7 +17,7 @@ Subscription renewals
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=====================
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In order to renew a subscription, a quotation with a subscription product *must* be confirmed and
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a configured :guilabel:`Recurring Plan` must be selected.
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a configured *recurring plan* must be selected.
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To open a subscription quotation, navigate to :menuselection:`Subscriptions app --> Subscriptions
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--> Quotations` and select the desired quotation from the list. Or, create a new one by clicking
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a product, as it is considered a recurring product.
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Subscription quotations *must* be confirmed, and payment from the customer for the initial
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subscription *must* be invoiced and registered in order to successfully open a Renewal Quotation.
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subscription *must* be invoiced and registered in order to successfully open a renewal quotation.
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Once the payment from the subscription invoice is confirmed, a sale order is created. Click the
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:icon:`fa-pencil-square-o` :guilabel:`Sale Order` smart button to view it. An
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.. tip::
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Important reference information like the start date and next invoice date are automatically added
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to the Renewal Quotation's Chatter.
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to the renewal quotation's chatter.
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Once the Renewal Quotation is confirmed, it becomes a sale order and a :icon:`fa-usd`
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Once the renewal quotation is confirmed, it becomes a sale order and a :icon:`fa-usd`
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:guilabel:`Sales History` smart button appears at the top of the page.
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.. image:: renewals/sales-history-smart-button.png

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