Use the Zuora application - renew subscriptions
This article explains how to renew a subscription by creating an order in the Zuora application.
To renew a subscription by creating an order in the Zuora application:
- Navigate to Customers > Orders . The Orders page opens.
- Click Create New Order at the top right. The Create New Order page opens.
- In the
Account
field, enter the name of the account that owns the subscription. By default, the account that owns the order will also own the subscription.Note: You can enter the account by clicking either Account Name or Account Number .
If you click Account Name , type part of the account name in the Account field and the filtered accounts can be dynamically listed for your selection.
If you click Account Number , type the complete account number.
- Choose what you want to do by clicking Amend Subscription .
- Select either the Subscription Invoiced or Subscription Owned option from the field to list the respective subscriptions.
- In the Select an existing subscription area, locate the target subscription to which you are to add products by using the Search field.
- On the target subscription line, click
Select
in the
ACTION
column.
- In the
Associated subscriptions
area, click
Renew Subscription
, which is displayed to the right of the subscription number.
Note: The Renew Subscription option is not available for an evergreen subscription or if the renewal term is set to 0.
- In the Renew subscription window, specify appropriate dates in the
Contract effective,
Service activation
, and
Customer acceptance
fields. For more information, see Billing Trigger Dates
.
Note: If the subscription has a ramp, the system automatically carries over the ramp definition to the renewal term. If you want to skip this behavior and manually manage the ramp in the renewal term, submit a request at Zuora Global Support .
- Click Continue to close the window and review the order.
- Click Activate to activate the order.