In Zoho Billing, Manual Renewal allows you to manage subscription renewals manually rather than renewing them automatically at the end of each billing cycle. This gives you more control over when and how your customers are billed.

This feature is particularly useful if:

• The invoice is generated early in the process, but the subscription starts later, such as after installation or setup is complete.
• You need to invoice customers at irregular intervals or on demand.
• You want to confirm with customers before renewing a subscription.
• Your billing depends on usage or variable pricing that isn’t known in advance.

When a subscription is set to manual renewal, Zoho Billing will not automatically generate the next invoice. Instead, you can choose when to renew the subscription and generate the invoice accordingly.

This approach offers greater flexibility in managing subscriptions and helps ensure that billing aligns with your specific business workflows.

Enable Manual Renewal

To manage subscription renewals manually, you need to enable Manual Renewal in your settings. Here’s how:

• Go to Settings.
• Select General under Subscriptions.
• Slide the toggle next to Manual Renewal to enable it.

You can now create subscriptions that can be renewed manually.

Create a Manual Renewal Subscription

To create a subscription that can be renewed manually:

• Go to Subscriptions under Sales.

• Click + New to create a new subscription.

• Enter the required fields.

• Mark Manual Renewal and select an invoice preference.

  Invoice Preference	Description
  Generate a New Invoice	A new invoice is generated in Draft status. You can review and modify the invoice before sending it to the customer.
  Associate an Existing Invoice	You can associate an existing invoice with the subscription by selecting it from the Invoice# dropdown.
  Skip Renewal Invoice	The subscription will be created immediately without generating an invoice.

• Click Continue to create the subscription.

To enable manual renewal in an already created subscription:

• Go to Subscriptions under Sales.
• Select the subscription for which you want to enable.
• Click the More icon and select Enable Manual Renewal.

You can now manually renew the subscription at the end of each billing cycle, whenever required.

Manually Renew a Subscription

Here’s how to renew a subscription manually:

• Go to Subscriptions under Sales.

• Select the subscription that you want to renew.

• Click Renew Subscription and select an invoice preference.

  Invoice Preference	Description
  Generate a New Invoice	A renewal invoice is generated in the Draft status. You can review and modify the invoice before sending it to the customer. You can also choose the payment terms and specify the number of billing cycles for which the invoice should be generated. Note: You cannot generate a new invoice if your payment term is selected as Due On Receipt.
  Associate an Existing Invoice	You can associate an existing invoice with the subscription by selecting it from the Invoice# dropdown.
  Skip Renewal Invoice	The subscription will be renewed immediately without generating an invoice. You can associate a new or existing invoice with the subscription at any time later if needed.

• If you want to extend the subscription without charging, mark Provide a Free Extension and enter the number of days or months. No invoice will be generated for the extended period, and the next billing date will be adjusted accordingly.

• Click Renew.

The subscription will be renewed based on your selected invoice preference.

On-Demand Dunning

Out-of-Term Subscriptions

• Once a subscription becomes Out-of-Term, Zoho Billing will send up to 5 reminder emails for the subscription renewal.
• The default interval between each reminder is 3 days, totalling a 15-day retry period.
• If the subscription is not renewed after 15 days, it will be automatically cancelled.

Subscriptions with Overdue Invoices

• The dunning period lasts for 15 days during which a subscription stays in the Past Due status if the latest renewal invoice is overdue.
• Customers can make payments at any time during this period.
• If the subscription remains unpaid after 15 days, the configured final action will take place.

Disable Manual Renewal

You may choose to disable Manual Renewal if you want the subscription to renew automatically at the end of each billing cycle without needing manual intervention. Here’s how:

• Go to Subscriptions under Sales.
• Select the subscription for which you want to disable manual renewal.
• Click the More icon and select Disable Manual Renewal.

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