Renewals Management
Manage all your client renewals like DSC, Food License, Insurance, Agreements, and more—efficiently from one place. Automate task creation and never miss an expiry again.
Note: DSC has been moved under Renewals.
How to Add Renewals
Go to Renewals and click on + New button
Select Type or click + Add New
Enter Renewals Type Name
If you want to create a task, enable the toggle "Enable task creation for this renewal type"
Create new service or select existing service
To create tasks automatically, enable the "Create task automatically" toggle and set the number of days before expiry.
Select the client(s), Issue Date, Expiry Date, Class for DSC, and notes (if any)
Click on Save button
How to Import Renewals
Go to Renewals and click on Import button
Download Sample File
Enter the details in downloaded file
Import the file using Import button
Note: Please create the type first, then enter the type details in downloaded file.
How to Manage and Add the Renewals
Go to Settings > Data & Utilities > Renewal Types
Click on New button
Enter Renewals Type Name
If you want to create a task, enable the toggle "Enable task creation for this renewal type"
Create new service or select existing service
To create tasks automatically, enable the "Create task automatically" toggle and set the number of days before expiry.
Select the client(s), Issue Date, Expiry Date, Class for DSC, and notes (if any)
Click on Save button
How to Edit the Renewals
Hover the mouse on Renewal Types
A pencil icon appears at the end of the row
Make the changes and save
Send Notification to Clients for Renewals
Note: Please update your renewal notification templates (SMS, WhatsApp, Email).Go to Settings > General Notifications
Click on Renewal Reminder
Select Send before expiry (No. of days) and time
For SMS
Select the template
For WhatsApp
Create the template first, then select the template here
To create WhatsApp templates:
Settings > WhatsApp > Message Templates > New
For Email
Enter your Email Subject and Email Template
Variables
{TYPE} → Renewal type
{EXPIRY_DATE} → Expiry date of renewal
Related Articles
Export Data to Tally (Import Data in Tally)
Go to Settings and click on “Export Data to Tally” Select the date range for downloading the receipts, invoices, clients, and services for import into Tally. Note: The date range should be within 1 year. Download the zipped file that contains the ...Add or Edit Document Type
Add Document Type Go to Settings, and Open “Document Types”. Click on “+New” button and enter the Document Type name. Click the Save button Edit Document Type To edit this document, click Edit (✎) button next to the document name. Click the Save ...Mark Doc In-Out Entry
Go to Doc In-Out, and Click on “+New” button. Enter the Date, and select the category (Received/Given). Select document type (if not available click “+Add New” and save). Search and Select the Client. Enter Doc. location (where this document is ...Upload the Client’s Documents
Open the Client dashboard. Search or click on the client’s name. Open the Document tab. You can drop or upload client Documents such as GST Return, ITR File, Audit reports etc.Upload the Task Documents
Open the Task dashboard. Click on the Serivce name. Open the Document tab. You can drop or upload the Documents such as GST Acknowledgement, ITR Submission file, Audit reports etc.