If your lab needs to generate a quote that shows all of the details related to your lab's subscription renewal (seat count, cost, term length) follow the instructions below for how to generate a renewal quote.
This information should be used to request a new PO via your procurement department. Once a PO number is provided, it will be added to your subscription ahead of renewal to be included on the invoice.
If you'd rather pay by credit card, you can add your card under Billing Details.
Table of Contents
- Generate a Subscription Renewal Quote
- Add or Edit a Renewal PO Number
- Renew via Credit Card Payment Method
Generate a Subscription Renewal Quote
1. On the top left side of the toolbar, click on the Org Name or the Lab Name to open the list, and then click the gear icon next to the Org Name.
2. Select the Organization on the left sidebar, then click the Subscription Billing tab.
3. Click Download Quote. Your quote will open in your browser with all subscription details to share with the relevant team or department who requires this information before subscription renewal. The PDF details the number of seats, cost, and term length of the subscription.
Add or Edit a Renewal PO Number
Once a PO number is available, you can add it to your subscription ahead of renewal to be included on your invoice.
1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the Organization on the left sidebar, then click the Subscription Billing tab.
3. Click Manage Renewal Payment Method.
4. Select Purchase Order method and add or modify the PO Number and the Billing Email address. These details will be included on your renewal invoice. Once the details are added click Confirm Payment Method.
Note: If paying via PO, the PO number must be added here before your renewal date.
5. The renewal banner shows the upcoming renewal date and the PO number that will be included on the invoice.
When the renewal is processed, this number will automatically be reflected on your subscription renewal invoice.
Renew via Credit Card Payment Method
A credit card can be added to your subscription and billed automatically at renewal.
1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the Organization on the left sidebar, then click the Subscription Billing tab.
3. If there's no credit card on file, or if you want to change the credit card that is charged, click Add Payment Method.
4. Enter your credit card details and click Update Card.
5. Click Manage Renewal Payment Method.
6. Select Credit Card as the billing method and select a credit card from the dropdown list. Once the credit card is selected click Confirm Payment Method.
7. The banner shows the subscription will renew successfully and charge the selected credit card on the renewal date.
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