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Renewals

Track domain, hosting and service renewals so nothing expires by surprise.

Renewals lists every domain, hosting service and server that comes due, in one place. Each row is one renewal cycle: one service due on one date. Open it from the sidebar: Domains & Infra → Renewals. The number next to Renewals in the sidebar counts the cycles due in the next 30 days (or already late) that are not yet renewed or cancelled.

Renewals. 1 Search and filters, 2 Status, 3 Renew or revert.

Where renewal cycles come from

You don’t create renewals by hand. Every active service in Websites & Hosting has a next renewal date. About 45 days before that date, AgencyOS opens a renewal cycle for it with the service’s currency, cost and selling price. Servers in Infrastructure appear here using their yearly renewal date.

Find a renewal

  • Search (callout 1) matches the client, service name and status.
  • Status shows one state at a time. Type narrows to Domain, Hosting or Infrastructure.
  • From and To limit the list to a due-date range, for example next month.
  • Sort by Type, Due or Amount by clicking the column heading. The list starts with the earliest due date.

Amount is the selling price you charge the client. For a server it is the monthly cost.

Renewal states

A domain or hosting renewal moves through these states. The Status dropdown on each row (callout 2) offers only the next step.

StateMeansNext step in the dropdown
upcomingThe cycle is open; nothing has been asked of the client yet.awaiting payment
awaiting paymentYou have invoiced or asked the client to pay.paid
overdueThe due date passed before it was paid.paid
paidThe client paid; AgencyOS records who marked it and when.provider pending
provider pendingYou have placed the renewal with the provider and are waiting for confirmation.renewed
renewedThe provider confirmed. AgencyOS moves the service’s next renewal date forward by its billing interval and opens the next cycle.—
failedThe provider renewal didn’t go through.provider pending (try again)
cancelledThe service won’t be renewed. Reminders for it stop.—

Every change is recorded in Activity history with who made it.

Renew in one step

If the client has paid and you’ve already renewed with the provider, skip the steps above:

  1. Click Renew on the row (callout 3).
  2. Choose the Renewal period: 1 to 5 years for a domain, 1 year for hosting, or 1, 3, 6 or 12 months for a server.
  3. Click Confirm renewal.
Renewing a domain: choose the period and confirm.

The due date moves forward by the period you chose, the row becomes renewed, and the service’s next renewal date is updated to match.

Undo a renewal

Renewed the wrong row, or for the wrong period? Click Revert, then Revert again in Revert renewal. AgencyOS restores the previous due date and sets the row back to upcoming; use the Status dropdown if it should be awaiting payment instead. Revert only undoes the latest renewal made with Renew; if there is none, AgencyOS says so.

What you won’t find here

There is no export or bulk action on this screen. To report on renewal income or export it, use Financial reports. To change a service’s price, provider or billing interval, edit the service in Websites & Hosting.