How to renew a clients subscription

How to renew a client subscription

Info
This article is specific to our Inner Circle members who are needing to renew subscriptions for their clients. If you are a standard user of Cashflow Manager and are needing to renew your subscription, please call our customer support team on 08 8275 2000.

Renewing a client’s subscription ensures uninterrupted access to their services, preventing any workflow disruptions. This guide will walk you through the renewal process, including how to set up auto-renewal for a seamless experience—you can streamline future payments, eliminate the need for manual renewals, and minimize the risk of service lapses.

To renew a client’s subscription, you must first have an active IC membership. See the instructions below to add a membership, then follow the steps to complete the renewal process.

Requirements to renew a client subscription 

To proceed with a client subscription renewal, you must have an active Inner Circle Membership. Refer to the following articles for guidance:
  2. New IC Membership Purchase

Logging into your IC account

  1. Go to our website.
  2. Select ‘For Accountants’ from the menu.
  3. Navigate to ‘Accountant Portal’.


 4. Log in to your IC portal.

Resetting your password

If you have forgotten your login details, click the ‘Lost Password’ option on the login page to reset your credentials.

Managing client subscriptions

  1. After logging in, click ‘My Clients’ on the left-hand menu.
Alert
The client purchases made before the portal update in February 2025 will be listed under "Billing History".

2. You will see a list of all your clients.


Renewing a client subscription 

  1. Locate the client whose subscription needs renewal.
  2. Click ‘Show Details’ next to their name.
  3. Scroll down to the ‘Subscriptions’ section.
  4. Click on the subscription ID associated with their account.



5. You will be redirected to a page displaying their order details.
6. Click the ‘Renew Now’ button.


 

Auto-renewal option

  • You will be taken to the checkout screen where the client’s details are prefilled.
  • You can enable automatic renewal to simplify future payments.

  • Enter payment details, agree to the terms and conditions, and confirm the renewal.

Purchase confirmation

  • Once the renewal is complete, you will receive an order confirmation.
  • No email notifications will be sent to the client.
  • The client’s subscription ID and license key will remain the same, and no new details will be generated.



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