How to Renew an Expiring License

How to Renew an Expiring License

Licenses can be renewed up to 3 months before they expire. If a license is renewed before it expires, the remaining days on the existing license will not be lost, they will be carried over to the renewed license. 
  1. Search for License/Order: Use the Orders and Licenses Grid to find the license or order you wish to renew. Learn more about Searching For Orders and Licenses. 
    1. Click on the Order Number to enter Single Order View (detailed order view). 
    2. In the detailed order view, click on Renew. This will take you to the Renew Review screen. 
  2. Renew Review
    1. All the licenses from the expiring order will be listed for renewal. You can remove certain license items if do not wish to renew them using the "trash" icon on the right.
    2. If you want to change the license quantity, enter in the total new quantity that you wish to achieve for each license.
    3. If you want to change the product, click Change Product and choose the desired product to change to. 
    4. Choose License Duration (1 Year, 2 Year, 3 Year). Multiple selections are allowed if you want to offer your customer more than one quotation for consideration. 
  3. Process Order
    1. If you want to create a quote for your customers consideration, click Create Quote. Quotes can later be processed into Orders. 
    2. If you want to process the order immediately, click Place Order. Note that this button is only available if a single License Duration is selected. 

    • Related Articles

    • How to View Expired / Expiring Licenses

      The New PartnerZone has a specific grid to show you all expired / expiring licenses.  Click on Orders and Licenses (main menu on the left) to enter the grid.  Click on Expiries The grid will show a pre-set filter that shows all licenses with expiry ...
    • How to Enlarge or Upgrade an existing License (same license expiry date)

      Note: If you intend to renew a license, please do not use this Upgrade feature described below, rather use the Renew feature which also supports changes in License Quantity and Product. The Upgrade feature assumes that you would like to increase the ...
    • Create a New License Order

      Click on New Order... (near the top left)  Choose a Customer If you have already added the Customer to your PartnerZone account, you can search for it using Customer Name, Email, or Customer ID If you have not yet added the Customer, click on Create ...
    • How to Search for an Order or License

      There are various ways to search for an order or license depending on what information you have available. All of these search options are available in the Orders and Licenses Grid and are detailed below.  Click on Orders and Licenses (main menu on ...
    • How to Create a Price Estimate

      The Price Estimate feature is designed to allow you to calculate the price of potential license order in the following situations:  You do not have the client added to your PartnerZone and just want to determine the price of a license Calculate ...