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Renew a contract When a customer renews, you can take a renewal quote and apply it directly to their existing billing schedule. Sequence appends the quote’s pricing to the current schedule, so the renewal continues on the same schedule instead of creating a separate one. You can still choose to start a new schedule if you prefer.

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Execute a renewal quote

Once a renewal quote is published or accepted, select Execute quote. Sequence checks the customer’s existing billing schedules and opens the renewal execute flow.
1

Choose how to execute and pick the schedule

Choose how you want to execute the quote:
  • Add to existing schedule appends the quote’s phases to one of the customer’s current billing schedules.
  • Create new schedule starts a separate billing schedule for this contract.
If the customer has a schedule the renewal can be added to, Add to existing schedule is preselected. Pick the target schedule (if the customer has more than one eligible schedule) and set a renewal start date. Sequence shows a preview of the selected schedule, including its start date and whether it is open ended, so you can confirm you have the right one.
Choosing to add the renewal to an existing schedule and setting the renewal start date

Choosing how to execute and selecting the schedule

2

Review and execute

Select Continue to review the renewal. Sequence shows the renewal date, the contract duration, the customer, and how the schedule’s end date changes (its original end date and the new end date after the renewal). Check the details, then select Execute quote to apply the renewal.
Reviewing the renewal date, duration and new end date before executing

Reviewing the renewal before executing

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The renewed billing schedule

After you execute, the renewal’s phases are appended to the existing schedule and the schedule’s end date extends to cover the new term. The original contract phases stay intact, so you keep a single, continuous schedule with the full billing history in one place. In the example below, the renewal adds three yearly phases (Renewal - Year 1, Year 2 and Year 3) after the original contract, extending the schedule to 30 June 2029. Each renewal phase carries the pricing from the quote, and future invoices are generated automatically from these phases.
Billing schedule showing the original contract followed by appended renewal phases

A schedule with the original contract and appended renewal phases

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Before you start

This flow applies to renewal quotes only. A quote’s deal type determines how it executes:
  • Renewal quotes open the renewal execute flow described below, where you can add the quote to an existing schedule or start a new one.
  • New business quotes always create a new billing schedule. They do not offer the add-to-existing option.
If the auto-execute signed quotes setting is enabled, signed quotes are executed automatically and always create a new billing schedule. They will not be applied to an existing schedule. To apply a renewal to an existing schedule, execute the quote manually.

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How the renewal start date works

The renewal start date anchors the new phases that are appended to the schedule.
  • For fixed-end schedules, the renewal start date is optional. Sequence pre-fills it with the day after the selected schedule ends, so the renewal picks up seamlessly where the current contract finishes.
  • For open-ended schedules, the renewal start date is required so you can choose an explicit changeover date.
  • The earliest date you can choose is the start of the schedule’s currently active phase. If the renewal start date falls before the schedule’s current end, Sequence truncates the existing schedule at that date and continues with the renewal pricing from there.
If the renewal changes the schedule’s billing period, Sequence sets the billing date for the new phases to match the renewal start date. You will see a note in the modal when this happens.

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Which schedules are eligible

A schedule appears in the add-to-existing list when it:
  • Belongs to the same customer as the quote.
  • Is active.
  • Uses the same currency as the quote.
Some schedules cannot take a renewal. Schedules that would produce an invalid result (for example, incompatible proration on the combined phases) are flagged in the modal and cannot be selected. If the customer has no eligible schedule, the add-to-existing option is unavailable and you can create a new schedule instead.

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Permissions

Adding a renewal to an existing schedule edits that billing schedule, so it requires billing schedule edit permissions. Users without those permissions (for example, sales users) see the option locked and can still create a new schedule. Creating a new schedule does not require billing edit permissions.