Overview
Custom Renewals let you track any recurring obligation that doesn't fall under Insurance, Warranty, Subscription, Service Due, or Filings. Examples: annual calibration, license renewals, permit renewals, etc.
Summary Counters
The badge next to the Custom Renewals heading shows how many custom renewals you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All custom renewal records |
| Active | Renewals that are currently valid |
| Due This Week | Renewals that end this week |
| Expired | Renewals whose end date has passed |
| Total Value | Sum of all custom renewal amounts (₹) |
The counter you are viewing is underlined — Total by default.
Table Columns
| Column | Description |
|---|---|
| Asset Name | The asset the renewal is for |
| Renewal Type | The name you gave this kind of renewal (e.g., "Testing") |
| Start Date / End Date | Renewal validity period |
| Status | Whether the renewal is Active |
| Amount | The renewal amount (₹) |
| Attachment | Uploaded documents, or – if none |
| ⋮ (three dots) | Actions for that record |
Tip: Use the Search here box to quickly find a custom renewal, or the filter icon at the far right to narrow the list.
Adding a Custom Renewal
- Navigate to Renewals > Custom Renewals in the sidebar
- Click the + button at the top right
- Fill in the form
Form Fields
| Field | Required | Description |
|---|---|---|
| Renewal Type | Yes | Type a name for this kind of renewal (e.g., "Calibration Certificate") |
| Asset Name | Yes | Select the asset |
| Service Provider | No | Provider name |
| Provider Email / Contact | No | Provider contact details |
| Premium Frequency | No | Payment frequency. Monthly is selected by default |
| Start Date / End Date | Yes | Renewal validity period |
| Title | Yes | Name of the renewal |
| Amount | No | Renewal cost (₹) |
| Annual Premium | No | Yearly premium if applicable |
| Policy No | No | Reference number |
| Notes | No | Additional information |
Setting Up Reminders
- Send Reminder Before — Select how long before the end date to send the reminder
- Repeat — Toggle to repeat the reminder at regular intervals
- Send Reminders Through — Tick one or more channels: Email, SMS, WhatsApp
Attaching Documents
Upload the certificate, permit, or licence by clicking Choose Files or dragging the file into the attachment area.
Submitting the Form
Click Submit to save the custom renewal, or Cancel to leave without saving.
Tip: Use Custom Renewals for things like: equipment calibration certificates, fire safety permits, pollution control certificates, trade licenses, etc.