How to Renew a Warranty?
When a warranty is about to run out, renew it in place instead of adding a brand-new one. Renewing moves the expiry date out and records the renewal cost and notes against the same warranty.
Where to Renew
Both places open the same Renew Warranty window.
From the Warranties list
- Go to Assets → Warranties and click the Expiring Soon (or Expired) tab.
- Expand the asset and open the ⋮ menu on the warranty’s row.
- Choose Renew warranty.
Renew warranty only appears in the list when the warranty is Expiring Soon or Expired.
From the unit’s Documents panel
- Open the asset from Assets → Inventory and click the folder icon on the SKU row.
- On the warranty card, click the Renew (circular-arrows) icon.
Entering Renewal Details
The window confirms which warranty you’re renewing (type and provider) and shows its Current expiry. Fill in:
- New Expiry Date (required) — must be after the current expiry date.
- Renewal Cost — the amount paid for the extension. Optional.
- Notes — any details about the renewal. Optional.
Click Process Renewal. The warranty’s end date moves to the new date and its status updates — and because the date changed, the expiry email reminder is re-armed for the new date.