How to renew a subscriber and take payment

Who does this: Counter staff, recovery officers, accountants, administrators; partners renew from their wallet
Permission: Renew, and switch auto-renew on or off; Take cash or bank payments and add balance to take more than the bill or to receive payment on invoices

Subscriber profile: package, expiry, balance, contact and account, payments and live speed

Steps

Find the subscriber in Subscribers → All subscribers and open the profile.
Quick views in the menu: Expiring in 7 days, Expiring in 2 weeks, Expired users, Expired but online.
Click the primary button Renew (popup).
The popup shows a live What will happen preview: Expires now, New expiry, Grace, Package, Total, Amount received, Dues left.
Check the Package and set Periods (1 to 24).
Choosing another package changes the subscriber's package and pushes the new speed.
Under Payment choose Cash or Bank transfer to take money now, or Later: bill it as due.
Customers can also pay with the prepaid balance, a prepaid card (Use a card in the profile's More menu) or online in the portal.
In Amount received (Rs) leave it empty for the whole bill, type less to leave the rest as dues, or type more to pay older dues first. Tick Keep the rest as prepaid balance to keep any extra.
Type 0 if nothing was received. Old dues to add (Rs) makes a separate Previous dues bill for old unpaid months and needs the Make custom invoices permission.
Optionally tick Print a receipt (80 mm) and click Renew.
The page returns to the profile with the new invoice number, or opens the receipt for printing.

What saRa does

In one transaction saRa makes the invoice, records the payment (cash goes to Cash in hand in the cash book and the ledger), moves the expiry date forward, queues the Renewal done / Payment received automatic messages and a portal notification. FreeRADIUS reads the new expiry from the database; if the customer was in the walled garden (expired) saRa reconnects them with a CoA disconnect (Reconnecting to leave the walled garden), and a package change pushes the new speed.

Good to know

Staff logins renew from a staff balance: the whole bill is taken off it, whatever the customer paid. If it is short the renewal is refused: 'Your balance (X) doesn't cover this renewal (Y). Ask an administrator, super admin or the owner to top up your balance.' Administrators are never limited.
A staff cash limit (A day / Before handing over) refuses cash payments past it on every payment form.
Terminated subscribers and archived packages cannot be renewed.
The renew form carries an idempotency key, so a double click or retry never charges twice.
Partner logins always pay from their wallet at the partner's package cost.
Add balance on the profile puts money on the customer's prepaid balance; unpaid bills are collected under Accounting → Unpaid invoices.