Edit Subscription & Invoices - WorkVerge Help Documentation

Real-world scenario

Maya Chen · IT Manager at Bluewave Labs

Notion auto-renewed yesterday at $960. Carlos updates the subscription end date to 2027-03-14 and uploads the new invoice PDF. Maya opens the vendor record during her weekly review and sees everything current without chasing Slack messages.

Before you begin

Subscription already created for the vendor
Permission to edit vendors and subscriptions

Overview

After a renewal charges, especially auto-renew tools like Notion, you update the subscription period and attach the invoice. Maya relies on accurate end dates for approval workflows; finance relies on uploaded PDFs for reconciliation.

Edit subscription

1
Open the vendor and find the subscription
Go to ITAM → Vendor Management → Notion → Billing Info. Locate the subscription row.
2
Click Edit on the subscription
Update name, start/end dates, price, currency, billing cycle, or auto-renew as needed.
3
Save changes
WorkVerge recalculates MRR and renewal alerts based on the new dates and price.

Upload & download invoices

1
Click Upload Invoice on the subscription
Select a PDF or image from Notion's renewal email, finance will need it later.
2
Confirm the file attached
The invoice icon or status column shows the document is on file.
3
Download when needed
Click Download to retrieve the PDF for accounting or audit requests.

One invoice per period

Upload each renewal invoice when it arrives. Maya compares the PDF price to the subscription record before approving the next year, mismatches mean it is time to renegotiate with Notion.

Example update

Notion. post-renewal update

Old end date: 2026-03-14
New end date: 2027-03-14
Price: $960.00 USD (unchanged)
Invoice uploaded: notion-invoice-2026.pdf
Updated by: Carlos Reyes