Upgrading and Downgrading Subscriptions

Before you upgrade or downgrade a subscription, make sure you have your plans configured to upgrade. Refer to the section Upgrading and Downgrading Plans for details.

To upgrade a subscription:

1. Go Business Operations > Customers and click a customer's full name.
2. Click the name of a subscription you want to upgrade to.
3. Click the Upgrade link in the Available Operations form that appears.

To downgrade a subscription:

1. Go to Business Operations > Customers > Click a customer's full name.
2. Click the name of a subscription you want to downgrade to.
3. Click Show/Hide Operations Menu, and click the Downgrade link in the Available Operations form that appears.

When you upgrade or downgrade a subscription, you can choose between the three options described below.

• Upgrade/Downgrade now and apply proration credits. If this is selected, the system performs the following:
  • Adds money for the remaining number of days till the end of the current billing cycle as credits to the customer account.
  • Creates a subscription of type Upgrade Fee or Downgrade Fee. The subscription price is the price of a plan the customer upgrades or downgrades to respectively for the remaining number of days till the end of the billing cycle.
  • If Generate invoice immediately is selected, the system creates an invoice for this subscription for the current billing cycle. The next invoice (for the new plan) will be generated as usual before the next billing cycle. If Generate invoice immediately is not selected, the invoice will be generated in the next run of "ProcessInvoices" event. Typically, this event runs daily.
  • Applies the credits to the new invoice.
  • Creates the event to provision the upgraded or downgraded subscription to the Panel.
• Upgrade/Downgrade now and DO NOT apply proration credits. If it is selected, the system performs the following:
  • Creates the event to provision the upgraded or downgraded subscription to the Panel. The next invoice (for the new plan) will be generated as usual before the next billing cycle. Option Generate invoice immediately is not taken into account in this case.

    Note: It is not possible to upgrade or downgrade this subscription again till the end of the current billing cycle.

• End of current cycle. If it is selected, the system performs the following:
  • Upgrades or downgrades the subscription in Business Manager, but sets it to be provisioned only in the next billing cycle. The next invoice (for the new plan) will be generated as usual before the next billing cycle. Option Generate invoice immediately is not taken into account in this case.