An upgrade/downgrade migration allows you to move a Subscriber to a new product using basic proration rules. When proration is applied to a Subscription, a prorated charge or credit will be applied.
If you prefer to move a Subscriber to a new product without performing any proration (no cost change), you may simply change the product for this Subscription.
Please be aware that this article covers one of the many actions available for managing your subscriptions. If you would like more information, please check out this help article: Subscription Actions Overview.
Upgrading/Downgrading will have the following effects:
- A prorated credit may be applied for the current product
- The pro-rated credit for prior period charges will include any component charges from that period
- A charge for the full amount of the new product will be applied
- A charge for the full amount of all component charges will be applied. All metered components will be reset to zero.
- The period start date will be reset to today’s date
- If switching to a new product family, all component balances will be reset
How to upgrade/downgrade a Subscription:
- Select the Subscription. Then click Subscription Actions button and select Upgrade/Downgrade.
- Note the Subscriptions current product and current prorated credit (if any)
- “Select Product” to choose which product to migrate the subscription to in Advanced Billing.
- There will not be a preview step; any product selected will immediately generate a charge.
- Select “Enable Coupons” if desired
Upgrade or downgrade your subscription and select options
For more information on Upgrades/Downgrades, please see our documentation here.