When to Credit or Charge for Product Changes, Upgrades, or Downgrades

Understanding when to credit or charge for product changes, upgrades, or downgrades is essential. Below, we outline various scenarios for Product Change/Upgrade/Downgrade and clarify the corresponding actions for crediting or charging in each case. 

For detailed information, refer to the Product Changes and Migrations article.

For Product Changes

Product Parameters	Component Parameters	Credit Original Product in Current Period?	Charge New Product in Current Period?	Credit Original Component in Current Period?	Recharge Component in Current Period?
New Product, Same Family	Component has its own Billing Interval	No	No	No	No
New Product, Same Family	Component uses Product's Billing Interval	No	No	No	No
New Product, Different Family	Component has its own Billing Interval	No	No	No	No
New Product, Different Family	Component uses Product's Billing Interval	No	No	No	No
Same Product, New Price Point	Component has its own Billing Interval	No	No	No	No
Same Product, New Price Point	Component uses Product's Billing Interval	No	No	No	No

For Upgrade Migrations

Product Parameters	Component Parameters	Credit Original Product in Current Period?	Charge New Product in Current Period?	Credit Original Component in Current Period?	Recharge Component in Current Period?
New Product, Same Family	Component has its own Billing Interval	Yes	Yes	No	No
New Product, Same Family	Component uses Product's Billing Interval	Yes	Yes	Yes	Yes
New Product, Different Family	Component has its own Billing Interval	Yes	Yes	No	No
New Product, Different Family	Component uses Product's Billing Interval	Yes	Yes	Yes	No
Same Product, New Price Point	Component has its own Billing Interval	Yes	Yes	No	No
Same Product, New Price Point	Component uses Product's Billing Interval	Yes	Yes	Yes	Yes

For Downgrade Migrations

Product Parameters	Component Parameters	Credit Original Product in Current Period?	Charge New Product in Current Period?	Credit Original Component in Current Period?	Recharge Component in Current Period?
New Product, Same Family	Component has its own Billing Interval	Yes	Yes	No	No
New Product, Same Family	Component uses Product's Billing Interval	Yes	Yes	Yes	Yes
New Product, Different Family	Component has its own Billing Interval	Yes	Yes	No	No
New Product, Different Family	Component uses Product's Billing Interval	Yes	Yes	Yes	No
Same Product, New Price Point	Component has its own Billing Interval	Yes	Yes	No	No
Same Product, New Price Point	Component uses Product's Billing Interval	Yes	Yes	Yes	Yes