Change a customer's plan

Who can do this: You need to be an owner, admin or manager to do this.

You need at least two active plans. Change plan only appears when there’s another plan to move to.

1. Open Subscriptions.
2. Find the subscription and choose Change plan.
3. In Move to, choose the new plan.
4. Check the price. It’s based on the time left in the period the customer has paid for.
5. Choose Confirm change.

What the customer pays

• A dearer plan starts now. The difference for the rest of this period, shown as To pay now, is charged to their saved card when you confirm. Their renewal date doesn’t change.
• A cheaper plan starts when the paid period ends. They keep what they bought until then. Meanwhile, the subscription shows moving to and the new plan’s name.

If the change leaves the customer in credit, it shows as Credit towards the next payment. The subscription shows the credit until it’s used.