Subscriptions｜Changing, Upgrading, or Downgrading a Subscription

• Flat price
• Package price (recurring billing or customer-initiated payment)
• Based on usage

Accessing the Change Entry

1. Open the Subscription page: Log in to Subotiz Admin, then go to Subscriptions > Subscriptions to view all active and historical subscriptions.
    
2. Locate the target subscription: Find the subscription you want to change in the list and open the Subscription Details page.
    
3. Start the change: On the Subscription details page, click Actions > Change subscription in the upper-right corner. Before proceeding, review the subscription details carefully.
    
4. Open the change window: The Change subscription dialog appears. In this dialog, you can select:
   • A new product
   • A new pricing plan
   • The effective time
   • The proration settings
      
5. Submit the change: After confirming the information is correct, click Change now to apply the update.

Setting the Effective Time

1. Immediate effect: The new pricing plan is applied immediately.
   Depending on the subscription status, pricing type, and proration settings, the system may automatically:
   • Charge the new plan price
   • Refund the unused value of the current plan
   • Perform both a refund and a new charge
   • Apply the change without any billing adjustment
   The exact billing result is displayed in the confirmation dialog before the change is finalized.
2. End of current period: The current billing cycle continues using the existing pricing plan. The new pricing plan will take effect once the current cycle ends. 
   In most cases, this option does not trigger immediate billing adjustments. The new pricing will apply starting from the next billing cycle.
   For Package price plans using customer-initiated payment, the new pricing will apply the next time the customer initiates a payment.

Proration Rules

1. Charge proration amount immediately: The system calculates the price difference based on the remaining time in the current billing cycle and automatically generates:
   • An invoice if additional payment is required
   • A refund record if the customer should receive a refund
2. Do not charge proration amount: The new pricing plan takes effect immediately, but no proration calculation is performed. 
   Depending on the subscription state, the system may:
   • Apply the new plan without billing changes
   • Charge the full amount of the new plan directly

Trial Period Scenarios

• Paid trial: If the subscription is in a paid trial, the system may refund the remaining trial amount and recalculate charges based on the new pricing plan.
• Free trial: If the subscription is in a free trial, the system may either:
  • Charge the new plan immediately, or
  • Start a new trial period under the new pricing plan

System Behavior After Submission

• Updates the pricing plan in the subscription contract
• Records the change time and operator
• Generates invoices or refund records when required
• Stores pending subscription changes if End of current period is selected

• No billing adjustment required
• The price difference will be charged using the original payment method
• A refund will be issued to the original payment method
• The new pricing plan takes effect immediately with a trial period

Best Practices

• Use Immediate effect when customers need immediate access to new features or higher-tier plans.
• Use End of current period when you want to avoid mid-cycle billing adjustments.
• Review before submitting to ensure the correct product, pricing plan, and proration option are selected.