How to Manage Upgrade/Downgrade of Product or Subscription Level

To manually upgrade or downgrade a customers Product/Subscription Level, go to Payments >> Subscriptions. Then click on the “Upgrade/Downgrade” button for that particular subscription. Now you can choose the product from the same campaign that you want to change the customer to. IMPORTANT: The new Product must be from the same campaign as the customer’s current subscription. HOW UP/DOWNGRADES WORK: By default, the next billing date for the first charge after the up/downgrade will remain the same as the next billing date of the original subscription. If upgrading to a higher value plan, the customer would be charged the new subscription price on the next charge date. If downgrading to a lower value plan, the customer would be provided “Credit” on the new subscription to use on future payments until the credit is gone. (See bottom of article for full explanation and example) (OPTIONAL) Vendors also have the option to enable and use the advanced options to alter the subscription next charge date, First charge amount, units allowed, or add a coupon if they need to alter these manually. A popup modal will display the following options: #1. Product: Select the new product/subscription they should now be associated with. Note: You must FIRST have this product setup in PayKickstart in the same campaign as the original product purchased and it MUST be a recurring subscription product. #2. First Charge: This is the amount that you want to charge today as part of the proration. This amount will be billed to the customer today. If you want to prevent the customer from receiving a credit or probation charge on the up/downgrade, you can set the “first charge’ as “0”. IMPORTANT: If the customer has any credit on the subscription, manually overriding the first charge field WILL remove the credit from the customer. If you DO NOT want to remove any existing credits, DO NOT manually override the First Charge field. #3. Units Allowed: This optional feature will ONLY show if you are using our usage-based feature. It will allow you to manually add units allowed for the first period of the new subscription. #4. Next Charge Date: This field changes the next time the customer will be charged for the main subscription billing. you can specify a future date for the next charge in this section or leave it as is to charge on the next previously established billing date #5. Coupons: This field allows you to add a coupon that applies to Rebills during the Upgrade/Downgrade of the customer’s subscription. *Please note the coupon will not apply to the pro-rata charge (if there is one) – only subsequent rebills. If you do not alter #2, #3, #4, or #5 by using the advanced settings, PayKickstart will handle the subscription change automatically calculating the next charge amount and usage units(if applicable). In case you are looking into carrying over the customer’s trial period to the new plan, please see this article: https://support.paykickstart.com/knowledge-base/how-to-carry-over-the-trial-period-during-an-upgrade-downgrade/

Still puzzling over something?