Change/Swap Customer Subscription

In some instances, you may need to change your customer's subscription plan. Often times, this is needed when a customer requests to go from a monthly plan to an annual plan, or vice versa. You can easily accomplish this from within your customer's Subscription Record using the 'Change Subscription' option.

You will be able to select (or even create) a different plan, and decide if the change/charge should happen immediately, or at the end of their current billing cycle.

Under 'More Options' you will also have the option to 'Add a Manual Adjustment'. This would be used to instantly issue a pro-rated charge or refund of a set amount. This is often only used in very specific situations.

If you have taxes enabled, and your subscription is taxable, you will have the option to click the 'Recalculate Taxes' toggle to include any tax based on your customer's billing address.

If you have taxes enabled, and your subscription is taxable, you will have the option to click the 'Recalculate Taxes' toggle to include any tax based on your customer's billing address.

Once configured, just click 'Save'