Change a plan
Change a plan prorates the current period, moves the Customer’s Entitlements to the new Offer, and confirms the change.
Trigger
Runs on every Subscription.switch call. Part of Trials and plan changes, run by the Finance Team.
Steps
- Prorate the current period and bill or credit the difference.
- Move the Customer’s Entitlements to the new Offer.
- Confirm the change, the new Price and the next charge date.
- Hand a downgrade to the Success Manager to ask why.
Outputs
Example
A Customer moves from the $29 monthly plan to the $290 annual plan on the 15th. They pay $290 minus $14 for the unused half month. Their seats carry over, and the confirmation names the next charge date.