Docs

Subscriptions Articles & FAQ

plan, subscription, change, credit, portal, upgrade, downgrade

15243607

2016-02-01T08:28:01Z

2025-02-12T08:21:53Z

7440

7

7

216059

Can I change the plan of an existing subscription on behalf of the customer ?

Can I change the plan of an existing subscription on behalf of the customer ? 

Topics Covered

Change Subscription

Upgrade/Downgrade Subscriptions.

Summary.

A customer's subscription can be changed (upgraded/downgraded) by the merchant, the customers themselves or through APIs if you have implemented a custom workflow.

As a merchant, you can change a subscription from the Admin Console (aka-Web interface).

A customer can change or update a subscription from the Customer Portal provided the functions are allowed from the portal settings.

If you have a custom/in-app user interface you can use our APIs to carry out changes to a subscription.

What can be changed;

  1. Plan
  2. Plan Amount (Price Overriding needs to be enabled)
  3. Add-ons (Recurring only)
  4. Add-on Amount (Price Overriding needs to be enabled)
  5. Coupons
  6. Billing Cycles (to limit the number of renewals)
  7. Purchase order number
  8. And any custom fields.

These changes can be effective;

  • Immediately - You can choose to prorate or not.
  • On Next renewal - when the subscription will renew on the next billing date.
  • On specific Date - Specify the date when the renewal will take effect.

Solution

Web-interface.

Once you are logged in to the Chargebee web-interface, go to Subscriptions » Find & Open the specific Subscription(s) » Click the Change Subscription » Make Required Changes » Apply Changes » Change Subscription.

If you need to make changes to more than one subscription at a time you can use the Bulk Operations: Using a CSV import you can make changes to multiple subscriptions in one go. Click Here for more info on Bulk Operations.

APIs

If you are using a custom interface/automation You can use the Update a subscription API to make changes to the subscription if you have integrated with Chargebee via our APIs.

Customer Portal

Your customers can sign up for their portal account to make changes to their subscription and payment details on their own. As a merchant, you can control what changes can be carried out from the portal. Click Here for more on this.

Note:

  • Any existing scheduled change will be overridden if a new change is scheduled.
  • APIs carrying parameters for proration and unbilled charges will not work in the case of scheduled changes.

Related Articles 

What is the Jump to Section under Customer/Subscription details page?
Is it possible to add multiple customers to a single subscription
Unable to create a subscription: "Cannot create the subscription as there is no valid card on file". How do I proceed?
How to move a subscription from one customer to another?
Collect first payment at a later date for a new subscription
What happens when the number of billing cycle is 0?
How do I create/manage a subscription with users or licences ?
What's the difference between the subscription created, subscription activated and subscription started events?
How to change next billing for multiple subscriptions?
How to get a list of all subscriptions in the customer details page for Reseller type business- (above 20 subscriptions)?
How do I add or remove coupons in Subscriptions?
How can I delete a subscription in Chargebee?
How do I apply Coupons to subscriptions?
How to check the billing amount before an invoice is generated?
How to retrieve the next billing date of a subscription?
Can we have multiple subscriptions in Chargebee?
How do I change my subscription status from Non-Renewing to Active?
How to enable Proration Settings in Chargebee
How to apply coupon while creating a subscription?
Charge /Invoice one-time fee in Chargebee
Subscription Status as Active when payment failed on renewal
Changing the billing date to a different date
How to change the term end date for a specific subscription?
How to give my customers the credits for the unused period when there is a subscription change?
How to let my customer select a different plan during reactivation from the portal?
ChargeBee::InvalidRequestError "customer[company] : wrong value"
How to configure backdate subscription and invoices?
Prerequisites for Backdating Subscription actions
Generate a report that shows add-ons by customer/subscription
How do I set a Free Billing Period (manual free trial) for an existing Active subscription?
How can I apply multiple Manual discounts via API to an existing subscription?
How do coupons and taxes work on Chargebee’s checkout page?
Timezone for Subscription filters in Chargebee
Can we apply the setup cost while changing a subscription in PC 1.0 sites?
How to set termination fee for Contract terms?
Will a manual discount be shown in the response of the List Subscriptions API?
Is it possible to receive Apple App Store notifications on my server first and then pass them to Chargebee?
Is there any customer information shared while using App Stores?
What does this statement mean: "This customer has signed up but has not set up their Self-Serve Portal account."?‌
Error “Subscription is in contract so you cannot pause” while pausing the subscription
Unable to backdate subscription cancellation when a contract term is applied
Was this article helpful?
Loading…