How to Add Upgrade/Downgrade Options for Products

The upgrade/downgrade feature lets clients easily switch between different packages with higher or lower prices based on their needs.

How to Configure Upgrades/Downgrades

To let clients upgrade or downgrade products through the client area, you need to specify which products are eligible. Follow the steps below to set up upgrade and downgrade options.

  1. Navigate to Product Catalogue and select the product you want to modify.

  2. Click on Upgrades/Downgrades > Manage.

  3. Add the products you want to include as upgrade or downgrade options.

How Clients Can Upgrade/Downgrade Their Product

  1. Log in to the client area and go to Products & Services.

  2. Select the product they want to modify.

  3. Click Upgrade/Downgrade and choose the desired product.

    Under Quick Actions, Click Upgrade/Downgrade

    Choose the Products

  4. Confirm the changes.

  • If upgrading, an invoice will be generated for the price difference.

  • If downgrading, no payment is required.