* How to Change a Subscription Service Level

Upgrade or downgrade a subscription

Admins and store staff can modify a client's subscription by upgrading or downgrading the service level. Typically, you would use this feature when a client wants to scale up or scale down the scope of services in response to changes in their business.

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To keep the same subscription service but modify its terms, see How to Modify a Subscription Contract.

Opening a client subscription page

The first step is to open the client's subscription page.

  1. Log in to Upmind.
  2. Click Products & Services on the left menu.
  3. Make sure the Subscriptions menu tab is selected.
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Click Subscriptions tab

  1. Scroll through the list and click the subscription contract you want to change.
  2. Click the Modify product button under the QUICK ACTIONS heading.
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Click Modify product

  1. On the new window, click the Change to new product tile.
  2. Click the field below the product name.
  3. Select an option to upgrade or downgrade the current service level.
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Upgrade or downgrade

Upgrades and invoice changes

Upmind automatically calculates the balance owed, if applicable, when you upgrade a subscription service. You can choose to send an invoice or apply changes for free.

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Balance owed for upgrade

Downgrades and invoice changes

Upmind automatically calculates an account credit, if applicable, when you downgrade a subscription service. You can choose to issue a refund, add funds to the client's account, or do nothing.

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Upmind calculates account credit