How to Modify a Subscription Contract

Upmind provides detailed control over subscription modifications through its admin interface without requiring client-side actions or support tickets. This guide shows admins and staff how to modify a client subscription. We show you how to:

1. Change subscription terms
2. Update subscription prices
3. Reactivate a subscription
4. Change to a new product

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Opening a client subscription page

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

4. Go through the list and click the client subscription you want to review or modify.
5. Scroll down on the Overview tab, and you will find several Quick Action buttons.

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Changing the subscription term

You can change the payment period (term) of the subscription on the Modify page.

1. Click the edit icon next to Term, or click the Modify Product button under Quick Actions.

2. The Modify page will be displayed.

3. Choose the Billing Term (Monthly/Annually/Biennially) and set the effective date for the Next Renewal.

4. If an invoice for renewal has already been created, Upmind will automatically credit the old invoice and generate a new one with the updated billing cycle.

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Changing subscription prices

To manually set the price on the client’s next invoice, you can follow these steps:

1. Click on the Price amount.
2. Enter an amount.
3. Click Apply.

4. For the existing term, if a client renewed monthly but switches to an annual plan at a lower average monthly price, Upmind recalculates the price as if they had been on the annual plan since the last renewal.

5. If you want to change the next renewal price, you can set the charge to free.

6. Moreover, you can also schedule the price change from Quick Actions. For more on Schedule Price Changes, follow this guide.

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Reactivating a product

You can change the status of a Lapsed or Cancelled Subscription to Active.

1. Scroll down to Quick Actions.
2. Click the Reactivate product button.

3. In the new window, set the conditions, including Renewal Date and Price.
4. Click Submit.

5. If you want to offer a discount on an existing raised invoice, you can go to the invoice and add a ‘credit’ against that invoice.

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Change to a new product

You can upgrade or downgrade to a new product and configuration.

1. On the Modify page, select the Change to New Product tab and then choose a new product.

2. You can choose new billing terms and the charge options.

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Apply pro-rata modifications without impacting existing invoices

1. Go to Settings > Order Options.

2. Under the Misc section, click Enable control over pro rata/modify crediting invoices. This controls whether crediting or refunding of invoices is disabled during pro-rata adjustments. When enabled, an additional parameter can be passed when pro-rating a product to suppress the automatic credit or refund on affected invoices.

3. Then, when you modify a product and click Preview changes, you will see the option Only apply these changes to future invoices.