> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Warning>
  To keep the same subscription service but modify its terms, see [How to Modify a Subscription Contract](/using-upmind/manage-client-services/how-to-modify-a-subscription-contract).
</Warning>

## 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.

<Frame caption="Click Subscriptions tab">
  <img src="https://mintcdn.com/upmind/c5sDUwEs8YpzGbjA/images/fb/9aaf2cd9a101f036.png?fit=max&auto=format&n=c5sDUwEs8YpzGbjA&q=85&s=dd54b513deafa3702567995c21b6ceff" alt="a-1.png" width="757" height="306" data-path="images/fb/9aaf2cd9a101f036.png" />
</Frame>

4. Scroll through the list and click the subscription contract you want to change.

5. Click the Modify product button under the QUICK ACTIONS heading.

<Frame caption="Click Modify product">
  <img src="https://mintcdn.com/upmind/JUoAg6onJmXk_-rR/images/fb/e40dafe241190895.png?fit=max&auto=format&n=JUoAg6onJmXk_-rR&q=85&s=6e7364669738df94af6005afe701ca96" alt="a-2.png" width="621" height="550" data-path="images/fb/e40dafe241190895.png" />
</Frame>

6. On the new window, click the Change to new product tile.

7. Click the field below the product name.

8. Select an option to upgrade or downgrade the current service level.

<Frame caption="Upgrade or downgrade">
  <img src="https://mintcdn.com/upmind/6knUVC8F1nK4E5CY/images/fb/c021370bcec3f4ed.png?fit=max&auto=format&n=6knUVC8F1nK4E5CY&q=85&s=6b4da50d519d35d585005234039e819e" alt="a-3a.png" width="1600" height="743" data-path="images/fb/c021370bcec3f4ed.png" />
</Frame>

## 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.

<Frame caption="Balance owed for upgrade">
  <img src="https://mintcdn.com/upmind/ZsIo0APxdVb_gFS-/images/fb/27eeeae915a10a22.png?fit=max&auto=format&n=ZsIo0APxdVb_gFS-&q=85&s=55a469e980e7289b54c878fa7c4be6d7" alt="a-4a.png" width="1604" height="758" data-path="images/fb/27eeeae915a10a22.png" />
</Frame>

## 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.

<Frame caption="Upmind calculates account credit">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7eebee6d8b9bfb88.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=a6c1f7f20a8dd7c8a0a53bfd3394dd29" alt="a-5a.png" width="1621" height="843" data-path="images/fb/7eebee6d8b9bfb88.png" />
</Frame>
