> ## 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 Modify a Subscription Contract

> Adjust subscription terms, pricing, and reactivate products.

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

<Warning>
  We show you how to cancel a [client subscription](https://features.upmind.com/en/help/articles/6008399) in a different article.
</Warning>

## 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

<Frame caption="Products & Services > Subscriptions">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=c073fd1ddf160053af2bc480c6d5accf" alt="Products & Services > Subscriptions" title="Image" className="mx-auto" style={{ width:"40%" }} data-og-width="556" width="556" data-og-height="780" height="780" data-path="images/image-1.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=280&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=652fdb8ca3d169493dd80cb41d9a9f2f 280w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=560&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=b1632637ceb99423d35aae825f14ffe3 560w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=840&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=f9cc54bbe71141f60535acdbddb3bc50 840w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=1100&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=dbed92fd1143b13c07fcf8ea9d83500f 1100w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=1650&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=b30238bf8d2499ce3a50215baad61207 1650w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-1.png?w=2500&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=2ad5abab34529a941f0d2c11aa1ce59f 2500w" />
</Frame>

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.

<Frame caption="Quick Actions">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-2.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=52d550b1855d9c8bbc24030e37c707e3" alt="Quick Actions" width="1732" height="1232" data-path="images/image-2.png" />
</Frame>

## 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`.

<Frame caption="Term edit icon">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-3.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=435df9745a2f9d515071a3eb35692930" alt="Term edit icon" title="Image" className="mx-auto" width="1598" height="1028" data-path="images/image-3.png" />
</Frame>

2. The **Modify** page will be displayed.

<Frame caption="Modify page">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-4.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=0332198266c2541e1c00ced8a685a786" alt="Modify page" title="Image" className="mx-auto" width="1580" height="1136" data-path="images/image-4.png" />
</Frame>

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

<Frame caption="Set billing terms and next renewal date">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-5.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=0398647dca58940a952ee760a0123833" alt="Set billing terms and next renewal date" width="1556" height="488" data-path="images/image-5.png" />
</Frame>

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.

<Frame caption="Renewal invoice">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-11.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=f60e5f8e25933bf85c6def5b6400c22c" alt="Renewal invoice" width="1572" height="804" data-path="images/image-11.png" />
</Frame>

<Frame caption="New invoice created">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-13.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=27e628e21c35401f54c65aff94f70447" alt="New invoice created" width="1586" height="1372" data-path="images/image-13.png" />
</Frame>

## 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**.

<Frame caption="Enter a price">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-6.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=b90ec211e8cb951beb8bccbda108768c" alt="Enter a price" width="1552" height="1444" data-path="images/image-6.png" />
</Frame>

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.

<Frame caption="Average lower monthly price">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-7.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=494a957555f8ef5deb5913046a6f6ba6" alt="Average lower monthly price" width="1524" height="592" data-path="images/image-7.png" />
</Frame>

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

<Frame caption="Free of charge">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-8.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=8684dc33c804eff15ea342b776ed1693" alt="Free of charge" width="1566" height="590" data-path="images/image-8.png" />
</Frame>

6. Moreover, you can also schedule the price change from `Quick Actions`. For more on **Schedule Price Changes**, follow this [guide](/using-upmind/invoicing-and-taxes/schedule-price-changes-for-contract-products#/).

<Frame caption="Schedule price change action">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-9.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=6ec5919e3d41a398be62d9bb1107021f" alt="Schedule price change action" width="1578" height="320" data-path="images/image-9.png" />
</Frame>

<Frame caption="Schedule price change">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-10.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=529eabb2f234864164b6d8c17bdeb91c" alt="Schedule price change" title="Image" width="1584" height="1648" data-path="images/image-10.png" />
</Frame>

## 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.

<Frame caption="Reactivate product">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-14.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=87ef2cd1096b08f88941dcff0c7ec8c5" alt="Reactivate product" width="1572" height="364" data-path="images/image-14.png" />
</Frame>

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

<Frame caption="Select renewal date and price">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-15.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=fc871a4ec6c772836f030285502ef01a" alt="Select renewal date and price" width="1574" height="822" data-path="images/image-15.png" />
</Frame>

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.

<Frame caption="Credit invoice">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-16.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=cf77d251f4ff6159b2046a659a97e361" alt="Credit invoice" width="1568" height="638" data-path="images/image-16.png" />
</Frame>

<Frame caption="Credit amount">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-17.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=b5a168286a9cb892ff44f526ecc85677" alt="Credit amount" width="1574" height="1648" data-path="images/image-17.png" />
</Frame>

## 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.

<Frame caption="Change to new product">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-18.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=3d48828eacfb6df6723f4837644f4441" alt="Change to new product" width="1594" height="1646" data-path="images/image-18.png" />
</Frame>

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

<Frame caption="Choose billing terms and charge options">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-19.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=bd5c3aa5790930718d8cb72168281ddf" alt="Choose billing terms and charge options" width="1584" height="1642" data-path="images/image-19.png" />
</Frame>

## Apply pro-rata modifications without impacting existing invoices

1. Go to **Settings** > **Order Options**.

<Frame caption="Settings > Order Options">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=16545e5a1987973254c0e77d3a3839c5" alt="Settings > Order Options" data-og-width="2884" width="2884" data-og-height="1302" height="1302" data-path="images/image-20.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=280&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=20ef6af8f88049fc74eb9acebac1c17e 280w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=560&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=70ba4596dead82b7d0e266bff81da82d 560w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=840&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=86dd13612de3d9bd6c280989cf7b33ea 840w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=1100&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=6c60fb109e2077f25d007f76e7a50ddd 1100w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=1650&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=988bc0fad8fcfaa97b328ea6dfa54bc8 1650w, https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-20.png?w=2500&fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=821236df17d2dba1edc00ea870b1ca76 2500w" />
</Frame>

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.

<Frame caption="Enable control over pro rata/modify crediting invoices">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-21.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=18e66e0c9d8bb0dae0eb7b354e5169ae" alt="Enable control over pro rata/modify crediting invoices" width="1494" height="166" data-path="images/image-21.png" />
</Frame>

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

<Frame caption="Only apply these changes to future invoices">
  <img src="https://mintcdn.com/upmind/X-eG-dK_VuTsy-T9/images/image-22.png?fit=max&auto=format&n=X-eG-dK_VuTsy-T9&q=85&s=40965fdacc6357fd39d05bc264ab476a" alt="Only apply these changes to future invoices" width="2796" height="1282" data-path="images/image-22.png" />
</Frame>
