> ## 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>

## How to reactivate a contract with a past date

### Reactivating with a past date

1. Go to the client's profile and open **Products & Services**.
2. Scroll to **Quick Actions** and click **Reactivate Product**.

<Frame caption="Reactivate product">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-50.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=17deafeae7e664f64880c70b8d04967c" alt="Reactivate product" width="2794" height="564" data-path="images/image-50.png" />
</Frame>

3. In the window that appears, locate the **Renewal Date** and set it to your desired past date.

<Frame caption="Choose a past date">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-51.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=de6201fd5bb8e714e13233b3863251b1" alt="Choose a past date" width="1460" height="1470" data-path="images/image-51.png" />
</Frame>

4. Set the product price (if applicable) and click **Submit**.

### How far back can you backdate?

The backdated renewal date cannot be set earlier than one billing cycle before the current next due date. In practice, this means if a product **Lapsed** or was **Cancelled** in a given month, you can only backdate it to one month prior to that date.

**Example 1: Cancelled** - 27 July 2026 to 27 June 2026 (one month back).

<Frame caption="Cancelled contract product">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-52.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=0a6d6185dc249208b2f4cb3245d76a95" alt="Cancelled contract product" width="1780" height="1472" data-path="images/image-52.png" />
</Frame>

**Example 2: Lapsed** - 27 July 2026 to 27 May 2026 (one billing cycle back).

<Frame caption="Lapsed contract product">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-53.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=71e3f6036098415a208383980966f3e7" alt="Lapsed contract product" width="2214" height="1474" data-path="images/image-53.png" />
</Frame>

<Warning>
  The limit is based on when the contract was set to **Cancelled** or **Lapsed,** not the renewal date at the time of reactivation. If you receive an error, try selecting a date closer to the lapse or cancellation date.
</Warning>

### How billing works when backdating

When reactivating with a past date, the flow differs from a standard reactivation:

* A **recurring invoice** is issued from the calculated next invoice date at its full amount, not a pro-rata invoice.
* The **Activate for Free** and **Issue Next Recurring** options are not available in this flow.
* The reconciliation setting controls how billing is calculated when you backdate a reactivation.

This can be accessed from **Settings** > **Subscription Options** > **Contract Settings.**

<Frame caption="Settings > Subscription Options">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=52c56bf759b38c049e4f68ea74c6facd" alt="Settings > Subscription Options" data-og-width="2804" width="2804" data-og-height="1186" height="1186" data-path="images/image-54.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=280&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=cd613e6b0f45f3f59046fec9dfe88395 280w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=560&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=1b44333a05e8687a4e7278799739d12d 560w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=840&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=8602ac83b727858fcf7f93c31dde1634 840w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=1100&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=7a62fc7b55b1d87c9052736ae7d3e3c0 1100w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=1650&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=c8465f1d018c0694f28d132b7b72f3be 1650w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-54.png?w=2500&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=b7061c66949da07a0c265e5cfee4ecef 2500w" />
</Frame>

<Frame caption="Contract Settings > Reconciliation Strict Mode">
  <img src="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=8de155a1607a2df686319bf589636548" alt="Contract Settings > Reconciliation Strict Mode" data-og-width="2806" width="2806" data-og-height="502" height="502" data-path="images/image-55.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=280&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=5b71ba6352e63805a633fb1a6f331de9 280w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=560&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=27c57f46154bc7f307b7c6788a0a5acf 560w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=840&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=cfaaf4ac19858441440eb324d67b2ed7 840w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=1100&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=7586342d863002855368d4910dd2e7e4 1100w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=1650&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=bb180f7b19d90fb958b1da7849f72f3b 1650w, https://mintcdn.com/upmind/dx7iB-rJpV1QPp6x/images/image-55.png?w=2500&fit=max&auto=format&n=dx7iB-rJpV1QPp6x&q=85&s=0cacb6270903f7886ca6bc39e5e005a7 2500w" />
</Frame>

**Option 1** (default) - Billing is evaluated based on paid invoices in historical order. When backdating, the system works through the invoice history chronologically to determine what is owed from the backdated renewal date.

**Option 2 -** Billing is evaluated based on the calculated next due date at the invoice product level, starting from the last invoice. This means the system calculates forward from the most recent invoice rather than reviewing the full history.

For detailed examples of how each option behaves during cancellation and reactivation, refer to the [Subscription Cancellation Options guide](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/subscription-cancellation-options#contract-terms-strict-mode).


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