Subscription Upgrade

What this page is for

Subscription Upgrade moves a member from current plan to a target plan with effective date, fee/credit, entitlement change, invoice/payment handling, and audit trace.

Who should use it

Sales, front desk, manager, finance

Where to find it

/commerce/upgrade and profile subscription upgrade actions

Before you start

• Confirm the current subscription, target plan, effective date, upgrade fee or credit, tax impact, and customer agreement before applying.
• Upgrade form fields are Subscription, Target plan, Effective date, and Upgrade fee (INR).
• Upgrade comparison shows Current plan credit, New plan charge, Upgrade fee, Amount due now, Credit generated, and formula.
• Amount due now equals new plan charge minus unused current plan credit plus upgrade fee. If payable is zero and credit remains, the credit is stored instead of collected.
• Do not create a second active membership to simulate an upgrade. Use the upgrade workflow so reports do not double-count the member.
• Upgrade fee is usually in minor units when the field says minor. Review the displayed money value before collecting.
• Collect required payment through POS/transactions and verify invoice state after upgrade.

Daily workflow

• Open the member profile or Subscription Upgrade, compare current and target plans, and explain price/validity change to the member.
• Apply upgrade with correct effective date and fee/credit.
• If Amount due now is positive, collect through the invoice/payment flow before considering the upgrade complete.
• Review subscription state, invoice/payment rows, entitlement changes, and audit entry before closing the request.

Watch out

• Do not downgrade, extend, or compensate using upgrade unless the product policy says so. Use the correct lifecycle workflow for refunds, credits, freezes, or cancellations.

Related help

• Use the left menu to open related pages in Admin Settings.
• Use Ask Docs for questions that are already covered in this public documentation.