Task: Upgrade and downgrade the following orders that contain subscription items.
Docs: Modify subscription items or settings.
First, upgrade the order:
- Customer name: Sherry Emery
- Change plan from the Basic plan to the Pro plan
- Renewal policy: Retain
- Effective time: Select today's date
- Has proration: Select the checkbox.
Then, issue the interim invoice and collect payment:
- In the order details menu, press Issue interim invoice.
- You are redirected to the newly issued interim invoice.
- Press Pay invoice.
- Collect payment using the payment instrument on file.
First, downgrade the order:
- Customer name: Dale Moore
- Change plan from the Pro plan to the Basic plan.
- Renewal policy: Retain
- Effective time: Select today's date
- Has proration: Check the box
Then, issue the interim invoice and issue a refund:
- In the order details menu, press Issue interim invoice.
- You are redirected to the newly issued interim invoice. Take note of the pro-rata credit amount owed to the customer. This value is a negative amount.
- Press Refund.
- Issue a partial refund on the software item for the pro-rata credit owed to the customer. Press Refund.
- Customer name: Jarvis Wooten
- Downgrade from the Pro plan to the Basic plan
- Effective date: At the next service period. The change is scheduled for the next renewal, and the current items stay until then. The renewal policy and proration settings do not apply.
Change the price and quantity of the following orders that contain subscription items.
- Customer name: Bill Paddington
- Change the price of the Pro plan from $200 to $150.
- Change the quantity of the Pro plan from 1 to 2.
- Effective date: At the next service period. The change is scheduled for the next renewal, and the current items stay until then. The renewal policy and proration settings do not apply.
Customer name: Patti Mazola
Change the price of the Basic plan from $50 to $60.
Change the quantity of the Basic plan from 1 to 3.
Renewal policy: Retain
Effective time:
- Specific date: Choose today's date.
- Has proration: Select the checkbox.
Do not issue an interim invoice, the pro-rata adjustment will be collected at the next renewal.