# Task 9: Change orders

Task: Upgrade and downgrade the following subscriptions.

Docs: [Modify subscription items or settings](/docs/data-tables/manage-subscriptions#modify-subscription-items-or-settings).

## Upgrades and downgrades

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
- Once the page refreshes, scroll down past the upcoming invoice, and find the interim invoice that was issued in the timeline.
- Press the hyperlink to open the 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.
- Once the page refreshes, scroll down past the upcoming invoice, and find the interim invoice that was issued in the timeline, take note of the pro-rata credit amount owed to the customer (this should be a negative amount).
- On the right hand side of the page, find the box labeled **Invoices for this order**. Open the first paid invoice.
- 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
- Renewal policy: Retain
- Effective time: At next service period


## Change price or quantity

Change the price and quantity of the following subscriptions.

- 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.
- Renewal policy: Retain
- Effective time: At next service period


- 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.