How To: Schedule a Subscription Change at Renewal

Edited

Subscriptions include an end date, allowing you to schedule upcoming changes in advance, whether renewing at the same price or upgrading to a new plan.

Scenario:

  • Start Date: Oct 3, 2025

  • Renewal Date: Nov 3, 2025

  • Term: 1 Month

  • Pricing: $3000/Month

On the Renewal Date of Nov 3, 2025, we will:

  • Upgrade their plan to include pricing for API Usage

  • Change the term to 3 months

1. Click "Actions" > "Change Subscription" > Fill in the applicable information > "Update"

  • Change Time: At Renewal or End of the period (We have a one-month contract in our example, so At Renewal = End of the period).

  • Reset Billing Anchor: Automatically resets when At Renewal or End of the period is selected. The anchor date itself doesn’t change, but a new term begins, so the system re-establishes the billing anchor for the upcoming cycle.

  • Proration: Charge proration amount in the next invoice (Bill them for the upgrades).

  • Term: How long the term will be upon the "Change Time".

  • Product Pricing: We added API Calls alongside our existing recurring pricing of $3000/month.

View the scheduled change for Nov 3, 2025.

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