Plan upgrade and downgrade

If you offer different levels of paid plans, then you will need to facilitate plan upgrade or downgrade. Before you make plan changes, make sure you have set the policies.

Set billing policies for cancellation and plan changes

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You can also set policies to control what happens when a customer cancels or changes their plan. The policies are for deciding if you charge or forgive unpaid usage of metered features, and if you refund or retain unused, paid subscription days.

By default, unpaid usage is forgiven and you don’t refund or credit for unused subscription days.

1. Go to Settings > Environment > Billing to set these policy defaults.
2. In the Policies section, choose the settings.
3. Select Save.

Ways you can change plans

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• Allow business customers to manage their plans via the self-serve portal if there’s a pricing table.
• Manually upgrade or downgrade via the Kinde UI (see below)
• Programmatically upgrade or downgrade via API

Upgrade a plan for an organization (B2B) or user (B2C)

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1. Open the organization or user record in Kinde.
   • Go to Organizations and locate the org.
   • Go to Users and locate the user.
2. Select Billing in the side menu. Details of the org’s or user’s plan are shown.
3. Select Change plan.
4. In the dialog that appears, select the new plan.
5. Select Save. The customer’s plan is now updated.

Depending on the billing policies you have set (above), this information will be synced to Stripe and an invoice credit or bill will be issued.