Plan upgrade and downgrade policies

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.

These policies apply to recurring subscription charges and metered features. Active one-time purchases belong to the current billing agreement and are always forfeited without a refund when a customer changes plan or cancels, regardless of these policy settings.