Subscription upgrade and downgrade methods

Customers will eventually want to change the plan they are on and you need a way to alter their subscription.

How to upgrade or downgrade a plan subscription

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• Set up the self-serve portal and allow customers to manage their own subscriptions. See self-serve portal for orgs and self-serve portal for users. In this scenario, the user will select the new plan from the pricing table.
• Manually upgrade or downgrade via the Kinde UI (see below)
• Overwrite the current agreement (subscription) by creating a new one via API

Change a plan subscription 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, this information will be synced to Stripe and an invoice credit or bill will be issued.