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 selects the new plan from the pricing table. If any displayed plan offers annual pricing, they can turn on Pay annually to see and select yearly (or mixed yearly + monthly) prices — the same toggle used at sign-up. See How customers choose annual pricing.
• Manually upgrade or downgrade via the Kinde UI (see below). Choosing annual pricing when an admin assigns or changes a plan is not available in this flow yet.
• Overwrite the current agreement (subscription) by creating a new one via API

Self-serve Pay annually applies when moving to a different plan. Customers cannot switch monthly ↔ annual on their current plan from the portal plan selection screen.

Change a plan subscription for an organization (B2B) or user (B2C)

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1. Open the organization or user record in Kinde.
2. Go to Organizations and locate the org, or go to Users and locate the user.
3. Select Billing in the side menu. Details of the org’s or user’s plan are shown.
4. Select Change plan.
5. In the dialog that appears, select the new plan.
6. 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.

On the billing details page, the subscription card shows Plan and Next invoice in the same way as the customer portal (amount and date, including usage recorded so far when the plan has metered features). Agreement ID, Customer ID, and feature counts remain admin-only. See Billing and invoice cycles.