Quote for subscription update

There are two ways to create a quote for subscription update:

• from the quotes page, click on new quote and select subscription update then select the customer and the subscription that needs to be updated.
• from the subscription details page, click on actions and select create update quote

Upon starting the update process, you will be presented with the familiar flow to assign a subscription, already pre-filled with the current subscription configuration.

The subscription configuration (contract, invoicing) and all phases, products and coupons can be edited. This allows full customization of the new version of the subscription.

Update subscription on quote signature

The subscription start date is set to quote signature and cannot be changed. It means that the new version of this subscription will only be applied once the quote is signed.

Schedule subscription update

To schedule a subscription update for a later date, keep the current phase unchanged, then add new phase(s) containing the updates. Finally, adjust the first phase’s end date to determine when the changes will take effect. Once the quote will be signed, the subscription will be unchanged until the first phase ends and transition to the new subscription.

When the subscription is configured, click on create quote update.

To ensure accuracy, Hyperline highlights all subscription changes, including added or removed products, price and quantity updates, and any phase modifications.

From now, the process is the same for a new quote:

• Configure owner, expiration date and required information to sign the quote
• Enter quote value and decide if it is displayed on the document
• Add a note for the customer and contract terms
• Add additional documents like the updated contract

On the Quote PDF, the new subscription configuration will be displayed.

Once the quote is saved, it will turn in the ready to send status. Review the quote configuration and decide to send it via email or generate a public link and send it by yourself. Note that by using the latter, the email reception and openings will not be tracked.

Once the quote has been sent, it will turn in the pending signature status. At this stage, the quote can be edited again ; note that it will turn in the draft status and the customer will not be able to access the link anymore until it is saved and live again by clicking on generate public link.

During this stage, the previous and future subscriptions can be accessed in the quote details page.

Once the quote is signed, the previous version of the subscription will be overridden by the new one and changes made will be automatically applied.

This update will generate a transition invoice containing the pro-rated changes based on the billing period and payment schedule of each product.

This invoice refunds unused amounts from the previous subscription and charges for the updated products based on the remaining billing period.

For example, a customer subscribed to a software plan for 50€ per month, billed on the 1st of each month. On March 15, they upgrade to a 80€ per month plan. Since they already already paid 50€ for the full month, Hyperline adjusts the billing:

• Refund for unused time on the old plan (March 15-31) → 25€ refund
• Charge for the remaining period on the new plan (March 15-31) → 40€ charge

The transition invoice results in a 15€ charge to cover the difference for the rest of March. Moving forward, they will pay 80€ per month starting April 1.