Subscriptions can be edited from the subscription details page.
There are two types of updates:
  • Global update where you can update the whole subscription directly
  • Local update where you can update a single part of the subscription (product price, contract configuration…)
Updating a subscription is not available for subscription that are in a future state after generating future invoices or that are pending an update with a quote.

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Global update

Subscription can be updated by clicking on update subscription in the subscription action dropdown. This will re-open a form where every setting of the subscription will be editable, allowing complete customisation of every setting at once.
Once a subscription is live, contract configuration cannot be edited from this page. Go to subscription details > contract section > update.

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Add new phase

In order to keep track of changes, major subscription updates should be done through the creation of a new phase. In order to decide when the new phase will start, you can edit the end date of the previous phase.
For currently active subscriptions or phases, creating a new phase is mandatory in order to make amends on the current configuration. The subscription update configuration works exactly like in the subscription basic setup.

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Local update

If you do not wish to update all the subscription at once, but rather just a single part, you can proceed to a local update.

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Duration

The subscription or phase end date can be edited to end at a later or closer date with the following options:
  • Forever
  • After a custom relative duration
  • At a specific date
The end of the phase or subscription cannot be set before the end of the current billing period of its products. In order to do that, you need tocancel the subscription.
If the subscription has not started yet, the start date can be edited too.

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Products

Products that currently belong to a subscription can have their price and quantity edited, and they can be added or removed freely.

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Update product price

Prices can be edited immediately by clicking on the product ... then update price. Their price will be updated immediately, with an impact on the next invoice.

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Update product quantity

Quantity can be edited (except for usage-based and connected seats) by clicking on the product ... then update quantity. The update can be scheduled immediately or on the next invoice, and charged/refunded at a pro-rata, for full price or with no charge/refund.

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Add product

Products can be added directly to a live subscription by clicking on add product. Product will be able to be added with an existing price configuration or manually configured. They will be added immediately to the subscription, and can be charged full price, pro-rata or not charged, immediately or on the next invoice.

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Remove product

Products can be removed from the subscription immediately by clicking on the product ... then remove product. Depending on the product balance, they can be charged or refunded, at a pro-rata or full price or without payment, immediately or with the next invoice.

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Coupons

Coupons can be added or removed freely from the subscription, with immediate effect.

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Add coupon

Coupons can be added directly to a live subscription by clicking on add coupon. You will then be able to configure the coupon name, application, discount type and products to which it is applied.

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Remove coupon

Coupons can be removed from the subscription immediately by clicking on the coupon ... then remove coupon.

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Contract

Contract can be attached, edited or removed from the subscription at any time.

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Invoicing

Invoicing configuration such as the purchase order displayed on every invoice, draft invoices generation and document type can be edited at any time, with an impact on the invoices emitted after the update.