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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 subscriptions that are in a future state after generating future invoices or that have a quote for subscription update pending signature. You can still create additional update quotes in that state — all open update quotes are listed on the quotes tab of the subscription details page. For cancelled, voided, or archived subscriptions, only simple fields (contract value, estimated ARR, CRM opportunity ID, and shipping details display) can be updated.

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Global update

A subscription can be updated by clicking on update subscription in the subscription action dropdown. You will be presented with the following options:

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Simple update

When selecting this option, the subscription will be updated immediately, the billing intervals will be conserved and no pro-rated invoice will be generated.
This is recommended when updating product information or adding, removing or updating a product or coupon without impacting the current billing period.

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Advanced update

When selecting this option, you will enter a multi-step process to configure exactly when and how the update should be applied, as well as manage the transition invoice precisely:
1

Choose when to apply the update

Select when the subscription update should take effect:
  • Next renewal — The update is applied when the current billing cycle ends
  • At last renewal — The update is applied retroactively as of the start of the current billing cycle
  • Immediately — The update is applied right away
  • Scheduled date — The update is applied at a specific date in the future
2

Choose the update source

Decide how you want to configure the updated subscription:
  • Update current subscription — Modify the existing subscription configuration directly
  • Update to a template or a plan — Reset the subscription configuration using a pre-defined template or plan as a starting point, that can be further customized if needed
3

Configure transition options

Define how the billing cycle and invoicing should be handled during the transition:Billing cycle alignment
  • Keep current period — The subscription continues with its existing billing dates
  • Start new period — The subscription billing dates are reset to start a fresh cycle from the update date
Transition invoice
  • Waive transition invoice — No transition invoice will be issued
  • Issue transition invoice — A single transition invoice is issued to settle the current billing period before the update takes effect (netting the credit for the outgoing configuration and the charge for the new one)
  • Issue separate credit note and invoice — The current billing period’s invoice is refunded via a credit note, and a separate invoice is issued to reflect the updated subscription configuration. Available for updates At last renewal, and for Spanish invoicing entities on every schedule (see the note below)
The Issue transition invoice option is not available when the subscription has products billing in a future period (for example, after using generate future invoices). You can still proceed with the update by waiving the transition invoice.
Spanish invoicing entities: when the invoicing entity is registered in Spain (ES), Spanish invoicing rules do not allow a single netted transition invoice. Issue transition invoice is hidden and Issue separate credit note and invoice is the only way to issue a transition invoice, regardless of the effective date (At last renewal, Immediately, or Scheduled date). The current period’s invoice is cancelled with a credit note, and a new invoice is issued for the updated configuration.
At this step, you can preview both the transition invoice (settling the period before the update) and the following invoice (the first invoice after the update) to understand the financial impact before confirming.

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Scheduled updates

A subscription with a scheduled update cannot be updated until the scheduled update is applied or cancelled. However, you can manage the scheduled update through the subscription dropdown:
  • Revise update — Edit the scheduled update configuration
  • Cancel — Cancel the scheduled update entirely, allowing the subscription to be updated again

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Subscription versions

Previous subscription versions, as well as scheduled updates, can be accessed through the versions tab.

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Local update

If you do not wish to update the entire subscription at once, but rather just a single part, you can proceed with 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 to cancel 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 quantity change always applies immediately. Two settings control only how it is billed:
  • Payment schedule sets when billing happens (not when the change applies):
    • Immediately: a separate invoice (or credit note) is issued and charged right away.
    • Next invoice: the adjustment is added as a line on the next invoice.
  • Update method sets how the adjustment is computed:
    • Pro-rata: only the remaining or elapsed portion of the period.
    • Full price: the full period amount.
    • Do not charge / refund: apply the new quantity without any billing.
Whether the adjustment is a charge (positive line) or a credit (negative line), and whether a line appears at all, depends on whether the product is billed at the start of the period (in advance) or at the end of the period (in arrears). It also depends on the direction of the change (increase or decrease). See Subscriptions with start and end of period products.
With Full price, no adjustment line is produced for an end-of-period increase (the added quantity is billed at full price on the regular end-of-period invoice) or a start-of-period decrease (the removed quantity was already paid for the current period).
Do not charge / refund never bills the customer, but whether a line is recorded depends on the payment schedule:
  • Immediately: nothing is billed and no invoice is generated.
  • Next invoice: a zero-amount line is added to the next invoice to record the change (labelled as not invoiced for the period).
For worked billing examples of each case, see Connected seats billing calculation examples, which uses the same start and end of period, pro-rata, full, and no-charge logic.
This dialog always applies the change immediately. To apply a quantity change on a future date, use an Advanced update instead.

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Add product

Products can be added directly to a live subscription by clicking on add product. Products can 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.
When adding a coupon with a duration (e.g., 6 months) during a subscription update or transition, the coupon’s expiration date is automatically calculated from the transition date. This ensures the coupon applies for the correct duration starting from when the update takes effect.

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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.