Go to Customer app > View the customer account > Subscriptions > Click the eye icon on the subscription:
Click the 2 way arrow to change. You will be required to key in the new owner’s OrgUUID.
View the customer’s members who are assigned to the subscription.
Link the subscription with a premade contract created in Contract App.
- Upgrade: you need to pay the cost (from B3 to partners) for the pro-rated difference.
- For example:
- Your customer subscribed for an application Professional Plan:
- Cost (b3-partners) = $365/year
- Price (you, partner – your customers) = $370/year (configured in Product App)
- Active duration: from 16 Nov 2020 – 15 Nov 2021
- Fully paid
- On 16 Jun 2021, your customer wants to upgrade to Business Plan which has:
- Cost (b3-partners): $730/year.
- Price (partner-customers): $740/year
- => The prorated charge for Business Plan from 16 Jun 2021 to 15 Nov 2021 (6 months) is:
- Cost (b3-partners): $365
- Price (partner-customers): $370
- Your customer subscribed for an application Professional Plan:
- For example:
- Downgrade: you are not refunded for the difference.
- Increase: you need to pay for the pro-rated difference
- Decrease: you are not refunded for the difference
- Swap number (must be in the same SKU code): free of charge
- Add more number: you need to pay for the pro-rated difference
- Remove number: you are not refunded for the difference
- From yearly to monthly or monthly to yearly
- Cycle multiplier can be any number
- The change will be applied in the next renewal cycle
- If you unsubscribe a subscription, it will expire on the expiry date.
- You may want to refer to the difference between unsubscribing and terminating a subscription.
- Quick: extend to a multiple of a defined billing cycle, for ex. 2 months or 4 years.
- Absolute: extend to a exact date (at least 1 month).
See all records related to the chosen subscription:
End of life a subscription before it expires. This action CANNOT be reversed.
If you Allow Refund for your customers. The following refund policy will be applied:
- Within 14 days since the purchase date, the subscription is refunded fully
- After 14 days from the purchase date, the subscription fee for that month is not refunded. Example: Yearly subscription purchased on May 1.
- On May 2, the subscription is terminated, the full YEARLY subscription fee is refunded.
- On May 28 (more than 14 days after the activation date), the amount refunded is the subscription fee for 11 months (the fee for May is not refunded).
