Update a Subscription

Example

A customer might want to update from a basic plan to an advanced plan that increases the frequency of your service, or they might want to decrease the number of users for a software product. You can update the Subscription for them in such cases, either immediately or at the end of the current billing cycle.

Update Subscriptions Immediately

When you update a Subscription immediately, you may have to perform the following:

• Charge the customer an extra amount
• Refund an amount to the customer

If the remaining amount for the original Subscription is the same as the amount to be charged for the updated Subscription, no charge or refund needs to be done.

Charge a Customer Extra

When upgrading a plan or increasing the number of users, you may have to charge a customer an extra amount. In such scenarios, Curlec creates an invoice and charges the customer the difference amount.

If the charge is successful, the invoice is sent to the customer only if Curlec handles the customer's notifications.

You will be notified via the subscription.updated webhook.

If the charge fails, the Subscription is not updated.

Refund Money to a Customer

When downgrading a plan or reducing the number of users, you might have to give the customer a refund. In such scenarios, Curlec refunds the amount to the customer.

You will be notified about this via the subscription.updated webhook.

Credit Note

A refund to a customer is done using a Credit Note. Credit notes are similar to add-ons and help you in reconciliation.

• Credit notes are not created against invoices. They are created against the total value of payments made by the customer. This means that only one credit note is created even if refunds have to be made against multiple invoices.
• You can view credit notes on the Dashboard against the respective Subscription.
• The credit notes are refunded automatically.

A credit note can have two states:

• created: The initial state of a credit note. A credit note stays in this state until a full refund is made to the customer.
• refunded: The final state of a refund. A credit note moves to this state once the refund is successfully processed.

Example Scenario - Same Billing Frequency

In the below examples, the Subscription is updated immediately, and there is no change in its billing cycle.

Example 1

In the below example, we reduce the plan amount but increase the quantity. This change is done on the 1st day the Subscription becomes active. The updates take effect immediately.

In this example, you neither have to charge the customer an extra amount nor give them a refund.

Example 2

In the below example, we reduce the plan amount but increase the quantity. This change is done on the 15th day after the Subscription becomes active. The updates take effect immediately.

In this example, you neither have to charge the customer an extra amount nor give them a refund.

Example 3

In the below example, we reduce the plan amount and the quantity. This change is done on the 6th day after the Subscription becomes active. The updates take effect immediately.

In this example, you have to refund the customer RM 600.00.

Example Scenario - Different Billing Frequency

In the below examples, the Subscription is updated immediately, and there is a change in the billing cycle.

Example 1

In the below example, we are increasing the plan amount, keeping the quantity same and reducing the billing frequency. This change is done on the 1st day the Subscription becomes active. The updates take effect immediately.

In this example, you neither have to charge the customer an extra amount nor give them a refund.

Example 2

In the below example, we are increasing the plan amount, keeping the quantity same and reducing the billing frequency. This change is done on the 245th day the Subscription becomes active. The updates take effect immediately.

In this example, you have to charge the customer an extra amount of RM 18,270.00.

Example 3

In the below example, let us increase the plan amount, quantity and the billing frequency. This change is done on the 27th day the Subscription becomes active. The updates take effect immediately.

In this example, you have to charge the customer an extra amount of RM 1,760.00.

Update Subscription at the End of the Current Billing Cycle

When you update a Subscription at the end of the current billing cycle, there is no need for any amount adjustment with the customer. The Subscription is updated with the new values when the current billing cycle ends.

Update a Subscription From Dashboard

To update a Subscription:

1. Log in to the

   Curlec Dashboard

   and click Subscriptions under PAYMENT PRODUCTS in the left menu.

2. Click the Subscription Id you want to update. The details of the Subscription appear in the right pane. You can update the Notify flag from this tab. If enabled, notifications are sent to the customers. If disabled, you need to update the customer.

3. Click Update to update any of the following parameters:

   • Plan
   • Quantity
   • Subscription Start Date
   • Total count
   • Apply changes
   • Offer applied on the Subscription

4. Select Immediately or End of Cycle to update the offer immediately or at the end of the current billing cycle.

   Handy Tips

   The new offer will be linked to the Subscription only at the end of the cycle. It is not possible to update an offer linked to a Subscription immediately.

5. Click Next. Review the changes are made and click Update.

Update a Subscription Using API

You can update a Subscription using

Cancel an Update

You can cancel an update pending on a Subscription from the Dashboard.

To cancel a Subscription update:

1. Log in to the

   Curlec Dashboard

   and click Subscriptions under PAYMENT PRODUCTS in the left menu.
2. Click the Subscription Id for which you want to cancel the update and click Cancel Update.
3. Click Yes, cancel.

Related Information

• Create and View Plans

• Create Subscriptions via Links

• Create Add-ons

• Charge a Card Manually

• Subscriptions Settings