How can I up- or downgrade a contract?

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If you want to upgrade or downgrade a contract, go to the contract details of the customer concerned via the Customers tab by clicking the contract ID.

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In the contract details press "Perform Action" and select "Up-/Downgrade" in the drop-down menu. 

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In the Upgrade/Downgrade menu, select the new plan, the plan variant, and the change date.

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As standard change date we use the current date and the time of the current contract phase. 

If you want the contract to continue to run seamlessly without restarting the contract terms and cancellation periods as a result of the upgrade at the time of the change, check the "Inherited start date" box.

If you want to bill metered usage components that have already been posted but not yet billed directly with the up/downgrade, select the checkbox "Trigger interim billing for metered usage.

If you activate the checkbox "Require payment", the up-downgrade automatically fails if the invoice amount cannot be collected.

In addition to that, you can administer components and discounts via the Up-/Downgrade menu: 

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Existing components and discounts can be canceled and new ones can be added. The changes are always applied at the change date of the order. 

Finally, you have the option to add rated items to be billed with the order and explicitly choose a customer notification to be sent upon completion of the order:

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If you click "next" you are forwarded to an order preview page, where you can see the invoice resulting from the up/-downgrade as well as the date and total of the next recurring invoice:

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If the result does not match your expectations you can press "Back" to further adjust the order, by pressing "Apply" the order is finalized.

You can now see the current and future contract in the contact details. Via the "Contract Changes" tab you can review the orders performed in the contract:

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