Upgrading & Downgrading Contracts
- 19 Sep 2023
- 2 Minutes to read
- DarkLight
Upgrading & Downgrading Contracts
- Updated on 19 Sep 2023
- 2 Minutes to read
- DarkLight
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You can upgrade or downgrade any customer contract in Nexudus. You can even schedule the upgrades/downgrades to have a customer's current contract cancel and switch to their new contract seamlessly on an agreed date.
Automated Upgrades & Downgrades
Use this option to easily switch a customer's plan on their contract's next invoice date.
For example, a customer wants to upgrade to a private office plan, starting next month. You can schedule their plan change and have them automatically switch to the private office plan on their next invoice date.
You cannot use automated plan changes if the customer's contract has a custom price.
For example, if your plan is priced at $1000 and the customer's contract for that plan is priced at $900, you must manually schedule the change.
Log in to dashboard.nexudus.com if you aren't already.
Click on the relevant customer.
Click Sales > Contracts.
Click on the contract you want to edit.
Select the plan you want the customer to have on their next invoice date in the Next plan drop-down list.
Leaving this field blank will automatically cancel the current contract on its next invoice date.
We don't recommend canceling contracts this way. For more information, check out canceling Contracts.
Click the Save Changes button.
All set! The customer will switch over to the selected plan on their contract's next invoice date.
What about plan deposits?
The customer's initial plan deposits won't be refunded as their previous contract is cancelled because they have another contract lined up that hasn't been cancelled yet.
As long as the customer has at least one current or a contract scheduled to start at a later date, no refundable deposit will be credited.
Manual Upgrades & Downgrades
Use this method if the customer's current contract includes a plan with a custom price or if you want to upgrade/downgrade the customer before their next invoice date.
Log in to dashboard.nexudus.com if you aren't already.
Click on the relevant customer.
Click Sales > Contracts.
Click on the contract you want to cancel.
Click on the Cancellation tab.
Define the contract's Cancellation date.
Enable the Adjust the last invoice based on how many days are between the next invoice date and the cancellation date toggle if you want to prorate the customer's last invoice for this plan.
Click the Save Changes button.
Click on the three dots icon next to the plan you've just cancelled.
Select Create new term in the pop up menu.
Click Yes to confirm your action.
A new inactive contract pops up.
Click on the new contract.
Select the new plan in the Next plan drop-down list.
Edit the Key dates as needed.
Enable the Adjust the next invoice based on how many days are left in the current billing period toggle if you want to prorate the customer's next invoice.
Click the Save Changes button.
What about plan deposits?
The customer's initial plan deposits won't be refunded as their previous contract is cancelled because they have another contract lined up that hasn't been cancelled yet.
As long as the customer has at least one current or a contract scheduled to start at a later date, no refundable deposit will be credited.
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