How can a customer’s subscription be changed if they already have an existing subscription?

If a customer needs to switch to a different payment plan, their existing subscription must be canceled before subscribing them to a new plan. Since a subscription is tied to a specific plan, modifying it requires setting up a new subscription under the preferred plan.

Steps to Change a Customer’s Plan:

1. Cancel the existing subscription
   • A customer cannot be subscribed to multiple plans simultaneously.
   • Follow the guide here: 📌 How to Cancel a Subscription to stop the current plan before proceeding.
2. Subscribe the customer to a new plan
   • After cancellation, add a new subscription under the desired plan.
   • Follow this guide: 📌 How to Create a Subscription for step-by-step instructions.

Important Notes:

• Effective Cancellation Date: If you want to ensure a seamless transition, align the cancellation of the old plan with the start date of the new one.
• Prorated Billing: If the customer is moving to a higher or lower-priced plan mid-cycle, consider whether to prorate the first invoice for the new subscription.
• Payment Method: If the customer’s payment details are already stored, the new subscription will use the same payment method unless updated.

By following these steps, you can smoothly transition a customer to a different payment plan while maintaining billing accuracy.