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In the detail page of a subscription record, a billing admin can do a plan upgrade, or downgrade for a user. Click the “Change Plan” button and select the plan which your end user wants to use.
  • Subscription upgrade: The system will calculate the upgrade fee (prorated) and send an invoice to the user. After successful payment, the user will upgrade immediately. Example - Subscription Upgrade:
    • Customer has a Basic Plan ($49/month) with billing cycle from January 1st to January 31st (31 days total)
    • On January 16th (mid-cycle, 15 days remaining), customer requests upgrade to Pro Plan ($99/month)
    • Prorated Calculation:
      • Plan difference: 99−99 - 49 = $50/month
      • Daily rate: 50÷31days=50 ÷ 31 days = 1.61/day
      • Remaining days: 15 days
      • Upgrade fee: 1.61×15=1.61 × 15 = 24.15
    • System generates invoice for $24.15
    • After customer pays, Pro Plan features are immediately activated
    • Next billing cycle (starting February 1st): Customer will be charged the full $99/month for Pro Plan
  • Subscription downgrade: UniBee supports two downgrade modes. The behavior depends on your subscription configuration settings. 1. Non-Immediate Downgrade (Default): By default, downgrades take effect at the end of the current billing cycle. This ensures customers receive the full value of their current subscription period, even if they pay the downgrade invoice early.
    • The invoice and payment confirmation email will display the effective date when the downgrade will take effect.
    • Customers can view this information in the invoice PDF as well.
    Example - Non-Immediate Downgrade:
    • Customer has a Monthly Pro Plan ($99/month) with billing cycle from January 1st to January 31st (30 days total)
    • On January 28th (3 days before cycle end), customer requests downgrade to Basic Plan ($49/month)
    • System generates a downgrade invoice for Basic Plan, effective from February 1st
    • Invoice shows: “Effective from February 1, 2025” in both the invoice and payment confirmation email
    • Customer pays the invoice immediately on January 28th
    • Result:
      • Customer continues using Pro Plan features until January 31st
      • On February 1st, subscription automatically switches to Basic Plan
      • This ensures customer receives full value from the $99 already paid for January
      • Customer doesn’t lose the remaining 3 days of Pro Plan access they’ve already paid for
    2. Immediate Downgrade: When “Enable Immediate Downgrade” is enabled in subscription configuration, downgrades take effect immediately after payment, without waiting for the billing cycle to end. Example - Immediate Downgrade:
    • Customer has a Monthly Pro Plan ($99/month) with billing cycle from January 1st to January 31st
    • On January 15th (mid-cycle, 16 days remaining), customer requests downgrade to Basic Plan ($49/month)
    • System generates a downgrade invoice for Basic Plan
    • Customer pays the invoice immediately on January 15th
    • Result:
      • Customer immediately loses access to Pro Plan features upon payment
      • Subscription switches to Basic Plan right away on January 15th
      • The remaining 16 days of Pro Plan access are forfeited
      • Customer will be charged $49/month starting from the next billing cycle (February 1st)
How to change subscription downgrade behavior

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End a subscription plan

Click the “End Subscription” button to see a “Terminate Subscription” pop-up window. You can choose between terminating the subscription right now or when the current subscription cycle ends.
  • Change with immediately: the subscription status will turn to cancelled
  • CHange with end of this cycle (CancelAtPeriodEnd): When CancelAtPeriodEnd is set, the subscription status remains active until the end of the current billing cycle, after which it will be marked as cancelled.