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Pelcro - How can I upgrade a subscription?
Pelcro - How can I upgrade a subscription?

Learn how to update subscriptions using Pelcro.

Updated over 4 months ago

How can I upgrade subscription?

You can't upgrade or downgrade a subscription on Pelcro's platform. Instead, you need to cancel the current subscription and then create a new subscription for your customer.

So you will need to:

  • On the customer list page, click on the desired customer

  • Click on the three dots "···" menu of the subscription, followed by "Cancel Subscription"

  • You'll be prompted to choose between cancelling the subscription immediately, or at the end of the subscription. Note that if you cancel a subscription immediately, and the associated plan supports refunds, your customer will be refunded the prorated amount for the period during which the subscription has not been used yet. The refund can either be processed to the source credit card, or alternatively reflected on the customer's balance

  • Choose the desired option, and click OK

  • Click on the "Add a new subscription" sign (green round button with a +)

  • Select the desired subscription plan and fill out the form

  • Next, you will then need to fill out the Payment Method. You can select different payment methods, such as Credit card payment, Offline payment, or to directly invoice the customer

  • Click in "Start Subscription"

Customers can also manage their subscriptions on your website logged area:

  • After login in, just click in "My account"

  • Select "Subscriptions" and choose among the active subscriptions

  • Then click on "New subscription" and select the best recurrency and plan

  • Click in "Cancel"

  • Then click on "New subscription" and select the best recurrency and plan

You can't upgrade or downgrade a subscription on Pelcro's platform. Instead, you need to cancel the current subscription and then create a new subscription for your customer.

So you will need to:

  • On the customer list page, click on the desired customer

  • Click on the three dots "···" menu of the subscription, followed by "Cancel Subscription"

  • You'll be prompted to choose between cancelling the subscription immediately, or at the end of the subscription. Note that if you cancel a subscription immediately, and the associated plan supports refunds, your customer will be refunded the prorated amount for the period during which the subscription has not been used yet. The refund can either be processed to the source credit card, or alternatively reflected on the customer's balance

  • Choose the desired option, and click OK

  • Click on the "Add a new subscription" sign (green round button with a +)

  • Select the desired subscription plan and fill out the form

  • Next, you will then need to fill out the Payment Method. You can select different payment methods, such as Credit card payment, Offline payment, or to directly invoice the customer

  • Click in "Start Subscription"

Customers can also manage their subscriptions on your website logged area:

  • After login in, just click in "My account"

  • Select "Subscriptions" and choose among the active subscriptions

  • Then click on "New subscription" and select the best recurrency and plan

  • Click in "Cancel"

  • Then click on "New subscription" and select the best recurrency and plan

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