Credit account and upgrade product?

[HostT]

Hey guys so each time one of my techs have done this i have had issues one way or another and had to manually add funds or what not. Just looking to see if there is a specific way i should have them do this:

 

Client has two shared hosting accounts with separate domains. Each was paid for like 3 months in advance, so i need to credit his account with a prorated refund from both accounts.

 

I then want to set up a custom priced VPS that he is being upgraded to.

 

Basically i have a shared hosting customer who is combining two shared hosting accounts onto one VPS.

 

 

So i guess my first question is, how do i cancel an account and have it credit the users account with the prorated amount that is owed to that client? *i want to do this with one account , and then just upgrade the other account to the VPS.

 

Now on the second account, when i go to Upgrade/Downgrade and i switch it to my VPS plan, it shows me this:

Days Left on Current Cycle: 83 / 90

Upgrade Total Due: $116.23

 

The client originally signed up with a Quarterly plan for shared hosting, does that mean that it is going to upgrade the clients account for the Quarterly payment plan they originally signed up for but with the VPS pricing? Because they want to move to monthly pricing option.

 

I guess if i can just figure out how to cancel both accounts and credit the account with prorated amount from each product i can then just create a new order for the VPS and dont have to worry about "upgrading/downgrading" as it seems to only work with the payment terms originally specified.

 

What do you guys think? Any insight would be appreciated! Thanks!