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Upgrade/downgrade affect on recurring payments


DougF

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I'm presently testing WHMCS and would appreciate some help understanding how product upgrade/downgrades affect recurring payments.

 

1) I'm have the following understandings:

a) when an upgrade/downgrade takes place the client will be refunded the unused portion of the current billing cycle on the existing product/service, and then charged for the remainder of the new billing cycle at the new product/services price.

b) setup fees are not adjusted or refunded.

 

Is this correct?

 

2) When a product is upgraded/downgraded, is the old recurring payment adjusted to the new invoice amount or is a new recurring payment created to replace the previous payment?

 

3) Is the old recurring payment changed by the payment gateway?

 

4) How does the Paypal gateway handle changes to recurring payments?

 

Thanks,

Doug

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  • 5 weeks later...

This happened with me in April. You may want to plan on explaining to them how to renew their subscription, I had a lot who didn't 'get it'. I had to explain that while the system may say Paypal Subscription as their billing *preference* it doesn't mean they're automatically subscribed if they haven't done so. Paypal Subscriptions is a love/hate relationship ;) When everything stays the same it's nice and works, but throw a curve like a billing change -- or them canceling their hosting (but not the paypal subscription, so you need to) and it's not so nice.

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Just so I understand, if the customer upgrades/downgrades, you must cancel their current subscription. Must you do the refunding for the unused portion in PayPal as well? Does WHMCS then send a new invoice to start a new subscription for the upgrade/downgrade amount?

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