In a subscription business, your customers may change the details of their subscriptions. One of the most common changes is a subscriber who wants to increase or decrease the number of units in their subscription. For example, maybe the subscriber initially purchased a subscription to 5 user licenses, has fallen in love with your product, and now wants to add an additional 25 user licenses for his entire company to use. Or, perhaps a customer's organization has unfortunately faced downsizing and needs to decrease the number of units in its subscription.
With Zuora, it's very easy to manage these subscription lifecycle changes by using our amendment functionality. In this particular case of increasing or decreasing the number of units within a subscription, you will use the Update a Product amendment.
To increase or decrease the units within a subscription, you can use the Zuora UI to create an Update a Product amendment. Here are the steps involved:
- Log in to Zuora with your user name and password.
- In the left navigation pane, click Subscriptions.
- In the main section of the page, find the subscription for which you want to increase or decrease the units. Click on the View link for that subscription to bring up its details.
- On the resulting subscription detail page, click the green amendment button, located in the upper-right corner of the page.
- Enter an Amendment Name and an optional Change Description, and select
Update a Productas the Amendment Type.
- Click save.
- On the resulting page, select the product whose units you wish to update from the select product drop-down at the bottom of the page.
- After selecting the product, a new section appears on the page with a column for Original and a column for New. In the New column, click the link for the charge you wish to amend by increasing or decreasing its number of units.
- Then, update the Quantity field for that charge to reflect the new number of units for this subscriber. Be sure to click save after making your change.
- When you have made your change, scroll to the top of the page and click the Contract effective button. In the dialog that appears, enter the date (today or a date in the future) when you want this amendment to take place, then click save.
- (Only required if your organization uses service activation dates) At the top of the resulting page, click the Service activation button. In the dialog that appears, enter the same date that you entered in the previous step, and then click save.
- (Only required if your organization uses customer acceptance dates) At the top of the resulting page, click the Customer acceptance button. In the dialog that appears, enter the same date that you entered in the previous step, and then click save.
You have now successfully updated the product in a customer's subscription. You should now be on the detail page for the amendment you just completed, and the status of the amendment should be
As an alternative to using the Zuora UI, you can also use the Zuora APIs to increase or decrease the units in a subscription. To use the APIs, you will use the
amend() API call on an Amendment object with a Type of
UpdateProduct. See Updating a Product to read more details on using the Zuora APIs to perform this amendment.
Keep in mind, of course, that increasing or decreasing the units in a subscription is a billable event. After the amendment takes effect, the subscriber will start owing you more (for additional units) or less (for a decrease in units) money each billing period. Moreover, if the amendment takes place in the middle of a customer's billing cycle, a prorated charge (for additional units) or a prorated credit (for a decrease in units) will appear on the subscriber's next invoice.
- Subscription and Amendment Dates
- When creating subscriptions in Z-Billing, you are setting up the orders that your customers have placed. Generally, subscriptions refer to orders for products or services that have recurring charges (for example, flat fee per month, quarterly per unit charge, or usage-based charges such as the number of minutes used on a cell phone plan). Subscription charges can also include one-time charges (for example, an activation fee). Once a subscription has been created, you can make changes (amendments) to it, and you can also cancel it.
- Viewing a Subscription
- Each subscription contains important information about the order that a customer has placed, such as the charges for products or services. A subscription also includes the terms and conditions for when the charges are billed. When you view an individual subscription, you will see the following information.
- Creating Subscriptions
- You must first create your customer accounts before you can create your subscription. Once you have a customer account, you can create subscriptions for that account in three different ways. The easiest way to create a subscription is from the Customer Accounts page. You can also create a subscription from the Subscriptions page or from a product page.
- Specifying Basic Information for a Subscription
- When you create a subscription, you must enter basic information about the subscription. Some fields obtain initial values from your default subscription settings. Use the Define Default Subscription Settings page to configure the default subscription settings.
- Previewing a Subscription
- You can preview a subscription at any time (when the subscription is in draft, active, or canceled status) to see the invoice charges that will be generated by the subscription.
- Changing Subscriptions (Amendments)
- In Z-Billing, amendments are used to make changes to an active subscription. In Zuora, when you create an amendment you are actually creating a new version of the subscription. The subscription's information is copied to the new version, and the Subscriptions detail page lets you view all previous versions of the subscription.
- Automated Price Change (Uplift) for Renewed Subscriptions
- Z-Billing provides the ability to automatically change subscriber pricing when termed subscriptions renew. For example, you might want to increase prices on renewal by a fixed percentage to keep pace with inflation. Or you might change subscriber pricing to the latest catalog pricing during automatic renewals. Typically, this change is a price increase, and is referred to as an uplift.
- Invoice Subscriptions to Different Accounts (Owner Transfer Amendment)
- Using the Invoice Subscription to Different Accounts feature, you can configure a subscription in an account to be rated and billed by a billing run initiated from a different account. This is typically used to create a hierarchical billing situation for larger companies with many departments, divisions, or subsidiaries.
- Using Mass Order Entry to Create Subscriptions (Beginner)
- Add a Product (Amendment) (Beginner)
- Upgrade or Downgrade a Product (Amendment) (Beginner)
- Remove a Product (Amendment) (Beginner)
- Change a Subscription's Terms and Conditions (Amendment) (Beginner)
- Previewing Amendments (Beginner)
- Deleting Amendments (Beginner)
- Using Amendments (Intermediate)
- Using Mass Order Entry to Create Amendments (Intermediate)
- Creating Amendments (Intermediate)
- How do I set up concurrent annual subscriptions to always bill for the full amount? (Intermediate)
- How do I support evergreen subscriptions?
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I create an ad hoc charge or credit in Zuora?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I handle free trials in Zuora?
- How do I handle special subscription term lengths?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I stop billing a customer who discontinued their subscription?
- How do I undo a change made to a subscription (delete an amendment)?
- How do I use the automatic price increase (uplift) feature?