Creating and amending subscriptions in the Zuora Billing UI is only relevant for existing Subscribe and Amend customers who have not transitioned to Orders or Orders Harmonization. Any new customers will not see this UI.
Use amendments to make changes to an active subscription. You can use amendments to add products, update products, remove products, upgrade or downgrade products, renew subscriptions, and change a subscription's terms and conditions. You can use the Zuora user interface or the Zuora API to create amendments.
Where to Create Amendments
You can create amendments from three areas within Zuora Billing:
- Within a customer account (under Subscriptions & Amendments)
- On the amendments page
- From within a subscription
Creating an Amendment
The steps for creating an amendment are similar to the steps for creating a subscription: start by filling in the amendment information, then select the amendment type and perform the applicable action (update/add/remove), and finish by activating the amendment.
Amendments can be created in arrears or in advance. For example, you can create an amendment on the day the subscription begins (for example, 1/1/2011), but date the amendment in the future (2/1/2011) so that the fees go from $0 (free trial) to $100 (monthly recurring charge) on 2/1/2011.