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Upgrade or downgrade products

Zuora

Upgrade or downgrade products

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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.

Overview

To upgrade or downgrade a product, you must create a Remove Product amendment and then an Add Product amendment. Follow these steps for each product you want to upgrade or downgrade.

Using the User Interface to Upgrade a Product

  1. First, Remove a Product using the user interface.
  2. Once the product is removed, follow the Add a Product. Use the same dates as the Remove Product amendment, which makes the new product effective the day that the old product is removed.

Using the SOAP API to Upgrade a Product

See Removing a Product in the SOAP API Developer's Guide, and follow the instructions based on your WSDL version. 

When the Remove Product amendment is successful, follow the Adding a Product instructions using the date used in the Remove Product amendment.

Using the User Interface to Downgrade a Product

To downgrade a product, you must create a Remove Product amendment, then an Add Product amendment. Use the following steps for each product you want to downgrade.
  1. First, follow the instructions for removing a product using the Zuora UI.
    • If you do not want a proration credit for the downgrade, make the Remove Product amendment effective on the first day of the next Invoice period or next term.
  2. Once the product is removed, follow the instructions for adding a product using the Zuora UI. Use the same dates as the Remove Product amendment, which makes the new product effective the day the old product is removed.

Using the SOAP API to Downgrade a Product

See Removing a Product  and follow the instructions based on your WSDL version. 

You must set the ContractEffectiveDate and EffectiveDate fields (and also the ServiceActivationDate and CustomerAcceptanceDate fields if enabled) to the correct date to ensure there are no refunds, credits or prorations.

Set the contract effective, effective, service activation and customer acceptance dates to the date you want the cancellation or downgrade to take effect.

  • To insure no proration, this should be the first day of the next invoice period or the first day of the next term, depending on if you want to downgrade at the end of the last invoice period or end of term.
  • For example, If the current invoice period for the product extends from 10/01/2011-10/31/2011 and the next invoice period for this product begins on 11/01/2001, set the contract effective date to 11/01/2001.       

When the Remove Product amendment is successful, follow the steps for Adding a Product, using the date used in the Remove Product amendment.

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