How Do Downgrades Work - Billing Wise

[mlsto]

Hello,

Have a client who has a monthly account but downgraded to a lower yearly plan, the system downgraded them but no invoice was prepared, His invoice for the old plan is due in May, does that mean he will be charged the downgrade price in May and now be charged yearly?

I have "Queue Service Changes Until Paid" ticked, shouldn't he have paid the plan fee before the system downgraded him.

Thank you for any help on this.

[Blesta Addons]

1 hour ago, mlsto said:

Thanks for the answer but there is no way to change, when you go to Manage>Change there are no options to change the package in the same plan, you can only change to a different plan not the same plan you are on, unless I am getting something wrong.

Thank you

you should enable/check the option "Allow Clients to Change Service Terms" under Settings -> Billing/Payment -> Invoice and Charge Options

 

[Michael]

Correct when the next monthly invoice is due he will be billed the yearly plan for the year.

[mlsto]

Thanks Michael

Much appreciation

[mlsto]

Sorry for the come back but also notice that if you are in one plan and say monthly you cannot upgrade to say 3, 6 months or yearly in the same plan, you can only upgrade to the a plan not in that group.

Is this correct, what if someone wants to upgrade to a different price or months in that same plan, it has to be done manually?

Thanks in advance

[Blesta Addons]

7 hours ago, mlsto said:

Sorry for the come back but also notice that if you are in one plan and say monthly you cannot upgrade to say 3, 6 months or yearly in the same plan, you can only upgrade to the a plan not in that group.

Is this correct, what if someone wants to upgrade to a different price or months in that same plan, it has to be done manually?

Thanks in advance

this is not downgrade or upgrade, is term change , client can change term via service tabs

[mlsto]

Thanks for the answer but there is no way to change, when you go to Manage>Change there are no options to change the package in the same plan, you can only change to a different plan not the same plan you are on, unless I am getting something wrong.

Thank you

[mlsto]

10 hours ago, Blesta Addons said:

you should enable/check the option "Allow Clients to Change Service Terms" under Settings -> Billing/Payment -> Invoice and Charge Options

 

Worked perfectly, thank you very much BA