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When to Credit or Charge for Plan Changes, Upgrades, or Downgrades

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Last updated on Aug 27, 2026

The credit or charge a Plan change, upgrade, or downgrade produces depends on the Plan and Product parameters involved. The tables below cover every combination.

For the full procedures, see Change a Subscription's Plan and Upgrade or Downgrade a Subscription.

For Plan changes

A non-prorated Plan change never credits or charges the Subscription in the current period, regardless of Plan or Product parameters:

Plan Parameters	Product Parameters	Credit Original Plan in Current Period?	Charge New Plan in Current Period?	Credit Original Product in Current Period?	Recharge Product in Current Period?
New Plan, Same Family	Product has its own Billing Interval	No	No	No	No
New Plan, Same Family	Product uses Plan's Billing Interval	No	No	No	No
New Plan, Different Family	Product has its own Billing Interval	No	No	No	No
New Plan, Different Family	Product uses Plan's Billing Interval	No	No	No	No
Same Plan, New Price Point	Product has its own Billing Interval	No	No	No	No
Same Plan, New Price Point	Product uses Plan's Billing Interval	No	No	No	No

For Upgrade migrations

An upgrade always credits the original Plan and charges the new one; whether the Product itself is also credited and recharged depends on its billing interval and Product Family:

Plan Parameters	Product Parameters	Credit Original Plan in Current Period?	Charge New Plan in Current Period?	Credit Original Product in Current Period?	Recharge Product in Current Period?
New Plan, Same Family	Product has its own Billing Interval	Yes	Yes	No	No
New Plan, Same Family	Product uses Plan's Billing Interval	Yes	Yes	Yes	Yes
New Plan, Different Family	Product has its own Billing Interval	Yes	Yes	No	No
New Plan, Different Family	Product uses Plan's Billing Interval	Yes	Yes	Yes	No
Same Plan, New Price Point	Product has its own Billing Interval	Yes	Yes	No	No
Same Plan, New Price Point	Product uses Plan's Billing Interval	Yes	Yes	Yes	Yes

For Downgrade migrations

The same pattern applies to a downgrade: the original Plan is always credited and the new one always charged, with the Product-level credit and recharge again depending on its billing interval and Product Family:

Plan Parameters	Product Parameters	Credit Original Plan in Current Period?	Charge New Plan in Current Period?	Credit Original Product in Current Period?	Recharge Product in Current Period?
New Plan, Same Family	Product has its own Billing Interval	Yes	Yes	No	No
New Plan, Same Family	Product uses Plan's Billing Interval	Yes	Yes	Yes	Yes
New Plan, Different Family	Product has its own Billing Interval	Yes	Yes	No	No
New Plan, Different Family	Product uses Plan's Billing Interval	Yes	Yes	Yes	No
Same Plan, New Price Point	Product has its own Billing Interval	Yes	Yes	No	No
Same Plan, New Price Point	Product uses Plan's Billing Interval	Yes	Yes	Yes	Yes

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