Change pricing plan

Frank Koehl's Avatar

Frank Koehl

10 Sep, 2009 03:55 PM

On a related note, how do I change the pricing plan for a single customer? How does CG determine whether or not to charge them when the change occurs?

EDIT: This discussion is a bit outdated. See this KB article for more information about plan changes.

  1. Support Staff 1 Posted by Marc Guyer on 14 Sep, 2009 01:44 PM

    Marc Guyer's Avatar

    Frank -- Sorry for the delayed reply.

    If you update the customer (or the subscription only), you can change the plan. There are two considerations for how CG determines when the customer gets charged for the new plan:

    1. The setup charge is taken into consideration. There's a KB article on the subject: http://support.cheddargetter.com/faqs/pricing-plans/setup-charge.
    2. The new subscription inherits the start date of the previously subscribed plan's billing cycle. So, the customer is simply on the new plan when the next invoice bills.
  2. 2 Posted by Frank Koehl on 14 Sep, 2009 05:20 PM

    Frank Koehl's Avatar

    Thanks, Marc. That's what I needed.

  3. Support Staff 3 Posted by Marc Guyer on 14 Sep, 2009 05:28 PM

    Marc Guyer's Avatar

    No problem. Let me know if you have any concerns about this behavior. We had some long discussions on the subject. In summary, you can handle prorating using custom debits/credits.

  4. Marc Guyer closed this discussion on 14 Sep, 2009 05:28 PM.

  5. Frank Koehl re-opened this discussion on 18 Sep, 2009 04:04 PM

  6. 4 Posted by Frank Koehl on 18 Sep, 2009 04:04 PM

    Frank Koehl's Avatar

    Based on some more planning on my end, I actually think you guys are going in the right direction. Keeping the billing simple is best for everyone involved, cause there's no room to misunderstand. Since the process is simpler, it's easier to code, thus less chance for bugs and errors.

    Besides, if it works for 37 Signals, I think it can work for me.
    http://basecamphq.com/help/account/#refund_policy

  7. Support Staff 5 Posted by Marc Guyer on 18 Sep, 2009 09:30 PM

    Marc Guyer's Avatar

    You've got it. We can think of edge cases all day long but that doesn't create much value. Billing your customers doesn't have to be complicated.

  8. Marc Guyer closed this discussion on 18 Sep, 2009 09:30 PM.

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