Upgrading or downgrading a Subscription will renew an existing, active Subscription with a different Subscription Item and Subscription Plan.

  1. Navigate to the Sales Orders tab.

  2. Click on the New button. The New Sales Order modal will open.


  3. In the Information section, in the Contact field, select the desired Contact that you would like to update the current subscription for.

  4. In the Posting Entity field select Receipt

  5. In the Schedule Type field select Simple Receipt.

  6. Click the Save button. You will be taken to the newly created Sales Order record.

  7. From the Sales Order record, click Related to access related lists.

  8. Locate the Sales Order Lines related list and click the New button. The New Sales Order Line modal will open.

  9. In the Information section in the Item field, select the desired Subscription Item that you would like to update the current subscription to.

  10. In the Subscription section, check the Is Renewal checkbox.

  11. In the Subscription (Upgrade/Renew) field, select the original subscription's Subscription ID. If you do not know the original Subscription ID number, you can find this on the Contact record's Subscriptions related list.

  12. Click Save. You will be taken to the newly created Sales Order Line record.

  13. In the Sales Order field, click the Sales Order ID hyperlink. You will be taken back to the Sales Order record.

  14. Select the Ready for Payment button.

  15. If the Posting Entity is set to Receipt, click the Process Payment button, and type the appropriate payment information accordingly. 

  16. The original subscription will now reflect a Status of Active and the new subscription will have a Status of Pending until the Current Term Start Date begins.