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Downgrading a subscription as a merchant

1

Go to Sales > Subscriptions

In the Polar dashboard sidebar, navigate to Sales > Subscriptions for your organization. You can also go directly to:
https://polar.sh/dashboard/${org_slug}/sales/subscriptions
2

Select the subscription to be downgraded

Click on the subscription you want to downgrade. The subscription details page opens up as shown below. Click on Update Subscription.
3

Choose the plan and the proration behavior

Select the New product (plan to downgrade to) and the Proration behavior from the dropdown menu.
Regardless of the option, the subscription is downgraded immediately, only the invoicing happens according to the selected Proration behaior.
There are two types of proration:
  • Next invoice: The customer is charged (or credited) in the upcoming invoice for the difference.
  • Invoice immediately: The customer is charged (or credited) right away for the difference.
Then, click on Update Subscription.
4

Successful downgrade!

The subscription is successfully downgraded to Basic version.
Note that merchants can disable customer-level upgrades or downgrades in the portal by toggling OFF Allow price change setting.

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Downgrading a subscription as a customer

1

Open email and click the purchase link

Open the email you received after purchasing the subscription. Click the Access my Purchase link to go to the Customer Portal, where you can downgrade your subscription.
2

Browse Overview > Subscriptions in Customer Portal

In the Overview tab of Customer Portal, scroll to Subscriptions and click on Change Plan.
3

Select the desired plan

Select the plan you want to downgrade to and click on Change Plan.
4

Successful downgrade!

The subscription is successfully downgraded to Basic version.