Upgrading 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/subscriptions2
Select the subscription to be upgraded
Click on the subscription you want to upgrade. 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 upgrade to) and the Proration behavior from the dropdown menu.There are two types of proration:
Regardless of the option, the subscription is upgraded immediately, only the invoicing happens according to the selected Proration behaior.
- 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.
4
Successful upgrade!
The subscription is successfully upgraded to Advanced version.
Note that merchants can disable customer-level upgrades or downgrades in the portal by toggling OFF Allow price change setting.
Upgrading 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 upgrade 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 upgrade to and click on Change Plan.
4
Successful upgrade!
The subscription is successfully upgraded to Advanced version.