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I am testing what happens with refunds (as credits) when a plan is upgraded. For testing, all plans last for two days with pro rata refunds/credits.

I just upgraded from a $5 plan (due to expire tomorrow) to a $10 plan. I was charged $7.50. My initial reaction was that this makes sense: A $2.50 credit from the lower plan, taken off the $10 plan. However, the renewal date has not changed - it is still tomorrow. So I upgraded again.

The new plan is $25, and again its renewal period is 2 days. This time, I was refunded/credited $5 towards the $25 plan and charged $20. This, again, would make sense, except the new plan is still slated to renew tomorrow (not in 2 day's time).

Using the second upgrade example:

If the expected behaviour is that the renewal date is unchanged with upgrades, then the new plan initial payment should be calculated as:

(0.5 x $25) - (0.5 x $10) = $12.50 - $5 = $7.50

Whereas, if the plan starts over, with a new expiration date, then the initial payment should be:

(1 x $25) - (0.5 x $10) = $25 - $5 = $20

In the first calculation, the total is incorrect. In the second, the expiration date is incorrect.

If I cannot explain this to myself, I cannot explain it to members. Hopefully I am just missing something here.

Edited by Como

  • Como changed the title to Subscriptions - Upgrades (and Downgrades) - Calculation
  • Community Expert

Do the subscriptions have similar terms on their renewals? Do you have current examples of these on your community which we can look at?

  • Author

Yes. You'll need to use an admin account. Standard subscriptions system.

Except for the price, all subscriptions have similar terms (two days).

  • Community Expert

Moved this to a ticket so that we can investigate this more in-depth with you. Please watch your email for further correspondence from myself.

  • Author

Hi,

I've asked a couple of times via the ticket, but the question seems to have been missed. Can anyone tell me if upgrades/downgrades occurring during an active subscription results in (or should result in) the setting of new expiration date for the full subscription period or is the old expiration date retained? AND, the same question for an upgrade/downgrade occurring during the grade period: original renewal date or a new one?

Thanks.

Edited by Como

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