Imagine you signed a customer six months ago, and they paid upfront for the agreed 12-month period. Now they want to add another three licences to their active subscription with you.
Because the paid-for subscription runs for another six months, you want to ensure the customer pays the three licences for these remaining six months.
You need to create a prorated order for the remaining period.
How to add products or licenses to an ongoing subscription
- Add another three licences in the quantity field (from 5 to 8). You'll see that the renewal order will increase in sum and that the subscription will lead you to the prorated order stage.
Do you have a subscription with planned changes on renewal? For example, the subscription has a price increase on renewal?
You'll be able to edit the current period and the upcoming period at the same time:
- Choose if you want to create a prorated order for three licences until the subscription's renewal date. The price increase for the upcoming period will be added to the next order instead (if the order has not already been created).
- The prorated order will be created by the subscription. It will contain the increase of the subscription for the period that is left to the next order date (renewal date in this case):
Historical changes in subscriptions
When opening up a subscription, you'll see a tab called History.
Click for an overview of all changes made in the subscription. This includes who made changes, and when the subscription will change.
You can exclude a change from reports and other ARR/MRR calculations by clicking the eye symbol: