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Win an opportunity and add to existing subscriptions

Available with Product:
Subscriptions
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This feature is available in the latest version of Upsales Subscriptions. Contact support@upsales.com to get upgraded for free.

When you win a opportunity and update an existing subscription, you need to create a prorated order.

This means the change in the subscription must be positive (an upsell).

To make changes beyond the upsell that result in a negative amount:

  1. Save the subscription with the upsell
  2. Open the subscription
  3. Edit the subscription amount
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Articles in this section

  • How to adjust subscriptions and create credit note orders
  • FAQ: Subscriptions with planned changes
  • How to create subscriptions that change terms
  • Win an opportunity and add to existing subscriptions
  • Edit subscriptions with prorated orders
  • What's the difference between initial start date & start date current period?
  • Subscriptions: What is the renewal date & termination date?
  • Order interval & period length
  • How to create orders in advance
  • How to move & transfer subscriptions to another company
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