Manage Subscriptions
View and modify active customer subscriptions and plan tiers.
Managing Subscriptions
- Open Billing → Subscriptions to see all active plans.
- Click a subscription to view plan details, add-ons, and renewal date.
- To upgrade or downgrade, click Change Plan and select the new tier.
- Add-ons can be toggled on or off from the Add-Ons tab.
- Changes take effect at the next billing cycle unless "immediate" is selected.
Where to go next
- Understand the whole module → How Billing & Invoicing Works
- Next in this module → Apply Payments
- How to Read the MRR Dashboard
- Create an Invoice
- See where this fits in the bigger picture → How a Lead Becomes Cash
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