Task 9: Change orders

Upgrades and downgrades

Here is a short video tutorial on editing invoice items:

Use Rebilly to edit invoice items on an active subscription.

First, upgrade the order:

Then, issue the interim invoice and collect payment:

In the order details menu, press Issue interim invoice
Once the page refreshes, scroll down past the upcoming invoice, and find the interim invoice that was issued in the timeline.
Press the hyperlink to open the interim invoice.
Press Pay invoice.
Collect payment using the payment instrument on file.

First, downgrade the order:

Then, issue the interim invoice and issue a refund:

In the order details menu, press Issue interim invoice.
Once the page refreshes, scroll down past the upcoming invoice, and find the interim invoice that was issued in the timeline, take note of the pro-rata credit amount owed to the customer (this should be a negative amount).
On the right hand side of the page, find the box labeled Invoices for this order. Open the first paid invoice.
Press Refund.
Issue a partial refund on the software item for the pro-rata credit owed to the customer. Press Refund

Here is a short video tutorial on changing the price or quantity of invoice items:

Use the Rebilly app to change price and quantity.

Customer name: Patti Mazola
Change the price of the Basic plan from $50 to $60.
Change the quantity of the Basic plan from 1 to 3.
Renewal policy: Retain
Effective time:
- Specific date: Choose today's date.
- Has proration: Select the checkbox.
Do not issue an interim invoice, the pro-rata adjustment will be collected at the next renewal.