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Subscription Amendments

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Amendment Types

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Creating an Amendment

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Step 1: Open the Subscription

1. Navigate to Subscriptions in the sidebar
2. Find and click on the subscription to amend
3. Click Edit Subscription or Create Amendment

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Step 2: Make Changes

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Step 3: Set Effective Date

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Step 4: Review Proration Preview

• Credits for unused time on removed/downgraded items
• Charges for new/upgraded items
• Net amount due or credited

Credit: 15/30 × $99 = $49.50
Charge: 15/30 × $199 = $99.50
Net: $50.00 due

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Step 5: Apply Amendment

1. Add internal notes (optional) - helpful for audit trail
2. Click Apply Amendment

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Proration Behaviors

1. In the amendment form, find the Proration section
2. Select the desired behavior
3. Review the updated preview

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Common Scenarios

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Customer Upgrade

1. Open the subscription
2. Click Edit Subscription
3. Change the plan or add upgraded products
4. Set effective date to Immediate
5. Review prorated charge in preview
6. Click Apply Amendment

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Add Users Mid-Cycle

1. Open the subscription
2. Find the seats line item
3. Update the quantity (e.g., 25 → 50)
4. Set effective date to Immediate
5. Review the prorated charge for additional seats
6. Click Apply Amendment

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Remove Add-on at Period End

1. Open the subscription
2. Click Edit Subscription
3. Remove the add-on line item
4. Set effective date to End of Period
5. No proration will be calculated
6. Click Apply Amendment

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Apply Negotiated Discount

1. Open the subscription
2. Click Edit Subscription
3. Click Add Discount
4. Choose percentage or fixed amount
5. Set duration (this period, forever, or specific number of periods)
6. Add a note explaining the reason
7. Click Apply Amendment

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Approval Requirements

1. Create the amendment as normal
2. If approval is required, the amendment enters “Pending Approval” status
3. Designated approvers receive notification
4. Once approved, the amendment becomes effective on the scheduled date

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Amendment History

1. Navigate to Subscriptions → [Subscription]
2. Click the Version History tab
3. See all past, current, and scheduled versions
4. Click any version to view:
   • What changed
   • When it took effect
   • Who made the change
   • Any notes or comments

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Best Practices

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Next Steps