SIUBSCRIPTION BILLING
Plans
Editing Or Updating Your Plan
9 min
to edit or update the plan this guide will walk you through the steps to edit or update your subscription plan with ease whether you want to upgrade, downgrade, or change specific details, this documentation provides clear instructions to make the process seamless accessing the plans page log in to your account navigate to the dashboard click on the plans tab located in the main menu editing or updating your plan on the plans page, locate your current subscription details press the edit icon (🖉) located at the top right corner of the plan card a modal window will appear, allowing you to change your plan type (e g , from basic to premium) adjust billing cycles (monthly or annually) add or remove features based on your needs reviewing changes after making your changes, click next to review the updated subscription details ensure the modifications reflect your intended updates, including price adjustments new feature availability updated billing dates to update your plan code click the edit icon and then select the code name of the plan that you want to change in this pop up, you can update your code name to 10 characters and then click the 🗸 icon to update your code name confirming your changes click confirm changes to finalize your updates a confirmation message will be displayed, and you will receive an email with the updated plan details to edit your region or tax rate click on the edit icon and then select the region/tax column of the particular plan you want to change you can see a pop up as shown below in this pop up, you can update your tax either it can be inclusive/exclusive, region or tax rate to edit or update your plan price click on the edit icon and then select the price column of the particular plan that you want to change you can see a pop up as shown below in this pop up you can edit your plan price and press the 🗸 icon to update your plan price to edit the stepwise price plan click on the edit icon and then select the stepwise price column of the plan that you want to change you can see a pop up as shown below in this pop up you can change the quantity and price of the plan, you can also delete a step in the stepwise price using the delete icon on the right and click update to update your stepwise plan to enable/disable your plan status click on the edit icon and then select the status column of the plan that you want to change you can see a pop up as shown below in this pop up, you can enable/disable the plan status and then press the 🗸 icon to update your plan status