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💼Getting started with MYFUNDBOX
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SUBSCRIPTIONS
Manage Subscription

Upgrade subscription plan

6min

You can upgrade the plan to any plan according to your preference. Any of these plans can be upgraded if you have subscribed to a Recurring Plan.

Go to Subscription Module → Click on the customer name that you want to upgrade the plan for, as shown below:

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Once after clicking on the customer name, you will be redirected to customer portal, as shown below:

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The selected plan is active which indicates that plan's payment was successful. To select a plan click on it and it shows a Green Tick on the plan then from clicking on the Manage Subscription you will get redirected to another page for upgrading the plan, as shown below:

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The available plans are listed, and the subscribed plan has a tag SUBSCRIBED written on it. The customer can upgrade the plan based on his requirement. After subscribing to the plan you will be redirected to customer portal as shown below:

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Once the Plan is upgraded the plan is updated in the customer portal. Then in the subscription module the plan name will be changed shown below the Customer Id and in More info, you can see the entry will be generated for the new plan hereafter. As shown below: 

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Video tutorial for managing subscription from customer portal:



Video tutorial for managing and cancelling subscription:





Updated 25 Apr 2023
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