When modifying a subscription mid-cycle, such as upgrading, downgrading, or changing quantity, Recurly may generate prorated credits and/or charges depending on your site configuration.
Key takeaway: Proration behavior depends on your site settings and how the subscription change is configured.
What Triggers Proration?
- Plan changes (upgrade or downgrade)
- Price changes
- Quantity adjustments
- Adding or removing add-ons mid-cycle
How Proration Is Calculated
Recurly calculates unused time on the original subscription and applies a credit. It then calculates the remaining time on the new plan and applies a charge.
Common Confusion
“Why did my customer receive both a credit and a charge?”
This is expected behavior when proration is enabled. The credit offsets unused time; the charge reflects the upgraded value.
“Why was there no immediate charge?”
If immediate invoicing is disabled, changes may apply at renewal instead.
Always test plan changes in Sandbox to confirm proration behavior before deploying to Production.
Best Practices
- Document expected proration outcomes for your support teams.
- Communicate clearly with customers during mid-cycle upgrades.
- Review site-level proration settings before large pricing changes.
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