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To perform an upgrade or a downgrade through the user interface:
  1. Access the “Customers” section via the side menu;
  2. Select a customer from the list;
  3. In the “Overview” tab, click the ellipsis icon and select “Upgrade/downgrade plan”;
  4. Give a name to the new subscription (name that will be displayed on the invoice - optional);
  5. Provide a new subscription end date if needed (optional);
  6. Click “Upgrade/downgrade plan” to confirm.

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Upgrades behavior

To compare two plans with different intervals, Lago converts each subscription fee into a yearly amount: a monthly fee is multiplied by 12, a quarterly fee by 4, a semiannual fee by 2, and a weekly fee by 52. An upgrade occurs when the yearly amount of the new plan equals or exceeds the yearly amount of the previous plan, regardless of the pricing for usage-based charges. When a subscription is upgraded, Lago immediately applies the new plan to the customer.

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Subscription paid in advance

Lago issues a credit note for the unused days remaining on the former plan.

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Subscription paid in arrears

When a plan is upgraded mid-cycle, Lago immediately generates an invoice covering the prorated portion of the old plan (i.e., the days used before the upgrade). At the end of the billing period, a second invoice is issued for the prorated portion of the new plan (i.e., the days used after the upgrade). Example: A customer subscribes to Plan A (€100/month, paid in arrears, calendar billing) on January 1st, then upgrades to Plan B (€200/month) on January 15th.
  • January 15th: invoice for Plan A, 14 days prorated = €45.16 (14/31 × €100)
  • January 31st: invoice for Plan B, 17 days prorated = €109.68 (17/31 × €200)

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Downgrades behavior

A downgrade occurs when the yearly amount of the new plan is lower than the yearly amount of the previous plan, regardless of the pricing for usage-based charges. When a subscription is downgraded, the new plan is applied at the end of the current billing period, so that your customer fully benefits from the plan they have already paid for. Until then, the new plan stays in the pending state.

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Webhook messages for upgrades and downgrades

When a subscription is upgraded or downgraded:
  • A subscription.terminated webhook message is triggered for the initial plan, with a next_plan_code defined in the payload;
  • A subscription.started webhook message is triggered for the new plan, with a previous_plan_code defined in the payload;
  • The subscription.external_id is persisted between the two to ensure the continuity of the subscription.