How to Upgrade/downgrade Saas Plan for a subaccount
Offering different SaaS plans is a key strategy in increasing the revenue you produce with each subscription. As your business grows you'll also have to manage subaccounts in SaaS mode and switch their plans. There are two ways to approach this change you can handle it directly from the CRM or Stripe, as their subscription is managed using Stripe.
Upgrade The SaaS From The CRM
You must enable the setting to manage a SaaS subscription from the CRM. You can control this setting in the Agency SaaS Configurator tab by navigating to the Advanced Settings tab. Once you enable this setting, you and your clients can access their company billing within the subaccounts.
To do so, inside the subaccount settings go to the Billing section and switch to the Subscriptions tab where they can modify their current subscription.
Select Upgrade to modify the subscription.
Pick from the higher-tier plans you've set up in your SaaS Configurator.
After selecting the desired plan, you'll be prompted to complete the subscription. This will bill your customer and grant access to the features associated with that plan in their account.
How To Modify A SaaS Plan in Stripe
You should use this method for downgrading SaaS Accounts and upgrading the account if the setting mentioned above is not turned on or you want to manage
You can search for the customer in Stripe using your client's email. However, the preferred method is to search for the invoice ID for this location and get the customer ID by going to the Payments Tab of the Billing section inside the Subaccount Settings and checking any invoice.
Copy the invoice number.
Search for the invoice number on Stripe and click on the invoice to open the details.
Click on the customer email shown in the 'Billed to' column on the invoice; it will take you to the customer's profile in Stripe.
Now that we are in the customer profile on Stripe, we have updated the client's subscription plan. Click the pencil icon to update the subscription plan.
Remove the current price (1) and add the new plan's price (2).
Review your changes, prorate changes if you want to adjust the billing difference in the next invoice, and then hit the update button.
On your agency account, go to the Accounts tab and view details for the location. The plan is now upgraded, but you still need to update their accessible features according to the new plan:
Save the updated feature set for this location, and then you're good to go!
These changes will help you manage your offers easily, leveraging the ease of having multiple service tiers for increased revenue and simplified customer support while maintaining flexibility on how you can help customers switch over to the offering that fits their needs best.