After adopting tiered subscriptions—subscription plans that can have a separate set of content per tier—a user might want to change between plans to have access to different content or choose a different paying plan to save money. To make it easier for you, your users can switch from one plan to another from their own dashboard.

When a user changes their subscription plan from their account page on the dashboard, Uscreen calculates their current, unused balance and then applies it towards the daily cost of the new subscription price.

Whether the former or new subscription plans are monthly, yearly, or some other duration, Uscreen breaks the cost of that down into a daily price. In essence, all subscription plans will get broken down into:

  • Monthly - 30 days

  • Quarter - 90 days

  • 6-Month - 180 days

  • Yearly - 365 days

From there, Uscreen will compare the current unused balance of the user against the new daily cost and will invoice the user once their current balance is exhausted by the new daily rate.

To better illustrate what happens when a user changes from one plan to another, let's explore the different options they might have. As an example, let's say that the monthly subscription costs $9.99 and the yearly one costs $99.99.

  • What will happen when a user goes from a monthly plan to a yearly plan?

Anna subscribed to your yoga classes on June 1st, but by June 16th, she decided the yearly plan would be better for her. So Anna has used 16 days of what she paid for but still has 14 days left for the monthly plan.

So we will calculate what the daily rate of the monthly plan is ($9.99 / 30 = $0.33) and what the daily rate of the yearly plan is ($99.99 / 365 = $0.27), so we can start charging her correctly for her new plan.

To apply the correct rate, we will calculate the remaining days times the new rate (14 x $0.27 = $3.78). So we know she should only be paying that for those 14 days; however, she has already paid her monthly subscription, so those 14 days cost her $4.62 (14 x $0.33 = $4.62).

Now the system will need to calculate when the next invoice date should be because it won't charge her until she has fully used what she already paid for.

  • What will happen when a user goes from a yearly plan to a monthly plan?

Imagine that Katie, on the other hand, prefers to only pay monthly instead of yearly. So Katie will go from paying $99.99 a year to $9.99 a month.

If Katie subscribed on April 1st, and by June 5th, she changed to the monthly plan, she would have used 65 days. However, since she is going to a more expensive plan, the system will need to calculate how much she will have of credit from her yearly plan and apply that to the new plan.

To know that, the system will calculate the days that she used times the daily rate of her previous plan (65 x $0.27 = $17.55) to know how much she has already used from what she paid for. Then we subtract what she used by the total of what she paid ($99.99 - $17.80 = $82.19). Katie will have around $82 as credit towards her next subscription.

Since the new subscription is $0.33 a day, the system will take the credit and divide it by the new daily rate to know when to charge her again. So Katie will have around 246 before she is invoiced again.

NOTE: This in-system balance form of crediting only applies when the customer changes their subscription plan through their dashboard. If an Admin changes the subscription plan for a user via the Admin area on the user's behalf, the Admin will need to make sure to adjust the next billing date accordingly, otherwise, the user may be charged much sooner than they should be.

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