Overview
The Alter Contract Plan feature allows you to switch a customer’s contract from one recurring billing plan to another.
This feature is not supported for prepaid contracts.
To use this function, the user must have the "Alter Contract Plan" permission enabled.
How to Use It
Go to the Contract, use the 3 dot menu and select Alter Contract Plan.
2. Read the info message that appears.
3. Select the plan you want to move them to, select facility, and start date.
4. The Edit Contract window will open.
5. Click Next to cycle through the tabs at the top of the page. DO NOT add or remove enrollments at this stage.
6. Once 'Next' has cycled you through each tab, check the new plan pricing. Click Use Plan Dues to update the contract to the plan dues pricing or Edit custom dues to set up custom dues.
7. Click Accept Changes
8. Optionally toggle on to create a prorated invoice.
It will return the prorate of the products used in the contract they are leaving and sell the prorate of the products used in this plan.
9. See the old contract and the new contract, with the old set to conclude as the new is set to begin. In the example below, a future date was selected for the start date.
If the new contract is set to be active today, the new will be active immediately and the old will be concluded.
Remove Enrollee AND Alter Contract
To change a customer’s plan:
- Terminate the enrollment to be removed first, then proceed with Alter Contract Plan.
Alternatively, if you're transitioning only some enrollees:
- Set the existing contract to conclude, and then create a new contract for the remaining enrollees.
To conclude a contract:
- Open the three-dot menu and select Override End Date to set a specific end date and mark the contract as concluded.