Subscription Upgrading and Downgrading Charges

In this section it is described how subscription is charged in case of upgrade (downgrade) to another plan or subscription period. An operation is considered upgrade if the new service plan (subscription period) cost is equal or greater then the cost of the old one. Otherwise the operation is considered downgrade.

Plan Setup Fee.
Setup fees are disregarded.
Plan Subscription Fee
If subscription fee of the new plan is prepaid (billing for subscription is before the billing period or for the whole subscription period), amounts due to difference in the subscription fees are billed at the time of the upgrade with the appropriate upgrade order. If subscription fee of the new plan is post-paid (billing for subscription is after the billing period), amounts due to difference in subscription fees are billed at the next billing date with a billing order. Upgrade order has zero value.

Note: Billing can also issue billing orders for the resources in Installed, Provisioning and Ordered statuses. The reason is that recurring fees for purchased but not yet paid resources are to be included into billing order.

In the tables below you may find how subscription fee is charged in case of upgrade (downgrade) to another service plan under different billing conditions.

Subscription fee is settled in dependence on charge before or after billing period
Subscription fee of both the old and the new plans are charged before the billing period.	Upgrade order sum is the difference between the amount billable under the new plan from the date of upgrade through the new billing date and the amount charged under the old plan from the date of upgrade through the new billing date. Billing order sum is calculated under the new plan. Upgrade order sum and billing order sum are calculated in the following way: UO=NewSF (NewBD - UD)/(NewBD - LastBD) -* OldSF (NewBD - UD)/(NewBD - LastBD), BO=NewSF,* where UO – upgrade order amount. BO – billing order amount. NewSF – subscription fee of the new plan. OldSF – subscription fee of the old plan. UD – upgrade order date. NewBD – the first billing date of the new plan. LastBD – the last billing date of the old plan. See examples 1, 2, 9 in the Upgrade and Downgrade Charges Calculations section further.
Subscription fee of the old plan is charged before the billing period. Subscription fee of the new plan is charged after the billing period.	Upgrade order has zero value. Billing order sum is the difference between the amount billable under the new plan from the date of upgrade through the new billing date and the amount charged under the old plan from the date of upgrade through the new billing date. Billing order sum is calculated in the following way: UO=0, BO=NewSF (NewBD - UD)/(NewBD - LastBD) -* OldSF (NewBD - UD)/(NewBD - LastBD).* See examples 2, 6 in the Upgrade and Downgrade Charges Calculations section further.
Subscription fee of the old plan is charged after the billing period. Subscription fee of the new plan is charged before the billing period.	Upgrade order amount is the sum of the amount billable under the new plan from the date of upgrade through the new billing date and the amount billable under the old plan from the last billing date through the date of upgrade. Billing order sum is calculated under the new plan. Upgrade order sum is calculated in the following way: UO=NewSF (NewBD - UD)/(NewBD - LastBD) +* OldSF (LastBD + UD)/(NewBD - LastBD),* BO=NewSF. See examples 3, 7 in the Upgrade and Downgrade Charges Calculations section further.
Subscription fee of both the old and the new plans are charged after the billing period.	Upgrade order has zero value. Billing order amount is the sum of the amount billable under the new plan from the date of upgrade through the new billing date and the amount billable under the old plan from the last billing date through the date of upgrade. Billing order sum is calculated in the following way: UO=0, BO = OldSF Period (LastBillDate ; UD)* + NewSF Period (UD ; NextBillDate).* See examples 4, 8 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee is settled in dependence on charge before or after billing period

Subscription fee of both the old and the new plans are charged before the billing period.

Upgrade order sum is the difference between the amount billable under the new plan from the date of upgrade through the new billing date and the amount charged under the old plan from the date of upgrade through the new billing date. Billing order sum is calculated under the new plan. Upgrade order sum and billing order sum are calculated in the following way:

UO=NewSF * (NewBD - UD)/(NewBD - LastBD) - OldSF * (NewBD - UD)/(NewBD - LastBD),

BO=NewSF,

where

UO – upgrade order amount.
BO – billing order amount.
NewSF – subscription fee of the new plan.
OldSF – subscription fee of the old plan.
UD – upgrade order date.
NewBD – the first billing date of the new plan.
LastBD – the last billing date of the old plan.

See examples 1, 2, 9 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee of the old plan is charged before the billing period.

Subscription fee of the new plan is charged after the billing period.

Upgrade order has zero value. Billing order sum is the difference between the amount billable under the new plan from the date of upgrade through the new billing date and the amount charged under the old plan from the date of upgrade through the new billing date. Billing order sum is calculated in the following way:

UO=0,

BO=NewSF * (NewBD - UD)/(NewBD - LastBD) - OldSF * (NewBD - UD)/(NewBD - LastBD).

See examples 2, 6 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee of the old plan is charged after the billing period.

Subscription fee of the new plan is charged before the billing period.

Upgrade order amount is the sum of the amount billable under the new plan from the date of upgrade through the new billing date and the amount billable under the old plan from the last billing date through the date of upgrade. Billing order sum is calculated under the new plan. Upgrade order sum is calculated in the following way:

UO=NewSF * (NewBD - UD)/(NewBD - LastBD) + OldSF * (LastBD + UD)/(NewBD - LastBD),

BO=NewSF.

See examples 3, 7 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee of both the old and the new plans are charged after the billing period.

Upgrade order has zero value. Billing order amount is the sum of the amount billable under the new plan from the date of upgrade through the new billing date and the amount billable under the old plan from the last billing date through the date of upgrade. Billing order sum is calculated in the following way:

UO=0,

BO = OldSF * Period (LastBillDate ; UD) + NewSF * Period (UD ; NextBillDate).

See examples 4, 8 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee is settled in case of charge for the whole subscription period
Subscription fee of both the old and the new plans are charged for the whole subscription period.	Upgrade order is amount billable under the new plan from the date of upgrade through the new expiry date. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Upgrade order sum and credit memo sum are calculated in the following way: UO=NewSF (NumBP + (NewBD - UD)/(NewBD - LastBD),* CM=OldSF NumBP - OldSF * (UD - OPayD),* where NumBP – number of billing periods of the new plan. CM – credit memo. OPayD – order payment date.
Subscription fee of the old plan is charged for the whole subscription period. Subscription fee of the new plan is charged before the billing period.	Upgrade order is the amount billable under the new plan from the date of upgrade through the new billing date. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Billing order sum is calculated under the new plan. Upgrade order sum and credit memo sum are calculated in the following way: UO=NewSF (NewBD - UD)/(NewBD - LastBD),* CM=OldSF NumBP - OldSF * (UD - OPayD),* BO=NewSF. See example 10 in the Upgrade and Downgrade Charges Calculations section further.
Subscription fee of the old plan is charged before the billing period. Subscription fee of the new plan is charged for the whole subscription period.	Upgrade order is the difference between the amount billable under the new plan from the date of upgrade through the new expiry date and the amount charged under the old plan from the date of upgrade through the new billing date. Upgrade order sum is calculated in the following way: UO=NewSF * (NumBP + (NewBD - UD)/(NewBD - LastBD) - OldSF (NewBD - UD)/(NewBD - LastBD).*
Subscription fee of the old plan is charged for the whole subscription period. Subscription fee of the new plan is charged after the billing period.	Upgrade order has zero value. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Billing order is the amount billable under the new plan from the date of upgrade through the new billing date. The next billing order sum is calculated under the new plan. Credit memo sum and billing order sum are calculated in the following way: UO=0, CM=OldSF NumBP - OldSF * (UD - OPayD),* BO=NewSF (NewBD - UD)/(NewBD - LastBD),* NextBO=NewSF.
Subscription fee of the old plan is charged after the billing period. Subscription fee of the new plan is charged for the whole subscription period.	Upgrade order amount is the difference between the amount billable under the new plan from the date of upgrade through the new expiry date and the amount billable under the old plan from the date of upgrade through the new billing date. Upgrade order sum is calculated in the following way: UO=NewSF (NumBP + (NewBD - UD)/(NewBD - LastBD) -* OldSF (NewBD - UD)/(NewBD - LastBD).* See example 11 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee is settled in case of charge for the whole subscription period

Subscription fee of both the old and the new plans are charged for the whole subscription period.

Upgrade order is amount billable under the new plan from the date of upgrade through the new expiry date. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Upgrade order sum and credit memo sum are calculated in the following way:

UO=NewSF * (NumBP + (NewBD - UD)/(NewBD - LastBD),

CM=OldSF * NumBP - OldSF * (UD - OPayD),

where

NumBP – number of billing periods of the new plan.
CM – credit memo.
OPayD – order payment date.

Subscription fee of the old plan is charged for the whole subscription period.

Subscription fee of the new plan is charged before the billing period.

Upgrade order is the amount billable under the new plan from the date of upgrade through the new billing date. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Billing order sum is calculated under the new plan. Upgrade order sum and credit memo sum are calculated in the following way:

UO=NewSF * (NewBD - UD)/(NewBD - LastBD),

CM=OldSF * NumBP - OldSF * (UD - OPayD),

BO=NewSF.

See example 10 in the Upgrade and Downgrade Charges Calculations section further.

Subscription fee of the old plan is charged before the billing period.

Subscription fee of the new plan is charged for the whole subscription period.

Upgrade order is the difference between the amount billable under the new plan from the date of upgrade through the new expiry date and the amount charged under the old plan from the date of upgrade through the new billing date. Upgrade order sum is calculated in the following way:

UO=NewSF * (NumBP + (NewBD - UD)/(NewBD - LastBD) - OldSF * (NewBD - UD)/(NewBD - LastBD).

Subscription fee of the old plan is charged for the whole subscription period.

Subscription fee of the new plan is charged after the billing period.

Upgrade order has zero value. Credit memo is the difference between the amount charged under the old plan for the whole subscription period and the amount charged under the old plan from the order payment date through the date of upgrade. Billing order is the amount billable under the new plan from the date of upgrade through the new billing date. The next billing order sum is calculated under the new plan. Credit memo sum and billing order sum are calculated in the following way:

UO=0,

CM=OldSF * NumBP - OldSF * (UD - OPayD),

BO=NewSF * (NewBD - UD)/(NewBD - LastBD),

NextBO=NewSF.

Subscription fee of the old plan is charged after the billing period.

Subscription fee of the new plan is charged for the whole subscription period.

Upgrade order amount is the difference between the amount billable under the new plan from the date of upgrade through the new expiry date and the amount billable under the old plan from the date of upgrade through the new billing date. Upgrade order sum is calculated in the following way:

UO=NewSF * (NumBP + (NewBD - UD)/(NewBD - LastBD) - OldSF * (NewBD - UD)/(NewBD - LastBD).

See example 11 in the Upgrade and Downgrade Charges Calculations section further.