> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Subscription Amendments
> Make changes to active subscriptions
# Subscription Amendments
Amendments allow you to make changes to active subscriptions: add products, change quantities, adjust pricing, or modify terms. Alguna handles proration, generates invoices, and maintains a complete audit trail.
***
## Amendment Types
| Type | Description | Proration |
| ------------------- | --------------------------------- | ------------------- |
| **Add Product** | Add new line item to subscription | Prorated charge |
| **Remove Product** | Remove line item | Prorated credit |
| **Change Quantity** | Increase or decrease quantity | Prorated difference |
| **Change Price** | Update pricing for line item | Prorated difference |
| **Change Plan** | Switch to different plan | Full recalculation |
| **Change Terms** | Modify contract terms | No proration |
***
## Creating an Amendment
### Step 1: Open the Subscription
1. Navigate to **Subscriptions** in the sidebar
2. Find and click on the subscription to amend
3. Click **Edit Subscription** or **Create Amendment**
### Step 2: Make Changes
Choose from the following amendment types:
| Action | How to Do It |
| ------------------- | ------------------------------------------------------------------- |
| **Add Product** | Click **Add Line Item** → Select product → Set quantity and pricing |
| **Remove Product** | Find the line item → Click the **×** or **Remove** button |
| **Change Quantity** | Click on the quantity field → Enter new value |
| **Change Price** | Click on the price field → Enter new amount |
| **Apply Discount** | Click **Add Discount** → Choose percentage or fixed amount |
### Step 3: Set Effective Date
Choose when the changes take effect:
| Option | Description | Use Case |
| ----------------- | ----------------------------- | ----------------------- |
| **Immediate** | Apply now | Urgent changes, add-ons |
| **End of Period** | Apply at period end | Downgrades, removals |
| **Custom Date** | Select a specific future date | Scheduled changes |
### Step 4: Review Proration Preview
Before applying, review the proration preview showing:
* Credits for unused time on removed/downgraded items
* Charges for new/upgraded items
* Net amount due or credited
**Example** (day 15 of 30-day period, upgrading from $99 to $199):
```
Credit: 15/30 × $99 = $49.50
Charge: 15/30 × $199 = $99.50
Net: $50.00 due
```
### Step 5: Apply Amendment
1. Add internal notes (optional) - helpful for audit trail
2. Click **Apply Amendment**
Use the proration preview to show customers exactly what they'll be charged before confirming changes.
***
## Proration Behaviors
| Behavior | Description | Use Case |
| ------------------ | --------------------------------------------- | ---------------------------- |
| **Full Proration** | Credit unused time, charge for remaining time | Standard upgrades/downgrades |
| **No Proration** | No credits or charges until next period | Enterprise contracts |
| **Credit Only** | Credit unused time, no immediate charge | Downgrades |
| **Always Invoice** | Generate invoice even if net is \$0 | Audit requirements |
To change proration behavior:
1. In the amendment form, find the **Proration** section
2. Select the desired behavior
3. Review the updated preview
***
## Common Scenarios
### Customer Upgrade
Customer wants to upgrade from Starter to Pro:
1. Open the subscription
2. Click **Edit Subscription**
3. Change the plan or add upgraded products
4. Set effective date to **Immediate**
5. Review prorated charge in preview
6. Click **Apply Amendment**
### Add Users Mid-Cycle
Customer needs more seats:
1. Open the subscription
2. Find the seats line item
3. Update the quantity (e.g., 25 → 50)
4. Set effective date to **Immediate**
5. Review the prorated charge for additional seats
6. Click **Apply Amendment**
### Remove Add-on at Period End
Customer wants to remove a feature without credit:
1. Open the subscription
2. Click **Edit Subscription**
3. Remove the add-on line item
4. Set effective date to **End of Period**
5. No proration will be calculated
6. Click **Apply Amendment**
### Apply Negotiated Discount
Customer negotiated a special discount:
1. Open the subscription
2. Click **Edit Subscription**
3. Click **Add Discount**
4. Choose percentage or fixed amount
5. Set duration (this period, forever, or specific number of periods)
6. Add a note explaining the reason
7. Click **Apply Amendment**
***
## Approval Requirements
If your organization has approval rules configured, amendments may require approval before taking effect:
1. Create the amendment as normal
2. If approval is required, the amendment enters "Pending Approval" status
3. Designated approvers receive notification
4. Once approved, the amendment becomes effective on the scheduled date
Navigate to **Approvals** to track pending amendment approvals.
***
## Amendment History
View all amendments for a subscription:
1. Navigate to **Subscriptions → \[Subscription]**
2. Click the **Version History** tab
3. See all past, current, and scheduled versions
4. Click any version to view:
* What changed
* When it took effect
* Who made the change
* Any notes or comments
***
## Best Practices
Always preview amendments to show customers the impact before applying.
Add notes explaining why amendments were made for audit trail.
Schedule removals for period end to avoid issuing credits.
Combine related changes in a single amendment when possible.
***
## Next Steps
Understand proration calculations.
Learn about version management.