Use Case: Upgrade a Subscription Effective Next Billing Date

Assumptions and Preconditions

  • The subscription has the status Active.
  • The product to which the customer wants to upgrade has been set up in the Commerce Assistant.
  • Both products have the same billing interval.


  1. On May 1st, a customer's Gold subscription renews for $25 for the new monthly billing interval.
  2. On May 23rd, the client sends a promotional email to its Gold customers, offering a 20% discount if the upgrade is made within the next five days to the client's Platinum-level subscription. This discount offers the Platinum subscription for $40 instead of $50 monthly.
  3. The customer clicks a link in the promotional email that displays a landing page the client created for the promotion.
  4. The customer enters the subscription ID and clicks the Buy Now button to accept the upgrade. The landing page takes the following actions:
  5. On June 1st, the cleverbridge platform automatically bills the customer the discounted price of $40 for the Platinum subscription's new monthly interval.


Although not utilized in this use case, the following option is also available:

  • Reduce the price of the Paid subscription by applying a discount coupon that was set up in the Commerce Assistant. This discount is applied to all future billings of the subscription.



sub bill up down up next bill