How to Change the Rate and Term of a Subscription

From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to update and select Subscription Modification
The Choose Modification Operation box will appear, enter RAT for Rate/Term/Postage Change and click OK
The Rate/Term/Postage Change Modification dialog box will appear, click Next
Adjust the Rate and Term and select OK
Select one of the following options...

After adjusting the rate lower, click OK
The Rate Decrease Apply-to dialog box will appear. The system wants to know what to do with the credit. If the customer has already paid for the subscription, the Apply To Order # will default to REFUND. If the credit should be moved to another invoice, enter the invoice number number. If the customer has not already paid for the subscription, the original order number will fill in.
Click OK
The Order Recap Display will appear, click Close

Note

The Amount will fill in automatically with the difference the customer is going to be charged.

3. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

4. Click PAY NOW
5. Click OK
6. The Order Recap Display will appear, click Close

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