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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.

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Amendment Types

TypeDescriptionProration
Add ProductAdd new line item to subscriptionProrated charge
Remove ProductRemove line itemProrated credit
Change QuantityIncrease or decrease quantityProrated difference
Change PriceUpdate pricing for line itemProrated difference
Change PlanSwitch to different planFull recalculation
Change TermsModify contract termsNo proration

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Creating an Amendment

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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

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Step 2: Make Changes

Choose from the following amendment types:
ActionHow to Do It
Add ProductClick Add Line Item → Select product → Set quantity and pricing
Remove ProductFind the line item → Click the × or Remove button
Change QuantityClick on the quantity field → Enter new value
Change PriceClick on the price field → Enter new amount
Apply DiscountClick Add Discount → Choose percentage or fixed amount

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Step 3: Set Effective Date

Choose when the changes take effect:
OptionDescriptionUse Case
ImmediateApply nowUrgent changes, add-ons
End of PeriodApply at period endDowngrades, removals
Custom DateSelect a specific future dateScheduled changes

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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 99to99 to 199): 
Credit: 15/30 × $99 = $49.50
Charge: 15/30 × $199 = $99.50
Net: $50.00 due

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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.

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Proration Behaviors

BehaviorDescriptionUse Case
Full ProrationCredit unused time, charge for remaining timeStandard upgrades/downgrades
No ProrationNo credits or charges until next periodEnterprise contracts
Credit OnlyCredit unused time, no immediate chargeDowngrades
Always InvoiceGenerate invoice even if net is $0Audit requirements
To change proration behavior:
  1. In the amendment form, find the Proration section
  2. Select the desired behavior
  3. Review the updated preview

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Common Scenarios

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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

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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

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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

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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

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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.

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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

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Best Practices

Preview First

Always preview amendments to show customers the impact before applying.

Document Changes

Add notes explaining why amendments were made for audit trail.

Consider Timing

Schedule removals for period end to avoid issuing credits.

Batch Changes

Combine related changes in a single amendment when possible.

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Next Steps

Proration

Understand proration calculations.

Versioning

Learn about version management.