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A downgrade moves a subscriber from a higher-priced plan to a lower one. The plan change always takes effect immediately — what you control is how the money settles: whether the customer is credited (or charged) the difference on their next invoice or right away. Because Macropay is the Merchant of Record, the proration math, the corrected sales tax / VAT on the new amount, and the customer-facing invoice are all handled for you. You pick the plan and the proration behavior; we recalculate, re-tax, and bill. There are two ways a downgrade can happen:

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Downgrade from the dashboard

Suppose a customer on your Pro plan asks to drop to Basic. Here’s the full flow.
1

Open Sales → Subscriptions

From the Macropay dashboard sidebar, open Sales → Subscriptions for your organization, or jump straight to:https://macropay.ai/dashboard/${org_slug}/sales/subscriptions
2

Pick the subscription to change

Click the subscriber’s row to open the subscription detail view, then choose Update Subscription.
3

Choose the new plan and proration

Set New product to the plan you’re downgrading to (Basic, in this example), then choose a Proration behavior.
The plan switch is applied immediately in every case. Proration only decides when the invoice for the difference lands — not when the customer’s access changes.
Your two options:
  • Next invoice — the credit (or charge) for the unused portion rolls onto the customer’s upcoming invoice.
  • Invoice immediately — the difference is settled right now, on its own invoice.
Confirm with Update Subscription.
4

Done

The subscription now sits on the Basic plan, with the prorated adjustment queued or invoiced per your choice.
Prefer to do this programmatically? The same change is available over the API — update the subscription’s product and pass a proration mode. See the subscription API reference for the exact fields.

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Let customers downgrade themselves

The customer portal lets subscribers change their own plan, so a routine downgrade never has to become a support ticket. Here’s what your customer sees.
1

Follow the access link from their email

Every purchase email includes an Access my Purchase link. Clicking it opens the customer portal — no separate login required.
2

Open Subscriptions in the portal

On the portal Overview tab, scroll to Subscriptions and click Change Plan.
3

Select the lower plan

The customer picks the plan they want — Basic, here — and confirms with Change Plan.
4

Done

The plan switches to Basic immediately, and the prorated adjustment flows through on the next invoice.
Don’t want customers changing plans on their own? You can turn self-serve upgrades and downgrades off entirely by disabling Allow price change in the portal settings. With it off, every plan change has to go through your team from the dashboard.