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When a customer outgrows their current plan, you want the switch to feel instant and the money to be fair. Macropay handles both halves: the new plan takes effect the moment it’s applied, and the price difference is prorated automatically so nobody overpays for time they didn’t use. Because Macropay is the merchant of record, every upgrade is also re-priced for tax. The new sales tax or VAT on the higher plan is recalculated, collected, and remitted on your behalf — so a plan change never quietly creates a tax liability you have to chase down. There are two ways an upgrade can happen:
  • You trigger it from the dashboard — useful for sales-assisted deals, support requests, or migrations.
  • The customer triggers it in their portal — fully self-serve, no ticket required.
Prefer to keep upgrades dashboard-only? You can turn off self-serve plan changes by switching Allow price change OFF — see restricting plan changes in the customer portal.

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How proration works

Whichever path you take, you’ll choose a proration behavior. This controls when the customer is billed for the difference — never whether the upgrade applies. The plan switch is always immediate.
On a downgrade, proration runs in reverse: the customer receives a credit for the unused portion of the more expensive plan, applied the same way you select above.

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Upgrade a subscriber from the dashboard

1

Open Sales > Subscriptions

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

Open the subscription

Click the subscription you want to change. On the details page that opens, choose Update Subscription.
3

Pick the new plan and proration

Select the New product (the plan you’re moving them to) and a Proration behavior from the dropdown.
The upgrade itself is immediate in every case — the proration behavior only decides when the difference is invoiced.
Confirm with Update Subscription.
4

Done

The subscription now sits on the higher plan — here, the Advanced version.

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Let customers upgrade themselves

The customer portal lets subscribers move plans on their own, no support touch needed. Here’s the experience from their side.
1

Follow the purchase link from email

After buying, the customer receives a confirmation email. They click Access my Purchase to open their customer portal.
2

Find Subscriptions in the portal

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

Choose the new plan

They pick the plan they want and confirm with Change Plan.
4

Done

Their subscription updates immediately to the new plan — the Advanced version in this example.
Selling AI products or agent capacity? Upgrades pair naturally with usage-based pricing: a customer can move to a higher base plan while metered consumption keeps billing in the background. The proration rules above apply to the recurring portion, and metered usage continues to accrue against the active plan — so an agent that suddenly needs more headroom can be bumped up mid-cycle without losing a single billed event.