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When clients up-/downgrade or churn
On the LaaS deal
Set billing cycle: 1,3,6,12 months
When churn
When a client indicates that they want to cancel their subscription, you have to locate the LaaS deal and set the property “Churn” to the current date (the date the client informed you, NOT the date the subscription ends).
Select the reason for churn (Recurring revenue inactive reason) and set the subscription end date (recurring revenue inactive date), if deviating from the original set value.
Unless agree upon, a client’s cancellation of their subscription should not effect the original subscription end date that they contractually agreed to be paying for.
* Set date in property "Churn" to indicate when the client indicated they'd churn.
* Set subscription end date to the appropriate date.
* Set "recurring revenue inactive date"
* Set "Recurring revenue inactive reason" to "Churn"
* Task to finance to stop recurring billing is created automatically
When downgrading
* Set subscription end date to the appropriate date when the downgrade occurs.
* Set "recurring revenue inactive date" accordingly.
* Set "Recurring revenue inactive reason" to "Downgrade"
* Task to finance to stop recurring billing is created automatically
* Set up new deal with the new terms
When upgrading
* Create upselling deal
* Match billing cycle with the LaaS deal that you're upgrading. The first payment will match the remaining days in the existing billing cycle to align the billing cycles of the client's subscription.