[Solved] How to set up Prorating?

8 years 2 months ago - 8 years 1 month ago #277757 by AdvisorProducts
[Solved] How to set up Prorating? was created by AdvisorProducts
I can't get prorating to work. If plan A for $250per year and Plan B for $500 per year are both parents (with no children) and both set to allow prorating, how do I make prorating work? The manual says the new plan (B in this case) must be a higher value (it is) and the initial plan (A) must be prohibited. What do you mean by prohibited? Where do I set that? Do you mean the plans must be set to exclusive? Or do you mean there must be conditional settings set up in Plan B's workflow tab (if so what should the settings be?)

Currently when I am subscribed to Plan A and add plan B to the cart, The price for plan B shows the full price instead of prorating Plan A's value.

Thank you for your help.

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8 years 2 months ago #277763 by krileon
Replied by krileon on topic How to set up Prorating?
The plans need to be exclusive to allow upgrade from 1 to another. You then need to enable prorating for Plan B. If the plans are non-exclusive it's not really an upgrade as it means you can have both at the same time.


Kyle (Krileon)
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