Can I change a client’s plan in the middle of the month, and how does it affect billing?

Can I change a client’s plan in the middle of the month, and how does it affect billing?

⚡ Quick answer -

Yes. You can upgrade or downgrade at any point in the month. The new plan starts immediately, the entire month’s usage is recalculated under that plan, and any features you drop are billed separately as a One-Time Charge (OTC).

When should I use this guide?

Consult these steps whenever a customer asks to change plans mid-cycle so you can explain billing, feature impacts, and OTC handling without guesswork.



1. Plan-change overview

• You can upgrade or downgrade at any time during the month.

• The new plan takes effect the moment you confirm.

• No partial split—all usage for the month is recalculated under the new plan.



2. How billing is recalculated

• The billing engine re-rates every call or feature from 1st → 30th/31st using the new plan’s pricing.

• There is no line-item showing the old plan.



3. What happens to removed features?

If the new plan excludes a feature you already used this month:

  1. Usage up to the change date is totalled.
  2. The cost appears as a One-Time Charge (OTC) on your account.


4. OTC—definition & payment methods

Question

Answer

What is an OTC?

A separate fee for feature usage not covered in your current plan.

How is it paid?

• Prepaid balance available? Amount auto-deducts. 

• No balance? OTC is added to the next invoice.



5. Example timeline

You switch from Plan A to Plan B on the 15th:

• All usage from 1st–30th is re-rated by Plan B.

• A feature present in Plan A but missing in Plan B was used 1st–15th.

• That usage is billed separately as an OTC.

• The OTC is either deducted from the balance or added to the invoice.



6. How to change a plan (step-by-step)

  1. Go to Billing Settings.
  2. Click Change Plan.
  3. Select the desired plan.
  4. Click Confirm. Your new plan activates instantly.


7. How to confirm the change

After you switch:

• The new plan name displays in Billing Settings.

• Any OTC appears in your billing summary or on the next invoice.



8. Things to remember

• Plan changes cannot be back-dated.

• Features removed in the new plan stop working right away.

• Previous usage of removed features is still billable as OTC.



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