# Source: https://polar.sh/docs/guides/subscription-upgrades.md

> ## Documentation Index
> Fetch the complete documentation index at: https://polar.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to perform subscription upgrades

> Learn how to upgrade a subscription as a merchant or a customer.

## Upgrading a subscription as a merchant

<Steps>
  <Step title="Go to Sales > Subscriptions">
    In the Polar dashboard sidebar, navigate to **Sales** > **Subscriptions** for your organization.
    You can also go directly to:\
    `https://polar.sh/dashboard/${org_slug}/sales/subscriptions`

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=ea1aee972b31067bb4cde286ec391cd8" data-og-width="1751" data-og-height="888" data-path="assets/guides/upgrades/subscription-page.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=234174f11edb7147e9f3c4f835581390 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=28457e36bc6ddbdc6c039adb1ba4f860 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=c5d988075e45c74cb055649a9af43fdd 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=d4533171b96f505154e3f704e4334607 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=9d3295d25dea7ed8bed807e28370fcd3 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/subscription-page.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=96c1877fa76372bf2ee0c907b3fff255 2500w" />
  </Step>

  <Step title="Select the subscription to be upgraded">
    Click on the subscription you want to upgrade. The subscription details page opens up as shown below. Click on **Update Subscription**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=c6518cf9be3cf6ad1569c36df4ef8a1b" data-og-width="1758" data-og-height="886" data-path="assets/guides/upgrades/open-subscription.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=dd8dafcf221d701f0e7c214397e61901 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=8f9d0cceaaf3c732316ab2999ead696e 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=f07755f9ab9251fd31e8f55080e06078 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=da052eba36e3eebaa86836b746919070 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=8fa8abd3f7bb2c1fdc58f6e34e060c56 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/open-subscription.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=bcec6fa38c88d8e629d72cdb0c10357b 2500w" />
  </Step>

  <Step title="Choose the plan and the proration behavior">
    Select the **New product** (plan to upgrade to) and the **Proration behavior** from the dropdown menu.

    <Info>
      Regardless of the option, the subscription is upgraded immediately, only the invoicing happens according to the selected **Proration behaior**.
    </Info>

    There are two types of proration:

    * **Next invoice**: The customer is charged (or credited) in the upcoming invoice for the difference.
    * **Invoice immediately**: The customer is charged (or credited) right away for the difference.

    Then, click on **Update Subscription**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=02c3b87e08f90b53f98c3dfa783fa8e5" data-og-width="1751" data-og-height="888" data-path="assets/guides/upgrades/upgrade-subscription.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=c65b1b1df6880d956f690d8550450908 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=020b6c06b855e0f3ef5a5baf26ddf1ac 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=bb7aba0dcd1c0df8f4aceed6080c39a8 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=1d3c6dee73fb17ced53dc2c4b9d4ef40 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=bdefa54ad6b42192d5fcf72c9bb2d1a7 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgrade-subscription.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=630ba57705c82da40ab6fd2d1945eca1 2500w" />
  </Step>

  <Step title="Successful upgrade!">
    The subscription is successfully upgraded to **Advanced version**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=2d38c138df2d9842c1a9f427e564f396" data-og-width="1751" data-og-height="888" data-path="assets/guides/upgrades/upgraded-successfully.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=c8b812f7b226f928172d437a25d0492a 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=f1885cc7b5ef0e0bc1c4f10276a69d71 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=dbccdb1d3af8bb27e307a36450ebe9be 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=32a90e42323ab1f3af635237f7d3053e 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=a831cde6e354a9aa94251c1c9c57b996 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/upgraded-successfully.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=287ab28283cea6842fd2dbf69f4c6910 2500w" />
  </Step>
</Steps>

<Info>
  Note that merchants can disable customer-level upgrades or downgrades in the portal [by toggling OFF **Allow price change** setting](/guides/disable-subscription-changes-in-customer-portal).
</Info>

## Upgrading subscription as a customer

<Steps>
  <Step title="Open email and click the purchase link">
    Open the email you received after purchasing the subscription. Click the **Access my Purchase** link to go to the Customer Portal, where you can upgrade your subscription.

    <img height="10" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=17aef0f6dd4b72e5fc265ea5b6ca4666" data-og-width="971" data-og-height="781" data-path="assets/guides/upgrades/customer-mail-2.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=d6b0970d3faad197affad840dc51604c 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=eda1880e9947de05554c60a92431acdf 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=aa595de9c96853629ffa952f32246ad9 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=3f8db329d92c4375a469132809be1e0e 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=14c04af129610d17266bda6c21d3efa1 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-mail-2.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=5474d8f5890e38d604743992f465c261 2500w" />
  </Step>

  <Step title="Browse Overview > Subscriptions in Customer Portal">
    In the Overview tab of Customer Portal, scroll to **Subscriptions** and click on **Change Plan**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=b80a30e0e60d0aa0414f25f45b4e2a24" data-og-width="1482" data-og-height="787" data-path="assets/guides/upgrades/customer-portal-1.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=8ae1cc333ed00eaffea3f94631e049bc 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=7275a1eb873a800daf598ac062efddd6 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=fc1841e5a893b2cdcea52865dfeedc85 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=3b0a8165e0c6d696c235ef085114e196 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=9349f18a0eccfa0e6e4b1e50f48b8f0a 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-1.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=37ba976592db8d8bb36d38030485db0c 2500w" />
  </Step>

  <Step title="Select the desired plan">
    Select the plan you want to upgrade to and click on **Change Plan**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=42569be1e0827b9a2d02a3994369e997" data-og-width="1645" data-og-height="865" data-path="assets/guides/upgrades/customer-portal-5.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=259e30c83f4bb50ded6f55e7a5d6c025 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=1e146844b4ec7a8e4ffa776b3e035d6c 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=ad14de143803109e096ccaa629d5afa3 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=39f832193492b3bd169b9904fe02be94 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=28fbf0db17cef7738783428595794414 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-5.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=9829b13a1c7db4146af9163ab0b82385 2500w" />
  </Step>

  <Step title="Successful upgrade!">
    The subscription is successfully upgraded to **Advanced version**.

    <img height="200" src="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=b0ffcca6a2e4a881ef0d406c42fc664f" data-og-width="1645" data-og-height="865" data-path="assets/guides/upgrades/customer-portal-6.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=280&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=6d0d0f0c11c8338fb0a25853ff31cb1d 280w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=560&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=808c94c75182e3cba4d30f6e656c99b1 560w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=840&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=2241c317b23034ed0c9d717aa7f21084 840w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=1100&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=85b6c74a8a7cf61e386746d87ac7b194 1100w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=1650&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=2cfd01d64afa3e6710156a712fa3bca5 1650w, https://mintcdn.com/polar/2bXdXuawAwyvxCIS/assets/guides/upgrades/customer-portal-6.png?w=2500&fit=max&auto=format&n=2bXdXuawAwyvxCIS&q=85&s=e67095fe165f59a8d8ce019c62c74394 2500w" />
  </Step>
</Steps>