Need to change what a subscription bills for — different products, quantities, or pricing? In Cornerspot, a subscription's line items, taxes, and discounts are locked once it's created. There's no in-place "change plan" screen for them; the supported way to upgrade, downgrade, or restructure is to cancel the existing subscription and create a replacement. This guide walks through that approach.
What you can and can't change after creation
Open the subscription's detail page and click Edit plan. The edit form shows a lock banner that spells out the rule:
Items, taxes, and discounts can't be changed after creation. To restructure this subscription, cancel it and create a new one.
- You can change in place: the Description, the Term (months), and the Auto-renew at term end and Auto-finalize generated invoices toggles. Make those edits and click Save Changes — no cancel-and-recreate needed.
- You can't change in place: the line items (the products or custom lines it charges for), their quantities and prices, and any taxes or discounts. Changing those means restructuring — cancel and recreate.
How to restructure a subscription
To change what the subscription bills for, follow this two-part flow: wind the current subscription down, then create the new one.
1. Open the subscription and click “Edit plan”
From the subscription's detail page, click Edit plan to confirm exactly which fields are editable. If all you need is a description, term, or toggle change, do it here and save. If you need to change the products, quantities, taxes, or discounts, continue with the cancel-and-recreate flow below.
2. Cancel the current subscription (at period end is recommended)
Back on the detail page, click Cancel at period end so the old plan keeps running through the period the customer has already paid for — no coverage gap. Confirm with Schedule cancellation; the subscription stays active until the end of the current period and then cancels automatically. The button then reads Cancellation scheduled.
If you need the change to take effect right away instead of next period, use Cancel immediately in the Advanced section instead — but note this can leave a short gap and the customer loses the remainder of the period they paid for.
3. Create the replacement subscription
Create a new subscription for the same customer with the updated products, quantities, and pricing — exactly as you would any new subscription (open Subscriptions, click New Subscription, choose the customer, set the billing schedule, and add the new line items). Set its Starts on date so the new plan begins right when the old one ends, and the customer transitions cleanly from the old plan to the new one.
Scheduling the change: now vs. next period
- For the next period (recommended): cancel the old subscription at period end and start the replacement on the same date. The customer keeps service through the period they've paid for, and the new pricing takes effect cleanly at the boundary.
- Right away: cancel the old subscription immediately and start the replacement today. Use this when the change must apply now; existing invoices stay in place.
Tips
- For an upgrade or downgrade that only changes a product or its price, cancel-and-recreate is the supported path — the line-item pricing is snapshotted at creation, so editing it in place isn't possible.
- Prefer Cancel at period end over immediate cancellation when winding down a real plan, so historical invoices and reporting stay accurate and the customer isn't cut off mid-period.
- Only active or trialing subscriptions can be edited or cancelled at period end; cancelled, expired, paused, and past-due subscriptions can't be restructured this way.