Proration preview
Show the exact credit and charge before the subscriber or agent confirms.
Proration
Plan changes without making subscribers guess
A subscriber upgrades from Starter to Pro on day 18 of a 30-day cycle. Gruv shows the exact credit and new charge before anyone clicks confirm.
Preview adjustmentsUpgrade and downgrade policiesCredit tracking
Plan changeacme-coffee.co · mid-cycle
From
Growth · $49/mo
switched · Oct 15
→
To
Scale · $249/mo
effective · Oct 15
Oct 1Billing periodOct 31
14 days used on Growth16 days remaining on Scale
Growth · Oct 15–31 (16 days)-$26.13
Scale · Oct 15–31 (16 days)+$128.52
Credit carried over-$12.00
Due today
$90.39
How it works
Where plan changes get expensive
Subscribers see a charge they did not expect
A customer upgrades mid-cycle and gets billed the full new price. No credit for the unused days. They file a dispute within the hour.
Support does the math in a spreadsheet
Every plan change ticket turns into a manual calculation: days remaining, credit amount, new charge. Your support team becomes a billing calculator.
Credits disappear at month-end
A subscriber downgraded on the 10th. Finance cannot find the unused-time credit. Month-end reconciliation takes an extra day.
Every plan has a different proration rule
Enterprise upgrades apply immediately. Self-serve downgrades apply at renewal. Annual plans prorate differently from monthly. Nobody documented it.
Plan changes around preview and policy
Your subscriber or support agent sees the exact financial impact before confirming. Credits, charges, and adjustments flow into the invoice automatically.
Preview the impact before confirming
"Upgrading to Pro gives you a $24 credit for unused Starter days and charges $49 for Pro through the end of the cycle." Clear for the subscriber and the agent.
Upgrade policies per plan
Enterprise upgrades bill immediately. Self-serve upgrades create an adjustment on the next invoice. You set the rule per plan.
Downgrade credits tracked cleanly
A subscriber downgrades on day 10. The unused 20 days of the Pro plan become a credit. Finance sees it on the invoice trail.
Capabilities
What plan-change teams need
Upgrade handling
Bill immediately, adjust on the next invoice, or defer. Configurable per plan.
Downgrade credits
Unused days become a tracked credit. Finance sees it on the invoice trail.
Policy controls
Immediate, deferred, or no-proration. Set the rule per plan, segment, or contract type.
How it works
From plan change to reconciled adjustment
Proration change control
Your finance ops team previews the exact upgrade or downgrade math before applying. The credit and charge attach to the invoice trail automatically.
More in Subscriptions
Related capabilities on the same workflow
Recurring Billing
Gruv automates recurring billing with predictable invoice timing, saved payment methods, and real-time charge status for
Pricing Models
Gruv lets your pricing team launch flat, tiered, volume, and usage-based plans from the dashboard, no engineering deploy
Lifecycle Management
Gruv tracks every subscription from trial to cancellation with clear state transitions, pause controls, and a timestampe
Frequently Asked Questions
How does Gruv calculate proration?+
Unused days on the current plan become a credit. Remaining days on the new plan become a charge. Both appear as preview line items before the subscriber or agent confirms.
Can we disable proration for certain plans?+
Yes. Set immediate, deferred, or no-proration per plan, segment, or contract type. Annual enterprise plans often skip proration. Monthly self-serve plans prorate by default.
What happens to credits from a downgrade?+
Unused-time credits carry forward and apply to the next invoice. Your finance team sees them in the invoice trail alongside the plan-change event.
Can subscribers preview the impact before confirming?+
Yes. The preview shows the exact credit, charge, and net impact. Subscribers see it in the self-serve portal. Agents see it in the dashboard.
What does Gruv AI do across these features?+
Gruv AI automates payout routing, compliance gates, exception triage, and the Ask Gruv AI workspace. Every feature shares the same AI layer, so rules, holds, and reconciliation stay consistent.
Can I start with one feature and add more later?+
Yes. Gruv is modular. Start with one workflow and expand to additional modules as your needs grow.
How do I connect Gruv to our existing systems?+
Connect through APIs and webhooks, or start with file imports and exports for a fast evaluation. Email ingestion works for lightweight backfills.
What determines coverage, methods, and timelines?+
Coverage, methods, and timelines vary by market and are subject to compliance and policy checks. Confirm your target corridors and payout methods during evaluation.
Is this tax or legal advice?+
No. Tax and compliance features vary by jurisdiction and customer configuration. This content is for informational purposes and is not tax or legal advice.
Simplify plan changes.
A subscriber upgrades from Starter to Pro on day 18 of a 30-day cycle. Gruv shows the exact credit and new charge before anyone clicks confirm.
Many teams start with a narrow launch in weeks.