In this article, we will discuss how to amend a subscription in Turnstile. Common use cases for subscription amendments are:
Changing a product price in the next billing period.
Adding or removing a product in the next billing period.
Extending or reducing contract length.
When amending a subscription, you can update the following areas:
Subscription start date
Pricing terms
Billing
Terms and conditions
An amendment cannot update the following:
Currency: An amendment always uses the subscription’s original currency. The Select currency icon is disabled on the amendment details page and on the amendment quote. To bill in a different currency, see Change the currency of a subscription you are amending.
Billing takeover date: This is the date Turnstile begins generating invoices for a subscription added from an existing contract. To change it, contact Turnstile Support.
Amend a subscription
There are two ways to amend a subscription:
Amend with quote: Creates a quote for the proposed changes that requires customer review and e-signature before the subscription is updated.
Amend subscription directly: Updates the subscription immediately without creating a quote or requiring a customer signature.
Amend subscription with a quote
Access a customer's subscription(s) from Customers > All customers by selecting the customer.
On the customer page, find the subscription and click Manage > Amend.
Select Amend with quote.
Select your amendment effective date and click Create amendment.
The listed dates come from the subscription’s invoice schedule. The first upcoming date is labeled Next invoice.
To use a date that is not listed, click Select custom date and choose a date from the calendar.
A custom date that does not match an invoice date may create a prorated charge for the partial period of service.
Some dates may be unavailable. See Why some amendment effective dates are unavailable for more information.
Make your desired changes on the amendment details page.
Click Next: Create quote and edit quote details as needed. Available quote edits are:
Offer valid thru date.
Contacts.
Contractual language.
Signers.
Click Review & send and work through the review steps. You will:
Review subscription terms, including a side-by-side comparison of the original and amended subscription with changes highlighted.
Review billing.
Review quote acceptance and delivery. E-signature is the only method for a customer to accept an amendment created by quote.
Review quote.
Click Send quote or Publish quote, depending on the delivery method you chose.
Note: Each step of the review and send quote process will have a Return to quote and/or Edit amendment button(s) if you need to make additional changes prior to sending the amendment quote.
Once both parties have signed, the amended subscription will be reflected on the customer page. This amendment is also added to View contract as a new, separate version.
Amend subscription without sending a quote
Access a customer's subscription(s) from Customers > All customers by selecting the customer.
On the customer page, find the subscription and click Manage > Amend.
Select Amend subscription directly.
Select your amendment effective date and click Create amendment.
The listed dates come from the subscription’s invoice schedule. The first upcoming date is labeled Next invoice.
To use a date that is not listed, click Select custom date and choose a date from the calendar.
A custom date that does not match an invoice date may create a prorated charge for the partial period of service.
Some dates may be unavailable. See Why some amendment effective dates are unavailable for more information.
Make your desired changes on the amendment details page.
Click Review & confirm and work through the review steps. You will:
Review subscription terms, including a side-by-side comparison of the original and amended subscription with changes highlighted.
Review billing.
Click Confirm amendment to apply your changes.
Note: If you need to make any changes during review, click Edit amendment.
Once confirmed, the amended subscription will be updated on the customer page.
Why some amendment effective dates are unavailable
When you choose an amendment effective date, Turnstile limits which dates you can select. There are two reasons a date may be unavailable.
Dates before Turnstile began billing: If the subscription was added from an existing contract with a billing takeover date, you cannot choose an effective date earlier than that takeover date.
To check the takeover date, look at the first row of the date list. It shows the takeover date with the label Turnstile begins billing.
Dates covered by imported invoices: If invoices from another billing system were imported as records for this subscription, the dates those invoices cover are grayed out and labeled Covered by imported invoices. A Some dates are unavailable message shows the earliest date the amendment can take effect.
Imported invoices cannot be changed in Turnstile.
If you see Amendment dates can’t be determined, an imported invoice is missing its service period end date.
How proration applies to amendments
An amendment can create a prorated adjustment if it takes effect partway through a service period. Turnstile does not silently rewrite the original charge; it adds a separate line item for the difference, dated to the day the amendment takes effect.
How much is prorated depends on the pricing type and your proration setting. See Set and manage invoice proration to configure proration, and How a prorated charge is calculated for how the adjustment is calculated and how it appears on your invoice.
How amendments appear under view contract on the customer page
On the customer page, the View contract area for subscriptions lists a separate version for the original contract, plus any amendment that has a signed or uploaded document attached to it. Whether an amendment gets a document depends on which method you used:
Amend with quote amendments receive a signed document automatically once the customer completes e-signature, so they always appear as a new version.
Amend subscription directly amendments do not produce a document, so they do not appear as a separate version, even though the subscription's terms have changed.