> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emby.ai/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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/subscription-page.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=7b2c0425b05d55d07e2fe67529d031d4" data-path="assets/guides/upgrades/subscription-page.png" />
  </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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/open-subscription.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=6dd9048cf85fcef7ad090e8b7e318fe2" data-path="assets/guides/upgrades/open-subscription.png" />
  </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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/upgrade-subscription.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=d1cd3d06b0f996c4cba972b44e948aac" data-path="assets/guides/upgrades/upgrade-subscription.png" />
  </Step>

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

    <img height="200" src="https://mintcdn.com/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/upgraded-successfully.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=fe39fb3a5a2fdf0ccc575926005e41cf" data-path="assets/guides/upgrades/upgraded-successfully.png" />
  </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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/customer-mail-2.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=1a1f3cce3d3983e39362e422ce7275b2" data-path="assets/guides/upgrades/customer-mail-2.png" />
  </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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/customer-portal-1.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=03da80b3a787e92e9df58b847ee1118b" data-path="assets/guides/upgrades/customer-portal-1.png" />
  </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/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/customer-portal-5.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=7d946d06310fb0f9e6b1140a6d13fd88" data-path="assets/guides/upgrades/customer-portal-5.png" />
  </Step>

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

    <img height="200" src="https://mintcdn.com/absolum/01UT7zxG_h6ounVW/assets/guides/upgrades/customer-portal-6.png?fit=max&auto=format&n=01UT7zxG_h6ounVW&q=85&s=282174c7d6662c3b4a60f3a658ad68e1" data-path="assets/guides/upgrades/customer-portal-6.png" />
  </Step>
</Steps>