This document describes the plan switching flow from the customer’s perspective in the WooCommerce My Account portal.

📌 What This Extension Adds: The plan switch UI — the plan selector, proration preview, confirmation modal, and prorated order — are all injected by Subscriptions Pro into the standard WooCommerce My Account subscription view.

Finding the Plan Switch Option #

Customers navigate to My Account → Subscriptions and click on an active subscription. In the subscription detail view, a Change Plan button appears when:

• The plan switching feature is enabled in admin settings
• The customer’s subscription is in active status
• Alternative plans are available to switch to

Plan Selection Interface #

Clicking Change Plan opens a plan selection view showing all available plans with:

• Plan name and description
• Monthly/annual price
• Feature comparison (if configured)
• A Select button for each plan

The current plan is highlighted. Plans are labelled as Upgrade or Downgrade relative to the current plan.

Proration Preview Screen #

After selecting a new plan, the customer sees a proration summary before confirming:

• Switching from: [Current plan name] at [current price]
• Switching to: [New plan name] at [new price]
• Effective date: Immediately (upgrades) or [next renewal date] (downgrades)
• Amount due today: [prorated charge] (or $0.00 for downgrades)
• Next renewal: [date] at [new plan price]

A Confirm Plan Change button and a Go Back link are shown.

Order Creation and Confirmation #

After confirmation:

1. A prorated WooCommerce order is created (for upgrades with positive proration).
2. Payment is collected via the subscription’s stored payment method.
3. The subscription plan record is updated.
4. A plan switch confirmation email is sent containing the new plan details and receipt link.
5. The portal refreshes showing the updated plan name and next renewal amount.

Failed Proration Payment #

If the prorated payment fails, the plan switch is rolled back. The customer sees an error notice and is directed to update their payment method before attempting the switch again.

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## Next Steps

• Customer Portal Overview — Full reference for the customer-facing My Account interface.
• Proration Calculation — Detailed breakdown of how proration amounts are calculated.
• Admin Settings — Configure plan switching and proration settings.