In Chargify (Maxio):

• Upgrade their version if applicable (Personal version no longer exists)

• If no subscription exists, create a new customer and subscription

  • If one already exists as ‘Canceled’, create a new subscription but you can use the existing contact for the new one and leave the canceled subscription as canceled.

• Create ‘Catch Up’ Fee as a customization charge
  Note: Charge unpaid months as business version if they were personal version.

  • You’ll want to create a new subscription and then add this new subscription to the existing customer (client)

    • Quick Actions -> Create subscription

    • Step 1 -> ‘Select an Existing Customer’ – find the client and select them

      • Leave Collection Method - Default

      • Leave Payment Method blank so they enter their preferred payment method

      • Send Statement Emails – Default

      • First Billing Date – Default (Immediately)

    • Step 2 -> Select a Product – Customization Fee

    • Finish by clicking ‘Create Subscription’

  • Once the new subscription is created, you’ll be taken to this new subscription’s page.

    • Go to Components à Search ‘Customization’ and using the three-dot icon choose ‘Update Quantity’

    • For the Quantity field, enter the number correlated to the dollar amount, as noted $1 per unit.

    • Prorate Options:
      - Charge the full amount of the difference in quantity
      - Charge immediately
      - Leave the charges on the subscription to pay for at renewal
      - Do Not Credit
      Memo: Write a description that outlines the customization charge.

    • Finish by clicking ‘Update’

    • By going to the Summary screen, you’ll note the balance reflects a dollar amount previously entered as the $1 per unit fee number.

  • Note: This new subscription will be available when the client views their subscription link. Subscriptions are separated, so they’ll need to enter payment methods for each subscription charge.

• Create One-time Restoration fee of $200 as a customization charge

  • Repeat steps outlined for the ‘Catch Up’ Customization Charge above

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In Bryt Admin: 

• If applicable - Change their version to business if it was changed

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In Salesforce: 

• If applicable - Change their version to business

• If applicable - Change their MRR