How to Upgrade a SaaS Plan for a Location in Sparkforge

SaaS Mode billing runs through Stripe. Plan changes happen in one of three places: the SaaS Configurator (agency-wide settings), Manage Client (per-location overrides), or directly inside Stripe (manual plan changes from your side).

Why It Matters

• Revenue: self-serve upgrades let clients move up the moment they hit a limit.
• Billing accuracy: Stripe proration credits or charges the correct amount on plan change.
• Feature control: the new plan's permissions apply as soon as the change takes effect.
• Churn reduction: downgrade reasons and save offers retain at-risk customers.
• Operational clarity: matching Category/Level and Stripe products prevents missing plan options.

Allow All Clients to Change Plans

Note: this setting applies to SaaS accounts created from this point on.

1. Log into your agency account.
2. Open SaaS Configurator.
3. Click the Advanced Settings tab.
4. Enable Allow sub-account admins to upgrade their subscription.
5. Optionally enable Add New Plans Features and Apps Upon Upgrading so feature access lights up immediately.

Allow a Specific Client to Change Plans

1. Log into your agency account.
2. Click Sub-Accounts.
3. For the target sub-account, click the three-dot menu > Manage Client.
4. Enable Allow sub-account admins to upgrade their subscription.
5. Optionally enable Add New Plans Features and Apps Upon Upgrading.

How a Client Self-Upgrades

1. Client logs into the sub-account.
2. Goes to Settings > Company Billing.
3. Clicks Upgrade.
4. Picks the plan, then the Monthly or Annual variant.
5. Clicks Confirm & Pay. Stripe charges them, the new features unlock.

Change a Plan Manually From the Agency Side

You change the plan in Stripe, then update the feature set in Sparkforge.

Find the Stripe Customer

The cleanest path is via an invoice (faster than searching by email):

1. Open Sub-Account > Settings > Company Billing.
2. Click View on any invoice in Billing History and copy the invoice number.
3. Search the invoice number in Stripe and open the invoice.
4. Click the customer email in the Billed to column to land on the customer profile.

Update the Subscription

1. On the customer profile, click the pencil icon to edit the subscription.
2. Remove the current price and add the new plan's price.
3. Decide whether to prorate. Save.

Update Features in Sparkforge

1. In your agency account, go to Accounts and click View Details for the location.
2. Update the accessible features for the new plan.
3. Save.