Create Deal with upgrade current MRR (with negative old line item)

[phtheref]

Hi!

Sorry but cannot make better topic for this 😉

I am not sure is it possible to create deals with line items with negative amount or price? This is needed when customer is upgrading current MRR product for better one and at the same time give correct information to billing department. For example:

Customer is paying currently for product A 100 € / month.

They are upgrading to the product B which costs 150 € / month.

There should be deal with line items:

Product B 150 € / month
Product A - 100 € / month
Net value is 50 € / month

But because there is new and old products - then billing understand that there was upselling situation rather than create line item with Product B with price 50 € / month. How we can handle this?

[phtheref]

What platform are you using to send out the contract? - Doesn't matter

What platform are you using to notify billing? Doesn't matter

Is the sale / upgrade completed by a human or automation? By human

Only problem here is that when sales deal is closed won - it eventually goes to the billing pipeline. In this case when deal is upselling deal we cannot (if I have understood right) mark current product line item with negative amount (price or pieces) and new (upselling line item) it is difficult realize and need manual note for deal what actually sold and creates big possibility for misunderstanding. This is purely Hubspot problem.

[JonPayne]

Hi @phtheref Maybe I can help with a bit more info... 

What platform are you using to send out the contract?

What platform are you using to notify billing?

Is the sale / upgrade completed by a human or automation?

Hopefully I can help! 🙂 

[sharonlicari]

Hey @phtheref 

Thank you for reaching out. 

I'll invite a few experts from the Community that might be able to add some other recommendations. 

Hey @JonPayne @HubDoPete @FBuguet  what would you advise in this case?

Thanks

Sharon

[phtheref]

I think this is not special case! It should be (when selling SaaS servicies) in our backbone that upselling is one of the key element (which is something that HS also pushing its clients). Off course we need that CRM support that also...