Learn how to remove a rate plan from a subscription using the Zuora UI and following the necessary steps.

1. Navigate to Customers > Orders.
2. Click Create New Order at the top right. The Create New Order page opens.
3. In the Account field, enter the name of the account that owns the subscription.
   Note: You can enter the account by clicking either the Account Name or the Account Number .

   • If you click Account Name, type part of the account name in the Account field and the filtered accounts can be dynamically listed for your selection.

   • If you click Account Number, type the complete account number.

4. Choose what you want to perform by clicking Amend Subscription.
5. Select either the Subscription Invoiced or Subscription Owned option from the field to list the respective subscriptions.
6. In the Select an existing subscription area, locate the target subscription to which you are to add products by using the Search field.
7. On the target subscription line, click Select in the ACTION column.
8. In the Included Products tab of the Associated subscriptions area, find the target product, and click Remove below the rate plan name.

   

9. In the Remove rate plan window, specify appropriate dates in the Contract effective , Service activation, and Customer acceptance fields for the operation.
10. (Optional): Enter the reason for removing the rate plan in the Change Reason field.
11. Click Continue to review the order.
12. Click Activate to activate the order.