Guide
Update a customer's plan
- Open Customers and find the account.
- Choose Change plan, then Business, annual.
- Click Save customer.
PDF, Word, Markdown, HTML or a branded link.
One recording. Three documents.
Guides and bug reports work today. Test export is coming.
Bug report
PEX-212 Save fails on annual plan console TypeError: plan.price is undefined network POST /api/customers/4821 500 browser Chrome 141, macOS, 1440×900 pii scrubbed (low)
Markdown with console and network logs. Tracker sync is coming.
Test
test('update plan', async ({ page }) => {
await page.getByRole('link', { name: 'Customers' }).click();
await page.getByRole('button', { name: 'Change plan' }).click();
await page.getByText('Business, annual').click();
await page.getByRole('button', { name: 'Save customer' }).click();
});
Playwright or Cypress export is planned.