Getting Started Guide

Upgrade / Billing details

Zoho Projects allows you to upgrade to a paid plan in few easy steps. The portal owner is the only person who can upgrade a portal to a paid plan.

Upgrade from Free to Paid Plan

You can upgrade from a free plan to any of the paid plans in Zoho Projects based on your business needs.

To upgrade from a free to paid plan:

  1. In Admin section, click Upgrade/Billing.
  2. Select the desired plan and click UPGRADE.
    choose-plan
  3. In Plan Details, indicate your Payment Duration and choose the required ADD-ONS.
  4. Click Place Order.
    place-order
  5. In Payment Details, specify your card details and billing address.
  6. Click Continue.
    payment-details
  7. In Confirm Order, verify your card details and then click Make Payment to upgrade the plan.
    make-payment
  8. A confirmation message about the upgrade is displayed.
    successful-upgrade

This upgrades your plan to a paid plan and the required amount is automatically transacted from your credit card. In addition, you will receive a purchase mail along with the plan details for your records.

Subscribe for Add-ons

If the plan that you have purchased has no add-ons or if you wish to include additional add-ons, you can easily subscribe for them in Zoho Projects.

To subscribe for add-ons:

  1. In Admin section, click Upgrade/Billing.
  2. Hover over the desired add-on and then click Subscribe Add-on.
    subscribe-addons
  3. Verify the price and click Continue.
    continue-addons
  4. Verify the purchase order and click Confirm to successfully subscribe the add-on.
    confirm-purchase
  5. A confirmation message about subscribing for the add-on is displayed.
    successful-addon

Note:

  • You can also unsubscribe the add-on.
unsubscribe-addon

Upgrade / Downgrade the Subscription Plan

If you're current plan is not enabled with some features that you require, you can upgrade or change your existing plan to another plan in Zoho Projects. You can also downgrade your subscription plan if required.

To upgrade your subscription plan:

  1. In Admin section, click Upgrade/Billing.
  2. Hover over the existing plan and then click Change Plan.
    change-plan
  3. Select the desired plan and click UPGRADE.
    change-upgradeplan
  4. Verify the purchase order and click Confirm to successfully change the plan.
    confirm-changeplan
  5. A confirmation message about the plan change is displayed.
    successful-changeplan

To downgrade your subscription plan:

  1. In Admin section, click Upgrade/Billing.
  2. Hover over the existing plan and then click Change Plan.
    changeplan-downgrade
  3. Select the desired plan and click DOWNGRADE.
    select-downgradeplan
  4. Verify the purchase order and click Confirm to successfully downgrade the plan.
    confirm-downgrade
  5. A confirmation message about the downgrade is displayed.
    successful-downgrade

Change from Monthly to Yearly Plan

You can change your billing plan to suit your business convenience. Zoho Projects allows you to change your monthly subscription plan to yearly plan.

To change from monthly to yearly plan:

  1. In Admin section, click Upgrade/Billing.
  2. Click Change.
    change-monthplan
  3. Verify the payment details and click Continue.
    confirm-yearlyplan
  4. Click Confirm to confirm the payment duration details.
    confirm-paymentduration
  5. A confirmation message about the modified monthly to yearly plan is displayed.
    successful-monthyearplan

Modify Credit Card Details

You can change your credit card details, if required.

To change your credit card details:

  1. In Admin section, click Upgrade/Billing.
  2. Click Settings and then click Billing Details.
    credit-carddetails
  3. In Your Credit Card Number, click Change.
  4. Modify the required credit card details.
    modify-carddetails
  5. Click Save to update the modified credit card details.

Note:

  • You can also modify the billing address.

Cancel the Subscription Plan

You can cancel your subscription plan, if required.

To cancel your subscription plan:

  1. In Admin section, click Upgrade/Billing.
  2. Hover over the existing plan and then click Change Plan.
    changeplan-downgrade
  3. In Free click DOWNGRADE.
    select-downgradeplan
  4. Click Continue to proceed.
    cancel-plan
  5. In Help Us to Improve, indicate your reason for cancellation and then click Confirm Downgrade to cancel the plan.
    help-usimprove
  6. A confirmation message about canceling the plan is displayed.
    succcessful-cancel

Download the Payment Invoice

You can view the payment history and also download the required invoice from Zoho Projects. However, only the portal owner can download the invoice.

To download the invoice:

  1. In Admin section, click Upgrade/Billing.
  2. Click Settings and then click Payment History.
    payment-history
  3. View all the payment accounts.
  4. In Transaction ID column, click the .pdf of the required invoice.
    view-invoice
  5. Click Save File to save the invoice.
    save-pdf
  6. Click OK to download the invoice.

 

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