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.

  1. In Home, click Upgrade/Billing.
  2. Select the desired plan and click UPGRADE.
    choose-plan
  3. In Plan Details, indicate your Payment Duration and if required, choose the Project Bugs add-on.
  4. Click Place Order.
    place-order
  5. In Review Order, verify your order summary, and then click Confirm Order.
  6. In Payment Details, specify your card details and billing address and then click Make Payment.
    payment-details
  7. 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.

Upgrade or Downgrade the subscription plan

If your 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 enable features such as Pages and Chat you must upgrade your plan to Premium or Enterprise. If you are currently in the Express plan, you must upgrade to our Premium or Enterprise plan to use Pages and Chat

To upgrade your subscription plan:

  1. In Home, 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

Note:

  • You can hover the mouse over Project Bugs and click the Unsubscribe Add-on link, to unsubscribe the Project Bugs add-on, if you wish.

To downgrade your subscription plan:

  1. In Home, 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.

  1. In Home, 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

Subscribe or Unsubscribe add ons

You can subscribe and unsubscribe the Project bugs add on.

To subscribe the Project Bugs add on:

  1. In Home, click Upgrade/Billing.
  2. Hover over the grayed out Project Bugs add on, and then click Subscribe Add-on.
    Subscribe
  3. Click Continue, and then click Confirm to confirm the subscription plan.
    Subscribe-addon
  4. A confirmation message about the successful subscription is displayed.
    subscribe-message

To unsubscribe the Project Bugs add on:

  1. In Home, click Upgrade/Billing.
    bugs-unsubscribe
  2. Hover over the Project Bugs add on, and then click Unsubscribe Add-on.
    confirm-unsubscribe
  3. Click Unsubscribe to confirm.
    unsubscribe-message
  4. A confirmation message about the successful cancellation is displayed.

Modify Credit Card Details

You can change your credit card details, if required.

  1. In Home, click Upgrade/Billing.
  2. Click Settings and then click Billing Details.
    settings
  3. In Your Credit Card Number, click Change Card.
  4. Modify the required credit card details.
    modify-carddetails
  5. Click Continue 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.

  1. In Home, 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 cancel.
    continue-cancel
  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.

  1. In Home, click Upgrade/Billing.
  2. Click Settings and then click Payment History.
    settings
  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.

Top