Zoho billing logo Help Docs
/

Manage Your Account

Upgrade Your Plan

When you sign up for Zoho Billing, you’ll get a 14-day free trial that lets you explore different paid plans. You can explore the features available in the plan. Once the trial period expires, you’ll have to subscribe to a paid plan to continue using Zoho Billing.

After subscribing to a plan, you can upgrade to a higher plan at any time by paying the difference in price. Here’s how:

  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • Click Change Plan in the top-right corner and you will be redirected to the Zoho Store page.

Note: Plans can be selected on a Monthly or Yearly basis.

  • In the Subscription Details page, click Change Plan.
  • Select Upgrade under the higher plan to which you want to upgrade.
  • Verify your plan details before proceeding to make the payment.
  • Click Make Payment.

On successful payment, your organization will be switched to the corresponding plan that you’ve selected.

Note: The payment you make will be for a single organization in Zoho Billing. If you have multiple organizations, you'll have to upgrade each of them separately to the paid plan.

Downgrade Your Plan

Note:
  • Once you downgrade your plan, the price difference will not be refunded.
  • You cannot downgrade if you have already reached the usage limit of any feature.

To downgrade your subscription:

  • Log in to your Zoho Billing organization.
  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • Click Change Plan in the top right corner and you will be redirected to the Zoho Store page.
  • In the Subscription Details page, click Change Plan.
  • Select the plan you want to downgrade to by clicking Downgrade under the plan name.
  • Click Yes, Proceed With Downgrade.

Your organization will be downgraded to the corresponding plan that you’ve selected.

Cancel Your Subscription

You can cancel your Zoho Billing subscription if you want to stop using Zoho Billing. Once you cancel, all your data in Zoho Billing will remain in the read-only mode, from where you’ll be able to view the data but not perform any actions on it.

To cancel your plan:

  • Log in to your Zoho Billing organization.
  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • Click Change Plan in the top right corner and you will be redirected to the Zoho Store page.
  • In the Subscription Details page, click Cancel Subsbcription.
  • Check Downgrade automatically at the end of the current billing cycle to cancel your subscription when the billing cycle ends, or uncheck it to cancel it immediately.
  • Click Move to Free Edition.
Note: If you partially cancel your subscription, read our refund policy to know how refunds are processed after cancellation.
Was this document helpful?
Yes
No

Thank you for your feedback!

ON THIS PAGE