Plans and Pricing
When you sign up for Zoho ERP, you’ll receive a 14-day free trial that allows you to explore all available features. During this period, you can try out the functionalities and switch to the paid plan based on your business needs. Once the trial expires, you must either subscribe to the paid plan to continue using Zoho ERP or switch to the free plan.
To subscribe to a plan in Zoho ERP,
- Log in to your Zoho ERP organization.
- Click Upgrade in the top right corner of the page. (or)
- Go to Settings.
- Select Manage Subscription under Organization.
- Click Upgrade Plan in the top right corner.
- You’ll be redirected to Zoho Store. Select the required plan by clicking the Upgrade button.
Note: The payment you make will be for a single organization in Zoho ERP. If you have multiple organizations, you’ll have to upgrade each of them separately to the paid plan.
Update Cards & Address Details
Users can update the payment and billing address details from the Zoho Store page.
Update Card Details
To update the card details which you choose to save in Zoho ERP:
- Log in to your Zoho ERP organization.
- Go to Settings.
- Select Manage Subscription under Organization.
- Click Upgrade Plan in the top right corner.
- You’ll be redirected to Zoho Store. Click Your Store Details in the top right corner of the page.
- Select Payment Method from the dropdown.
- Click Change. Make the necessary changes.
- Click Update to save the changes.
Update Billing Address Details
To update the billing address details which you choose to save in Zoho ERP:
- Log in to your Zoho ERP organization.
- Go to Settings.
- Select Manage Subscription under Organization.
- You’ll be redirected to Zoho Store. Click Your Store Details in the top right corner of the page.
- Select Billing Details from the dropdown.
- Click Change. Make the necessary changes.
- Click Update to save the changes.
Payment History
All the payments that you make for your subscription can be viewed in the Payment History section. To view all your transactions,
- Go to Settings on the top right corner of the page.
- Select Manage Subscription under Organization.
- Click Your Store Details in the top right corner of the page.
- Select Transaction History from the dropdown.
- View all your transactions along with the Date, Type and Amount Paid.
- Click the PDF icon next to the respective transaction, the View and Download options will be listed.
- Select View to view the PDF of your transaction. (or)
- Select Download to download the PDF of the transaction.
Filter Your Transactions
Filter your transactions based on the Purchases, Upgrades, Renewals and the Downgrades of your subscription. You can also filter your transaction based on the period. To apply filters to the transactions,
- Click the All drop-down below Transaction History and select the filter to be applied.
- To filter your transactions for a certain period, click Filter by Period and select the period of your choice.
- Set the Start Date and End Date.
- Select the transaction type from the Show dropdown.
- Click Apply Filter to filter the transactions.
- The search bar in the top right corner allows you to search and view transactions based on the Product/Transaction ID. Enter the ID and click search icon to view the matching records.