Upgrade / Billing details

Do you want to upgrade your plan? If it's a yes, just get these easy steps done to upgrade to a paid plan. Not everyone can upgrade a plan, only the portal owner 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. Click your Profile in the upper-right corner of the page.
  2. Select Subscription details to view the pricing details.
  3. Choose a plan according to your business need.
  4. Click Upgrade.
  5. Indicate your Payment Duration and choose the Project Bugs add-on (if required) in PlanDetails
  6. Click Continue
  7. Click Confirm after verifying your order summary in the Review Order.
  8. Enter your card details and billing address in PaymentDetails.
  9. Click MakePayment.
  10. A confirmation message about the upgrade is displayed.

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. Payments are recurring and your credit card will be charged automatically.

 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. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Select Change Plan in the right corner.
  4. Hover over the existing plan and then click Upgrade or Downgrade.
  5. Select the desired plan and click UPGRADE.
  6. Verify the purchase order and click Make Payment to successfully change the plan.
  7. A confirmation message about the plan change is displayed.

Note:

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

To downgrade your subscription plan:

  1. Click your profile in the upper-right corner of the page.
  2. Select Subscription details to view the pricing details.
  3. Click Change Plan in the right corner.
  4. Hover over the existing plan and then click Upgrade / Downgrade Plan.
  5. Select the desired plan and click DOWNGRADE.
  6. Verify the purchase order and click Confirm to successfully downgrade the plan.
  7. A confirmation message about the downgrade is displayed.

 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. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Click Switch to Yearly in the right corner to change your plan to yearly basis. 
  4. Click Make Payment to confirm the payment duration details.
  5. A confirmation message about the modified monthly to yearly plan is displayed.

 Subscribe or Unsubscribe add-ons

You can subscribe and unsubscribe the Project bugs add on.

To subscribe the Project Bugs add on:

  1. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Hover over the grayed out Project Bugs Add-on, and then click Upgrade Add-Ons. 
  4. Click Continue, and then click Make Payment to confirm the subscription plan.
  5. A confirmation message about the successful subscription is displayed.

To unsubscribe the Project Bugs add on:

  1. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Hover over the ProjectBugsAdd-on, and then click Downgrade Add-Ons. 
  4. Click Confirm to unsubscribe.
  5. A confirmation message about the successful cancellation is displayed.

 Modify Credit Card Details

You can change your credit card details if required.

  1. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Hover over the Credit Card in Payment Method and click Change Credit Card.
  4. Modify the required credit card details.
  5. Click Update 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. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Click Change Plan in the right corner.
  4. Hover over the existing plan and then click Upgrade/Downgrade Plan.
  5. Click DOWNGRADE in Free.
  6. Click Continue to downgrade to free plan. 
  7. Enter the reason for cancellation in the Downgrade to Free Edition and then click Downgrade to Free to cancel the plan. 
  8. A confirmation message about canceling the plan is displayed.

 Download the Payment Invoice

You can view the payment history and also download the required invoice from Zoho Projects

  1. Click your Profile in the upper-right corner of the page.
  2. Select Subscriptiondetails to view the pricing details.
  3. Hover over the Payment History and click View Payment History in Recurring On
  4. View all the payment accounts.
  5. Click to download the .pdf of the required invoice in the Invoice column.