Administration & billing
Change plan
Choose an eligible plan, review the quote, and complete payment.
What this does
Move to another eligible self-service paid plan through a quoted monthly checkout.
Before you start
Use an organization administrator account. Settle any freeze-causing outstanding bills first; private or no-charge negotiated accounts are not self-service.
Steps
- Open Plan & Billing, select Change Plan, and choose a plan other than Current Plan.
- Review Monthly billing estimate and Pay now - prorated activation, including employee count, GST, and Total. If loading fails, use Retry plans or Retry quote.
- Select Continue to payment, review the displayed checkout bill, then select Pay [amount] now and complete checkout.
Result
The current plan and entitlements stay unchanged until successful payment settlement. Cancel closes the plan dialog without applying the selected plan.
Related/Next guide: Review a plan-change quote.