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How to Upgrade or Downgrade an Active Plan

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To update the subscription, follow the given steps.

  1. Go to the Admin Center page.
  2. Click the Billing and Subscription option to open the billing and subscription portal.

admin-portal-bolddesk-subscription-module-payment.png

  1. On the active subscription page, click the Change Plan option. The change plan dialog will be shown.

active-pro-subscription-change-plan.png

  1. Select the desired plan and click Continue to choose the billing cycle.

change-plan-pro-to-business-yearly-choose-plan-section.png

  1. Select the desired billing cycle and click Continue.

change-plan-pro-to-business-yearly-update-plan-section.png

  1. Review the following details in the summary section and click the Update button.
  • Subscription – This amount will be deducted from the next billing cycle for the subscription.
  • Total due today – This is the prorated amount for the subscription updates for the remaining period of the current cycle which will be deducted immediately.
  • Payment card – Today’s due amount will be deducted from this card.

change-plan-pro-to-business-yearly-summary-section.png

For detailed information, check out this video:

Note:

  • Plan, agent downgrades, and billing cycle changes will be reflected in the next billing date.
If the default card has 3D secure enabled, then you will be asked to complete an additional verification step with the card issuer to process the payment. A popup will be shown with an authentication page on the card’s bank’s website and requires you to enter a password associated with the card or a code sent to your phone.

change-plan-3d-authentication-section.png

If the subscription plan is upgraded and today’s due payment is authorized, the subscription change will be applied immediately.

active-business-subscription-change-plan-success.png

If the subscription plan is downgraded, or the billing cycle changes, it will be reflected in the next billing date.

active-business-subscription-change-plan-schduled.png

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