Upgrading your account and add-ons

You can upgrade your Zoom plan at any time. Upgrading means switching from Free to Pro plan or Business plan which requires purchasing licenses depending on your needs and then assigning them to users within your organization. If you upgrade in the middle of the billing period, the account will be credited a pro-rated amount for the time remaining on your existing subscription and you will be charged for the upgrade with the credit applied. 

Notes:

• If the Edit Current Plan option is grayed out, hover over the information icon to understand why you are unable to make self-service adjustments online. If this is due to outstanding invoices, you can view your invoices in the Invoice History tab of the Billing page. If this is due to another reason, contact your dedicated account executive regarding your desired change.
• Starting July 17, 2023, certain account owners and admins will notice a dedicated Plans and Billing section within their ADMIN menu.

This article covers:

• How to upgrade your Zoom account
  • Upgrade your Basic (Free) Zoom account to a Pro or Business plan
  • Upgrade your Pro Plan to a Business plan
• How to change the number of licenses or frequency of payments
• How to purchase an add-on plan

Prerequisites for upgrading your account and add ons

• Account owner or admin privileges

How to upgrade your Zoom account

Through the Zoom web portal, you can upgrade your Zoom account. If you need to upgrade to an Enterprise plan, contact Zoom Sales.

Note: If you are having trouble upgrading your Zoom account, update your Billing information first then your payment method before proceeding with the account upgrade.

Upgrade your Basic (Free) Zoom account to a Pro or Business plan

1. Sign in to the Zoom web portal or create a Zoom account if you do not have one yet. 
2. In the navigation panel, click Account Management, then Billing.
3. In the Current Plan tab, click Upgrade Account.
   
4. In the box of the plan you want to purchase, click Upgrade.
   Note: The Business plan requires a minimum of 10 licenses.
5. Enter the number of licenses you need and select whether you would like to pay monthly or annually.
6. Click Save & Continue to finish upgrading.
7. In the Interested in Other available products window, select other products you would like to purchase or click Skip This Step and Go to Checkout to continue. 
8. Enter the Sold To and Bill To contacts for your account.
9. Select Credit Card or PayPal as the payment method. If using a credit card, input your credit card information. If you receive any errors, please refer to our Billing troubleshooting for more help.
   Note: If the address associated with your payment card is different than the address you have entered as your Billing Contact, uncheck the Same as Bill To Contact box and enter the correct billing address associated with your payment card.
10. Review and check the box to agree to the Terms of Service.
    Note: If you see a suggested alternate address, you can either select to keep the address as you have entered it or select the suggested address provided; either option will allow you to continue
11. Click Upgrade Now to review your Order Summary.
12. Click Confirm to complete your purchase.
    Your purchase is now complete and you will receive confirmation that your account has been upgraded successfully.

Upgrade your Pro Plan to a Business plan

Note: The Business plan requires a minimum of 10 licenses. If you are only wanting to increase the number of participants you can have in a meeting, but do not need the Business plan (with the minimum of 10 licenses), you may want to consider purchasing the Large Meeting add-on instead.

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Account Management, then click Billing.
3. On the Current Plan tab, click Upgrade Account.
4. In the box of the plan you want to upgrade to, click Upgrade.
5. Enter the number of licenses you need and select whether you would like to pay monthly or annually.
6. Click Save & Continue.
7. Review the changes. If correct, click Save & Continue. If you need to change anything, click Edit in the section you would like to change.
8. Click Place Order to complete your purchase.
   You will receive confirmation that your purchase was completed successfully.

Note: If you want to downgrade from a Business plan to a Pro plan, you can do so through the Zoom web portal. Learn more about downgrading from Business to Pro.

How to change the number of licenses or frequency of payments

If you need to add users and must purchase additional licenses, Zoom will pro-rate the new licenses price plan for the remainder of the payment period so that it will renew on the original payment cycle. If you are removing licenses, this change will occur at the end of your subscription term with no refund or credit. You will still have access to those licenses until the end of your subscription term.

Note: If you are removing licenses, make sure you unassign the licenses under Users in User Management. If you are adding licenses, you must assign those licenses to users. Learn more about setting up users.

If you are switching from monthly to annual, Zoom will pro-rate the remaining time on your monthly subscription and credit it towards the annual pricing. If you are changing from annual to monthly, Zoom will pro-rate the remaining time on your annual subscription and apply a credit to your account to be used for the monthly plan. Learn more about monthly and annual plans.

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Account Management, then click Billing.
3. On the Current Plan tab, click Edit Current Plan below to the plan you would like to update.
4. Edit the plan by changing the number of licenses or changing the frequency of the billing cycle (monthly vs. annual).
   Note: When you change the number of licenses, the quantity you select on this page should reflect the total licenses you need on the account, not just the additional licenses you want to purchase. For example, if you have 10 licenses and want to add 2 more, the number reflected on this screen should be 12, not 2. If you click the Shopping Cart icon, you will see the changes reflected in the shopping cart. 
5. Click Save & Continue.
6. Review the changes. If correct, click Save & Continue.
7. Click Place Order to complete your purchase.
   You will receive confirmation that your purchase was completed successfully and an email with the invoice attached.

How to purchase an add-on plan

You can purchase various add-ons in the Interested in Other Available Plans section at the bottom of the Current Plans tab in Billing. You cannot purchase the same add-on with different billing cycles. For example, you cannot purchase a Webinar 500 monthly and a Webinar 500 annually.

Notes:

• When you purchase an add-on, you must assign it to a user.
• 1-month products last exactly one month from the purchase date. When purchasing a monthly product, you will be billed a prorated amount based on your monthly billing cycle. The product will then renew for the full price on your next monthly billing date. 

Follow the steps below to purchase an add-on plan. You can also follow these steps to purchase different licenses of the same add-on, for example, Webinar 500 and Webinar 1000. To do this, you will add the new plan to your cart, instead of editing the existing plan.

1. Sign in to the Zoom web portal.
2. In the navigation panel, click Account Management, then click Billing.
3. On the Current Plan tab, scroll to the Interested in Other Plans section.
4. Click Add to Cart next to the license you would like to purchase. 
5. Enter the number of licenses you need and select whether you would like to pay monthly or annually.
6. Click Save & Continue.
7. Review the changes. If correct, click Save & Continue.
8. Click Place Order to complete your purchase.
   You will receive confirmation that your purchase was completed successfully and an email with the invoice attached.

Note: If you want to upgrade the capacity of an add-on, click Edit Current Plan on your current add-on, and then adjust the capacity. This will give you a pro-rated credit for your previous add-on and charge you a prorated amount for the remainder of the billing cycle for the new add-on.