How to Upgrade an existing in Zoom App

This post was most recently updated on July 29th, 2022

Upgrading your account and add-ons

The Zoom plan can be upgraded at any time and at no extra cost to you. A pro-rated amount will be credited to the account for the time remaining on your existing subscription, and you will then be charged for the upgrade plus the credit. If you upgrade in the middle of a billing period, the credit will be applied to the account for the time remaining on your existing subscription. When you add a new license or add-on to a user, you must assign it to them through the Users tab in the User Management window.

Note:

It is possible to make an adjustment by using the self-service option even if it is grayed out; just hover over the information icon to find out why you are not able to make the adjustment by using self-service. In order to view your outstanding invoices, please use the Invoice History tab on the Billing page of the website if you believe this is due to an outstanding invoice. You are welcome to contact your dedicated account representative if the reason for the change is due to another factor.

  • How to adjust your account plan

Zoom offers the possibility to upgrade from its Pro plan to its Business plan or to upgrade your add-ons through the Zoom web portal. Should you require an Enterprise plan upgrade, please get in touch with Zoom Sales.

Note:

A minimum of ten licenses is required under the Business plan. It is strongly advised that you purchase the Large Meeting add-on if you are simply looking to increase the number of participants you can have at meetings, but are not looking to purchase the Business plan (which essentially requires you to purchase a minimum of 10 licenses). The Large Meeting add-on can be viewed through the navigation panel by selecting Billing, followed by Current Plans.

Upgrading from a Pro plan to a Business plan

  1. Log in to the Zoom web portal by entering your email address and password.
  2. Then click on Account Management and then click Billing from the left navigation panel.
  3. You can then click Upgrade Account from the Current Plan tab.
  4. You can then select Business as your plan type.
    We recommend contacting Zoom Sales if you would like to upgrade to a Enterprise plan.
  5. If you choose to pay monthly, you will need to enter the number of licenses you need and choose whether you wish to pay annually or monthly.
  6. Then click on Save and Continue.
  7. The changes will be reviewed. Click on Save & Continue if you are satisfied with the changes. You can edit the section you would like to change by clicking Edit in the section you wish to modify.
  8. Once you have completed the purchase, click Place Order to proceed.
    After a successful purchase has been completed, you will receive a confirmation email.

Note:

In case you decide you do not want to upgrade from the Business plan to the Pro plan at any point, you are able to do so via the Zoom website portal. For more information about downgrading from Business to Pro, please click here.

Changing the number of licenses or frequency of payments

The new license price plan will be pro-rated for the remainder of the payment period if you need to add users and you must purchase licenses for those additional users, so that your Zoom subscription will renew according to the agreed upon payment period. You are not eligible for a refund or credit if you remove licenses from your subscription after the expiration of your term. The subscription licenses associated with those products will still be available to you until the end of your subscription term.

Note:

During the process of removing a license, make sure that the User Management tab under Users is unassigned to the license you are removing. The licenses you add must be assigned to the users if you plan to add new licenses. Click here for more information about setting up users.

In the event you choose to switch from a monthly to an annual subscription, Zoom will prorate how long you have left on your monthly subscription, and credit it towards your annual fee. When switching from an annual subscription to a monthly plan, Zoom will prorate the remaining time on your annual subscription and credit your account with a credit you can use to begin your new monthly subscription. Find out more about Zoom’s monthly and annual plans.

  1. Log into the Zoom website.
  2. Click on Account Management in the navigation bar, then select Billing in the Billing section.
  3. Using the Current Plan tab, select the current plan that you wish to change. Then, click Edit Current Plan at the bottom.
  4. By changing the frequency of billing (monthly vs. annual) or by changing the number of licenses, you can edit the plan.
    Note:
  5.  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. This screen should reflect the number 12 reflected on it, instead of 2, for example, if you have 10 licenses and you want to add 2. You can view your shopping cart by clicking the Shopping Cart icon in the top left corner. This will show you the changes you made.
  6. Once you have saved and continued, you will see the changes.
  7. Take a look at the changes. When you are satisfied, click Save & Continue.
  8. Once you have completed your purchase, click Place Order to complete it.
    Upon successful completion of your purchase, you will receive a confirmation email and an attached invoice explaining all the details of your purchase.

How to purchase an add-on plan

At the bottom of the Current Plans tab in Billing, there is a section titled Interested in Other Available Plans where you can purchase various add-ons. It is unclear whether an add-on can be purchased in different billing cycles. The purchase of a Webinar 500 Annual license cannot be purchased at the same time as a Webinar 500 Monthly license.

Note:

Products with a 1-month duration will be valid from the date of purchase for precisely one month. The amount you will be charged for a monthly product will be prorated according to the billing cycle of the product. Your next monthly billing date is when your subscription will automatically renew for the full price.

You can purchase an add-on plan by following the steps outlined below. Additionally, you may also follow these steps if you want to purchase more than one license for the same add-on, for instance, purchase a license for both Webinar 500 and Webinar 1000. Rather than editing the existing plan, you will add the new plan to your cart instead of editing the existing plan.

  1. Log in to the Zoom web portal by entering your username and password.
  2. Once you have logged in, choose Account Management from the navigation panel, then choose Billing from the menu.
  3. You can find the Interested in Other Plans section on the Current Plan tab by scrolling down.
  4. To add a license to your cart, click Add to Cart just above the license you want to buy.
  5. The first step is to enter the number of licenses you require and to choose whether to pay monthly or annually.
  6. Click Save & Continue to continue.
  7. Review your changes and click Save & Continue to continue. After you have reviewed your changes, you should click Save & Continue to continue.
  8. After you have completed your purchase, you should click Place Order.
    Your order has been successfully completed and you will receive an email with the attached invoice confirming your order was successful.

Note:

You can boost the capacity of an add-on by clicking on the Edit Current Plan link that appears on each add-on that you currently have, and then adjusting the capacity of the add-on. It is going to result in you being given a prorated credit for your previous add-on, and a prorated charge for the new add-on for the remainder of the billing cycle.