1. Add User Licenses and Add-ons
   
2. Reduce User Licenses and Add-ons
3. Update your Payment Method and Billing Details
   
4. Add Email Recipients
   
5. View your Transaction History

Notes

1. If you have chosen the monthly subscription, you have the option to switch to the yearly plan. You'll see the amount displayed, based on what you've selected. Pay through Credit Card or PayPal.
   
2. To manage your CRM Plus subscription, access the Admin Panel, navigate to the Organization or the Subscription Information page, and click Billing.
   

Add User Licenses

To add a user license

1. Click the User icon () displayed in the upper-right corner of the page. Click Manage Billings in the Subscription section from the sliding panel. You'll see the Subscription Details page.
   
2. Click Manage Users/Add-Ons.
   
   
3. Specify the No. of Units from the drop down list for the Items.
   
   
4. Confirm the order and click Make Payment. Once the payment is processed, a message will appear that the new users have been successfully added.
   
5. Click Go to Dashboard to return to the Subscription Details page.

Note

1. If the currency used for payment is INR, the GST amount will be included in your total amount and displayed in the Confirm Order pop-up window.
   

Reduce User Licenses

To reduce the number of user licenses in your subscription

1. Click Manage Users/Add-Ons in the Subscription Details page.
   
   
2. Specify the No. of Units you want to reduce for the Items.
   
   
3. Click Confirm. You will be notified that your user licenses have been successfully reduced.
4. Click Go to Dashboard to return to the Subscription Details page.

Update your Payment Method and Billing Details

1. Navigate to the Subscription Details page.
   
2. Click Your Store Details on the upper-right corner of the page.
   
   
3. Select Payment Method from the dropdown menu. The Payment Method tab will be automatically selected, with the payment details displayed in the Billing Details page.
   
   
4. Click Change. The Change Payment Method window will appear.
   
   
5. You have two options for payment:
   
1. To pay with a Credit Card, enter your card details and click Update.
   
2. To pay with PayPal, switch to the PayPal tab and click Continue to go to the PayPal Login page. After you've entered your PayPal account information and logged in, click OK to return to the Billing Details page.
   
   
6. A confirmation message will appear to let you know that your Credit Card or Paypal details have been updated.
   
7. Click OK to return to the Subscription Details page.
   

1. Navigate to Subscription Details page.
   
2. Click Your Store Details on the upper-right corner of the page.
   
3. Select Payment Method from the dropdown menu. The Payment Method tab will be automatically selected with the payment details displayed in the Billing Details page.
   
   
4. Click View Subscriptions.
   
5. Click () to return to the Billing Details page.
   

1. Navigate to the Subscription Details page.
   
2. Click Your Store Details on the upper-right corner of the page.
   
3. Select Billing Details from the dropdown menu. The Billing Address & Other Info tab will be automatically selected with the address details displayed in the Billing Details page. You can also click the Billing Address & Other Info tab directly in the Billing Details page to view and update your billing address.
   
   
4. Click Change.
   
   
5. Make your changes and click Update. You'll see a message that your billing address has been updated successfully.
   

Add Email Recipients

1. Click Your Store Details on the upper-right corner of the Subscription Details page.
   
2. Select Email Recipients from the dropdown menu. The Email Recipients tab will be automatically selected with the recipient's name, email address, product, and action displayed in the Billing Details page. You can also click the Email Recipients tab directly in the Billing Details page to add email recipients.
   
   
3. Click Add Recipient. Enter the name and email address of a recipient. Click the plus sign () to add more email recipients, if needed.
   
   
4. Specify whether you want to email the recipients for all products or only for specific products by clicking the appropriate tab.
   
5. Click the drop-down list and select the corresponding check box to specify whether you want to send only purchase notifications, or invoices, or both to the recipients.
   
6. Click Add. You'll see the Confirm Recipients pop-up window.
   
   
7. Select the check box to send subscription-related emails to the recipients if required, and click Confirm. You'll see a message that the email recipients have been added successfully. The email recipients' details are displayed in the Billing Details page.
   
   

Note

1. You can click the Delete icon () corresponding to the recipient's name in the Billing Details page to delete a recipient from the list.
   

View your Transaction History

To view your Zoho CRM Plus account transactions

1. Navigate to the Subscription Details page.
   
2. Click Your Store Details on the upper-right corner of the page.
   
3. Select Transaction History from the dropdown menu.
   
   
4. Click PDF to the right of a transaction to download the invoice for viewing or printing.

Notes

1. Choose a relevant option from the drop-down list to view all transaction history details or view them based on transaction types such as purchases, upgrades, renewals, or downgrades.
   
2. Select Filter By Period from the drop-down list to view transaction history details for a specific date range.