Upgrading or changing your plan

When you can change

Plans are changed inside a paid period, by a company admin, under Company settings › Plan & billing › Change plan. During a trial there is nothing to change yet: you choose the plan when you pay, from the banner. A plan with a price agreed with BMexa is changed by BMexa.

Change plan lists the public plans for your type of company on the Monthly or Yearly cycle. Each card says what will happen if you pick it.

A bigger plan (upgrade)

1. Pick the Billing cycle and find the plan. An upgrade card shows the sums: New plan for the rest of your period, Less unused <current plan> (your credit for the time left on the current plan, to the day), To pay now, GST 18% and Total. Switching from monthly to yearly starts a new year today, less the same credit.
2. Click Upgrade. The confirmation spells it out: “You pay ₹… now (… + GST …), after … of unused … is taken off. <Plan> starts once BMexa confirms the payment and renews on <date>.” Click Continue to pay.
3. Pay by UPI or bank transfer and submit the transaction ID (see Paying by UPI or bank transfer). Until then the page shows the pending upgrade with Pay now, and once the UTR is in, Payment under review.
4. When BMexa confirms the payment the new plan starts; the renewal date stays the same on the same cycle. Choosing another plan while an upgrade is unpaid replaces that invoice.

• The active user count must fit the new plan: “You have N active people and <Plan> would hold M. Raise the seats or switch some people off first.”
• Picking the plan you are already on says so and points you to Buy seats on the Users page.
• No 14-day provisional access is given for an upgrade; it starts when the payment is approved.

A smaller plan (downgrade)

1. A smaller plan’s card reads “Moves at your renewal on <date>. No refund for the current period.” Click Switch at renewal.
2. Confirm with Schedule the change. Nothing is charged now and nothing is refunded.
3. A banner then reads “Moves to <Plan> (<cycle>) on <date>” with Cancel this change, which you can use any time before the renewal. The change is applied when the renewal invoice is raised after the period ends.

Related

• Plans and seats
• Paying by UPI or bank transfer
• Invoices and renewals