⚡Quick answer -

Go to Billing → Plans, click Upgrade/Downgrade Plan, choose the new plan, review charges, and click Proceed to Payment (upgrade) or Confirm Downgrade.

Upgrades take effect immediately after payment. Downgrades are usually queued for the next billing cycle. Pro‑rata charges may apply, and you will receive an invoice/confirmation email.

Who is this for?

Account Owners, Admins, and Billing users who need to upgrade to a higher plan, downgrade to a lower plan, or simply change plan tiers based on usage.

Before you start (prerequisites)

1. You can sign in to your MyOperator dashboard.
2. Your role has Billing access.
3. Your account is active and has a current subscription.
4. You know which features you need (e.g., users, IVR levels, CRM integrations, call volume).
5. The payment method is ready if you are upgrading.

What you will see on the Plan Details

Typical fields on this page include:

• Plan name and status (active)
• Renewal date or billing cycle
• Next payment date
• Included features (users, IVR levels, integrations)
• Usage limits where applicable

Example snapshot:

How to view your current account usage quickly?

1. Sign in to your MyOperator dashboard.
2. Click Accounts on the top left > Account usage
3. View the details of your current plan.

Alt text: Current account usage details

Step‑by‑step: Change your plan (web)

1. Sign in to your MyOperator dashboard.
2. Click Billing > Plans in the sidebar navigation on the left.
3. View the details of your current plan.
4. Select the plan you want to switch to and click Upgrade/Downgrade plan accordingly.

Alt text: Upgrade or Downgrade a plan

5. Review the price, included features, and validity/billing cycle on the preview screen.

6. For an upgrade, click Proceed to Payment and complete the payment.
7. For a downgrade, click Confirm Downgrade. The change is usually scheduled for your next cycle.

Expected result -

• You see a confirmation message.
• For upgrades, your features and limits update immediately after successful payment.
• For downgrades, a scheduled change appears with the effective date.

What happens after you switch

• Upgrades: The new plan (and features) are active immediately once payment succeeds. An invoice/confirmation email is sent.
• Downgrades: The change is queued and will apply at the start of the next billing cycle.
• Emails & records: You will receive an invoice or confirmation email after a successful switch.

Billing & proration rules

The following may apply depending on timing and plan:

• Mid‑cycle change: Pro‑rata charges or credits may be applied.
• Downgrading below current usage: Some features or users may be disabled on the new plan.
• Taxes & discounts: GST changes or discounts will reflect on your updated invoice.

Troubleshooting & edge cases

1. I don’t see Change Plan
   • Check if you are on a contracted/annual plan. Some changes require contacting Support.
   • Ensure your role has Billing permissions.
2. Payment failed during upgrade
   • Retry the payment from the pending screen.
   • Verify card limits and 3‑D Secure/OTP.
   • If you were charged but see no change, contact Support with the transaction reference.
3. Downgrade did not apply on the expected date
   • Confirm the effective date shown at scheduling.
   • If still not applied after the date, contact Support with the scheduled change ID or screenshot.
4. Usage exceeds new plan limits
   • Reassign or remove users/features to fit the new plan before the effective date.
   • Consider top‑ups or a different plan.
5. GSTIN or company details changed
   • Update Manage → Billing → Settings. Changes apply to future invoices.
6. Need a receipt
   • Download it from Billing → Invoices after the switch is processed.

Still stuck?
• Contact Support with your account ID, current plan, target plan, and any payment references.