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@@ -67,49 +67,13 @@ After your trial ends, your account will automatically convert to a Free account
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To unlock premium features and scale your Sumo Logic usage as your needs grow, upgrade to a paid plan. For more information, see [Sumo Logic Pricing](https://www.sumologic.com/pricing) and [Manage Subscription](/docs/manage/manage-subscription).
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### Upgrade to an Essentials plan
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####Upgrade to an Essentials plan
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Using our self-service checkout, you can sign up for an Essentials plan in just minutes using a credit card. No need to interact with sales team.
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import EssentialsUpgrade from '../reuse/essentials-upgrade.md';
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Essentials plans are ideal for:
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- Small- to medium-sized businesses seeking quick and independent onboarding.
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- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics.
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<EssentialsUpgrade/>
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#### Steps to upgrade
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1. Log in to your Sumo Logic account.
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1. Navigate to the Manage Plan section:
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*[**Classic UI**](/docs/get-started/sumo-logic-ui-classic). From the left nav menu, go to **Administration** > **Account** > **Manage Plan**.
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*[**New UI**](/docs/get-started/sumo-logic-ui). From the top nav menu, go to **Administration** > **Manage Plan**.
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1. Choose one of the available Essentials plans:
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***Troubleshoot**. Ideal for foundational log analysis and troubleshooting.
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***Collaborate**. Includes advanced team collaboration features.
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***Orchestrate**. Designed for organizations requiring robust workflows and automation.<br/><img src={useBaseUrl('img/get-started/annuallanding-page.png')} alt="annual landing page" style={{border: '1px solid gray'}} width="800" /><br/>You'll also need to select a monthly or annual option.
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<details>
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<summary>What's a Sumo Credit?</summary>
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Sumo Credit is a unit of measure that is used to flexibly pay for any products (e.g., logs, metrics, storage) within your plan. This can be used as needed for your desired purpose by managing your account without unnecessary waste.
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</details>
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1. Enter your credit card details in the secure checkout form.
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1. Review and confirm your purchase.
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Once your payment has been processed, your account will be upgraded, and you’ll have immediate access to premium features.
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#### Managing your account
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* To update your billing details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information).
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* If you encounter issues during the upgrade process, contact our [support team](https://support.sumologic.com/support/s/).
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:::note limitations
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At this time:
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- Customers using order forms for billing cannot switch to self-service payments.
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- Downgrades to the free plan are not supported through the checkout interface.
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- Downgrades between paid plans take effect at the start of the next billing cycle.
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:::
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All plans are supported under the Essentials package. For Cloud SIEM or other security features, contact sales to learn about additional pricing options. If your requirements exceed Essentials capabilities, you’ll need to [upgrade to an enterprise plan](#upgrade-to-an-enterprise-plan).
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### Upgrade to an Enterprise plan
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#### Upgrade to an Enterprise plan
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To upgrade to an Enterprise plan, contact our [Sales Team](https://www.sumologic.com/contact-us/) for assistance. We'll work with you to determine the best solution for your organization's requirements.
description: Learn how to upgrade a Free or Trial account to an Essentials subscription.
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---
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import useBaseUrl from '@docusaurus/useBaseUrl';
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This page has instructions for upgrading a Sumo Logic Free or Trial account to an Essentials account, and for updating an existing Essentials account.
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For information about Essentials accounts, see [Credits - Account Types](/docs/manage/manage-subscription/sumo-logic-credits-accounts).
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:::note
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For information about canceling a Sumo Logic subscription, see [Close or Cancel a Sumo Logic Account](close-cancel-sumo-account.md).
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:::
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## Prerequisites
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You must be an administrator to upgrade your Sumo Logic account.
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## Update a Free or Trial Credits account to Essentials
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:::note
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You must be an admin to upgrade your Credits free or trial account.
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:::
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1. To initiate your account upgrade:
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* Click the **Upgrade** link at the top of the Sumo Logic UI in your account, or
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*[**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**. <br/> [**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**.
4.**Choose Subscription Type**. Click a radio button to change your subscription type from monthly to annual, or from annual to monthly, as desired. (In this case, we choose Monthly.) Monthly subscription billing is charged at the start of each billing cycle. An annual subscription is billed at the start of the subscription.
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5.**Calculate Sumo Credits to Purchase**. Estimate your daily usage for each product variable. As you change the values, the required credits shown to the right will adjust.
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import EssentialsUpgrade from '../../reuse/essentials-upgrade.md';
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<EssentialsUpgrade/>
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<!-- Not reflected in Figma
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1. **Calculate Sumo Credits to Purchase**. Estimate your daily usage for each product variable. As you change the values, the required credits shown to the right will adjust.
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* **Continuous Log Ingest**. Select an estimate of your daily ingestion to the Continuous Tier, in GB.
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* **Continuous Log Storage**. Select the number of days you want to retain the data ingested to the Continuous Tier.
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***Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM.)
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* **Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM).
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* **Tracing Ingest**. Enter an estimate of your daily ingestion of [transaction traces](/docs/apm/traces), in GB.
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6. After making your selection for each product variable, click **Continue**.
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7. On the **Enter Payment Method** page, enter your payment details, and click **Submit**.
8. The page refreshes to display the **Confirm Upgrade** step, displaying the cost per period for the subscription, the subscription period, your estimates for each product variable, and the cost of the subscription per period.
9. Click **Service Level Agreements** to review the terms of the subscription.
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10. To complete the upgrade, click the checkbox to acknowledge the Service Level Agreements, and click **Confirm & Pay**.
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:::note
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The payment will be calculated for the full day on which you confirm and pay. The start date and time for your subscription will be midnight Pacific Standard Time (PST) of the day you confirm and pay.
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:::
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-->
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## Update an Essentials account
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This section has instructions for making changes to your Essentials account. You can change your plan from monthly to annual or from annual to monthly. You can also increase or decrease the levels of Log Ingest, Log Retention, Metrics, and Tracing provided by your plan.
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This section provides instructions for modifying your Essentials account. You can switch your billing plan between monthly and annual options, or adjust the levels of log ingest, log retention, metrics, and tracing included in your plan.
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Updates to an annual plan will take effect upon your next billing cycle, or when your current credit balance is depleted. Until the update takes effect, it will be in a “pending” status and you can cancel it.
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* Annual Plan updates. Changes to an annual plan will take effect at the start of your next billing cycle or when your current credit balance is fully depleted. Until then, the update will remain in a "pending" status, and you can cancel it if needed.
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* Monthly Plan updates. If you’re making changes to product variables for a monthly plan (without switching to an annual plan), you can choose to apply the update immediately. Otherwise, the changes will take effect at the start of your next billing cycle or when your current credit balance is depleted.
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When you update the product variables for a monthly plan (without changing to an annual plan), you have the option to upgrade immediately. Otherwise the updates will take effect upon your next billing cycle, or when your current credit balance is depleted.
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To update your Essentials plan:
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**To update your Essentials plan**
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1.[**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**. <br/>The page displays information about your current plan: whether it’s monthly or annual, the billing cycle, the total credits for the plan, and the cost per period.
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1. Go to the **Manage Plan** page.
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*[**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**.
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*[**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**. <br/>The page displays information about your current plan: whether it’s monthly or annual, the billing cycle, the total credits for the plan, and the cost per period.
4. Choose **Subscription Type**. Click a radio button to change your subscription type from monthly to annual, or from annual to monthly, as desired.
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5.**Calculate Sumo Credits to Purchase**. Use the dropdown lists to select new values for each product variable you want to change. As you make your changes, the plan cost and credits values are updated
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1. Click **Upgrade**. The page refreshes to display the **Customize Plan** step.
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1. Choose **Subscription Type**. Click a radio button to change your subscription type from monthly to annual, or from annual to monthly, as desired.
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1.**Calculate Sumo Credits to Purchase**. Use the dropdown lists to select new values for each product variable you want to change. As you make your changes, the plan cost and credits values are updated
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***Continuous Log Ingest**. Select an estimate of your daily ingestion to the Continuous Tier, in GB.
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***Continuous Log Storage**. Select the number of days you want to retain the data ingested to the Continuous Tier.
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***Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM.)
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***Metrics**. Enter an estimate of the [metrics](/docs/metrics) to be ingested daily, in data points per minute (DPM).
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***Tracing Ingest**. Enter an estimate of your daily ingestion of [transaction traces](/docs/apm/traces), in GB.
6. Click **Continue** to go to the **Payment Method** step.
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7. On the **Confirm Payment Method** page, click **Continue** to use the current payment method, or click **Change payment method** to enter new payment details.
8. On the **Confirm Upgrade** page, if you have a monthly plan, you have the option to either upgrade right away, or on your next subscription billing date. The following information, which pertains to an immediate upgrade, is displayed:
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1. Click **Continue** to go to the **Payment Method** step.
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1. On the **Confirm Payment Method** page, click **Continue** to use the current payment method, or click **Change payment method** to enter new payment details.
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1. On the **Confirm Upgrade** page, if you have a monthly plan, you have the option to either upgrade right away, or on your next subscription billing date. The following information, which pertains to an immediate upgrade, is displayed:
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***Remaining Days**. The number of days remaining in your billing cycle.
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***Prorated Credits**. The number of credits for your new product variable levels through the end of your billing cycle.
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***Prorated Cost**. The cost of the credits for your new product variable levels through the end of your billing cycle. This is the amount you’ll be charged in the next billing cycle.
@@ -76,8 +59,12 @@ When you update the product variables for a monthly plan (without changing to an
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If your plan is annual, rather than monthly, you won't be prompted with the option to upgrade immediately.
9. To upgrade immediately leave the **Immediately** option selected in the **When do you want the upgrade to take effect section**. Otherwise select **When subscription next bills…**
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10. Click **Service Level Agreements** to review the terms of your plan, and then click **Confirm** to complete the upgrade.
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11. The page refreshes and displays the **Upgrade Successful** message.
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1. To upgrade immediately, leave the **Immediately** option selected in the **When do you want the upgrade to take effect section**. Otherwise, select **When subscription next bills**.
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1. Click **Service Level Agreements** to review the terms of your plan, and then click **Confirm** to complete the upgrade.
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1. The page refreshes and displays the **Upgrade Successful** message.
Using our self-service checkout, you can sign up for an Essentials plan in just minutes using a credit card. No need to interact with sales team.
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Essentials plans are ideal for:
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- Small- to medium-sized businesses seeking quick and independent onboarding.
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- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics.
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Steps to upgrade:
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1. Navigate to the **Manage Plan** page.
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*[**Classic UI**](/docs/get-started/sumo-logic-ui-classic). From the left nav menu, go to **Administration** > **Account** > **Manage Plan**.
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*[**New UI**](/docs/get-started/sumo-logic-ui). From the top nav menu, go to **Administration** > **Manage Plan**.
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1. Choose one of the available Essentials plans.
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***Troubleshoot**. Ideal for foundational log analysis and troubleshooting.
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***Collaborate**. Includes advanced team collaboration features.
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***Orchestrate**. Designed for organizations requiring robust workflows and automation.<br/><br/>You'll also need to select a monthly or annual option. Monthly subscription billing is charged at the start of each billing cycle. Annual subscriptions are billed at the start of the subscription.
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<details>
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<summary>What's a Sumo Credit?</summary>
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Sumo Credit is a unit of measure that is used to flexibly pay for any products (e.g., logs, metrics, storage) within your plan. This can be used as needed for your desired purpose by managing your account without unnecessary waste.
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</details>
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1. Enter your credit card details in the secure checkout form.
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1. Review and confirm your purchase.
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Once your payment is processed, your account will be upgraded, granting you immediate access to premium features. The payment is calculated for the full day on which you confirm and pay, with your subscription starting at midnight Pacific Standard Time (PST) on that day.
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* To update your billing details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information).
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* If you encounter issues during the upgrade process, contact our [support team](https://support.sumologic.com/support/s/).
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:::note limitations
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At this time:
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- Customers using order forms for billing cannot switch to self-service payments.
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- Downgrades to the free plan are not supported through the checkout interface.
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+
- Downgrades between paid plans take effect at the start of the next billing cycle.
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:::
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All plans are supported under the Essentials package. For Cloud SIEM or other security features, contact sales to learn about additional pricing options. If your requirements exceed Essentials capabilities, you’ll need to [upgrade to an enterprise plan](#upgrade-to-an-enterprise-plan).
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