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2 changes: 1 addition & 1 deletion blog-service/2021/12-31.md
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Expand Up @@ -171,7 +171,7 @@ You should definitely try out the new outlier support in monitors if you have cu
---
## August 27, 2021 (Manage)

New - We're making [Cloud Flex Credits Subscriptions](/docs/manage/manage-subscription/sumo-logic-credits-accounts) available to self-service trial and free accounts with new monthly and annual subscriptions. Customers who upgrade to a self-service paid subscription from a Trial, POV Trial, or Sumo Free subscription will now upgrade directly to Essentials (credit-based), and have the option of either an annual or monthly subscription. For more information, see [Upgrade a Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account).
New - We're making [Cloud Flex Credits Subscriptions](/docs/manage/manage-subscription/sumo-logic-credits-accounts) available to self-service trial and free accounts with new monthly and annual subscriptions. Customers who upgrade to a self-service paid subscription from a Trial, POV Trial, or Sumo Free subscription will now upgrade directly to Essentials (credit-based), and have the option of either an annual or monthly subscription. For more information, see [Upgrade a Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account).

:::note
Effective March 2024, Cloud Flex Credits is now Sumo Logic Credits.
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2 changes: 1 addition & 1 deletion blog-service/2022/12-31.md
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Expand Up @@ -483,7 +483,7 @@ New - We pleased to announce the availability of the [Carbon Black Cloud](/docs/
---
## June 7, 2022 (Manage)

New - Want to upgrade or change your [Cloud Flex Credits Essentials](/docs/manage/manage-subscription/sumo-logic-credits-accounts) plan? Good news: now you can do it yourself. If you’re a Sumo Logic admin, you can use the **Manage Plan** page to change your plan period from monthly to annual, or from annual to monthly. You can also increase or decrease your account ingest levels and retention settings to meet your evolving requirements. For more information, see [Update a Cloud Flex Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account).
New - Want to upgrade or change your [Cloud Flex Credits Essentials](/docs/manage/manage-subscription/sumo-logic-credits-accounts) plan? Good news: now you can do it yourself. If you’re a Sumo Logic admin, you can use the **Manage Plan** page to change your plan period from monthly to annual, or from annual to monthly. You can also increase or decrease your account ingest levels and retention settings to meet your evolving requirements. For more information, see [Update a Cloud Flex Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account).

:::note
Effective March 2024, Cloud Flex Credits is now Sumo Logic Credits.
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17 changes: 9 additions & 8 deletions cid-redirects.json
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Expand Up @@ -1550,7 +1550,7 @@
"/cid/0100": "/docs/manage/security/installation-tokens",
"/cid/0020": "/docs/manage/health-events",
"/cid/0020001": "/docs/platform-services/threat-intelligence-indicators",
"/cid/0523": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/cid/0523": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/cid/0524": "/docs/manage/manage-subscription/cloud-flex-legacy-accounts",
"/cid/1000": "/docs/send-data/installed-collectors/sources/local-file-source",
"/cid/100000": "/docs/manage/deletion-requests",
Expand Down Expand Up @@ -1658,7 +1658,7 @@
"/cid/10151": "/docs/cse/rules/write-chain-rule",
"/cid/10152": "/docs/cse/rules/write-aggregation-rule",
"/cid/10153": "/docs/cse",
"/cid/10154": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/cid/10154": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/cid/10155": "/docs/cse/records-signals-entities-insights/search-cse-records-in-sumo",
"/cid/10156": "/docs/integrations/app-development/gitlab",
"/cid/10157": "/docs/cse/administration/create-a-custom-tag-schema",
Expand Down Expand Up @@ -2366,7 +2366,7 @@
"/cid/5227": "/docs/get-started",
"/cid/5228": "/docs/dashboards",
"/cid/5229": "/docs/manage/ingestion-volume",
"/cid/523": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/cid/523": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/cid/5230": "/docs/manage/ingestion-volume",
"/cid/52352": "/docs/manage/ingestion-volume/ingest-budgets",
"/cid/5231": "/docs/manage/partitions/data-tiers",
Expand Down Expand Up @@ -2994,11 +2994,11 @@
"/Limited_Availability/Lookup_Tables/lookupContains_Operator": "/docs/search/search-query-language/search-operators/lookupcontains",
"/Manage": "/docs/manage",
"/Manage/01Manage_Subscription": "/docs/manage/manage-subscription",
"/Manage/01Manage_Subscription/00Cloud_Flex_Credits_Accounts": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/Manage/01Manage_Subscription/00Cloud_Flex_Credits_Accounts": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/Manage/01Manage_Subscription/01Cloud_Flex_Accounts": "/docs/manage/manage-subscription/cloud-flex-legacy-accounts",
"/docs/manage/manage-subscription/cloud-flex-accounts": "/docs/manage/manage-subscription/cloud-flex-legacy-accounts",
"/Manage/01Manage_Subscription/02Create_and_Manage_Orgs": "/docs/manage/manage-subscription/create-manage-orgs",
"/Manage/01Manage_Subscription/03Upgrade_a_Cloud_Flex_Credits_Account": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/Manage/01Manage_Subscription/03Upgrade_a_Cloud_Flex_Credits_Account": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/Manage/01Manage_Subscription/04Upgrade_Your_Account": "/docs/manage/manage-subscription/upgrade-cloud-flex-legacy-account",
"/Manage/01Manage_Subscription/05Manage_Organization": "/docs/manage/manage-subscription/manage-org-settings",
"/docs/manage/manage-subscription/upgrade-cloud-flex-account": "/docs/manage/manage-subscription/upgrade-cloud-flex-legacy-account",
Expand All @@ -3012,8 +3012,8 @@
"/Manage/01Manage_Subscription/14What_to_do_if_Your_Account_is_Locked": "/docs/manage/users-roles/users/account-locked",
"/Manage/01Manage_Subscription/16Beta_Participation_Opt-In": "/docs/manage/manage-subscription/beta-opt-in",
"/Manage/01Manage_Subscription/18Close_or_cancel_a_Sumo_Logic_account": "/docs/manage/manage-subscription/close-cancel-sumo-account",
"/Manage/01Manage_Subscription/Upgrade_a_Cloudflex_Credits_Free_or_Trial_Account": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/docs/manage/manage-subscription/upgrade-cloud-flex-credits-account": "/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account",
"/Manage/01Manage_Subscription/Upgrade_a_Cloudflex_Credits_Free_or_Trial_Account": "/docs/manage/manage-subscription/upgrade-credits-account",
"/docs/manage/manage-subscription/upgrade-cloud-flex-credits-account": "/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account",
"/Manage/Account/04-Manage-Billing-Information": "/docs/manage/manage-subscription/manage-billing-information",
"/Manage/Account/05-Legacy-Accounts": "/docs/manage",
"/manage/Manage-Subscription": "/docs/manage/manage-subscription",
Expand Down Expand Up @@ -4251,5 +4251,6 @@
"/docs/search/logreduce/understand-the-logreduce-relevance-column": "/docs/search/behavior-insights/logreduce/understand-the-logreduce-relevance-column",
"/docs/search/behavior-insights/logreduce-values": "/docs/search/behavior-insights/logreduce/logreduce-values",
"/docs/send-data/hosted-collectors/cloud-to-cloud-integration-framework/azure-event-hubs-cloud-to-cloud-source-migration":"/docs/send-data/collect-from-other-data-sources/azure-monitoring/azure-event-hubs-source-migration",
"/docs/integrations/amazon-aws/elastic-load-balancing":"/docs/integrations/amazon-aws/classic-load-balancer"
"/docs/integrations/amazon-aws/elastic-load-balancing":"/docs/integrations/amazon-aws/classic-load-balancer",
"/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account":"/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account"
}
5 changes: 4 additions & 1 deletion docs/get-started/sign-up.md
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Expand Up @@ -74,7 +74,10 @@ For information on plan types and pricing, see [Sumo Logic Pricing](https://www.

#### Essentials plans

Using our self-service checkout, you can sign up for a Sumo Logic Essentials plan in just minutes using a credit card—no need to interact with the sales team. Ready to get started? [Learn how to upgrade your plan](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account).
Using our self-service checkout, you can sign up for a Sumo Logic Essentials plan in just minutes using a credit card—no need to interact with the sales team.

- [Learn how to upgrade your plan with Credits account](/docs/manage/manage-subscription/upgrade-credits-account).
- [Learn how to upgrade your plan with Flex account](/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account).

<img src={useBaseUrl('img/manage/subscriptions/essentials-landing-page.png')} alt="Essentials landing page checkout" style={{border: '1px solid gray'}} width="600" />

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10 changes: 8 additions & 2 deletions docs/manage/manage-subscription/index.md
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Expand Up @@ -25,8 +25,14 @@ In this section, we'll introduce the following concepts:
</div>
<div className="box smallbox card">
<div className="container">
<a href="/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account"><img src={useBaseUrl('img/icons/operations/manage.png')} alt="icon" width="40"/><h4>Upgrade a Credits Account</h4></a>
<p>Learn how to upgrade a Free or Trial account to an Essentials subscription.</p>
<a href="/docs/manage/manage-subscription/upgrade-credits-account"><img src={useBaseUrl('img/icons/operations/manage.png')} alt="icon" width="40"/><h4>Upgrade a Credits Account</h4></a>
<p>Learn how to upgrade a Free or Trial account to an Essentials subscription (Credits Account).</p>
</div>
</div>
<div className="box smallbox card">
<div className="container">
<a href="/docs/manage/manage-subscription/upgrade-sumo-logic-flex-account"><img src={useBaseUrl('img/icons/operations/manage.png')} alt="icon" width="40"/><h4>Upgrade a Credits Account</h4></a>
<p>Learn how to upgrade a Free or Trial account to an Essentials subscription (Flex Account).</p>
</div>
</div>
<div className="box smallbox card">
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Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ id: manage-billing-information
title: Manage Billing Information
description: Manage billing for Sumo Logic accounts.
---

import useBaseUrl from '@docusaurus/useBaseUrl';

The **Billing** page allows admin users to add or update the credit card information for self-service accounts. These are the accounts that have upgraded from a trial or free account with a credit card (self-service), using the in-product Upgrade feature.

Expand All @@ -13,7 +13,8 @@ Once changes are submitted, Sumo Logic will begin applies the new credit card f

To modify your billing information:

1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Billing**. <br/> [**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Billing**. You can also click the **Go To...** menu at the top of the screen and select **Billing**.
1. Click **Use a New Credit Card**.
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**.
1. In the **Payment Details** section, click **Update**.<br/><img src={useBaseUrl('img/manage/subscriptions/update-payment-details.png')} alt="update-payment-details" style={{border: '1px solid gray'}} width="800" />
1. Click **Change payment method**.<br/><img src={useBaseUrl('img/manage/subscriptions/change-payment-method.png')} alt="change-payment-method" style={{border: '1px solid gray'}} width="400" />
1. Enter the new credit card information, or edit any of the billing address/contact information.
1. Click **Submit**.
Original file line number Diff line number Diff line change
Expand Up @@ -29,7 +29,7 @@ Free accounts offer access to most Sumo Logic features with the following limita
- **Retention**. 7-day log retention.
- **Users**. Limited to three users.

Free accounts can be upgraded to a paid subscription in the Sumo Logic UI. For details, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account).
Free accounts can be upgraded to a paid subscription in the Sumo Logic UI. For details, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-credits-account).

:::note
Free accounts do not support [Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management).
Expand All @@ -56,7 +56,7 @@ Essentials accounts scale to meet your growing needs for user licenses, data ret
* **Collaborate**. Advanced team collaboration features.
* **Orchestrate**. Designed for organizations requiring robust workflows and automation.

For details on upgrading to an Essentials plan or higher, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-sumo-logic-credits-account). Essentials accounts can be upgraded to Enterprise accounts anytime.
For details on upgrading to an Essentials plan or higher, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-credits-account). Essentials accounts can be upgraded to Enterprise accounts anytime.

### Enterprise Operations

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69 changes: 69 additions & 0 deletions docs/manage/manage-subscription/upgrade-credits-account.md
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@@ -0,0 +1,69 @@
---
id: upgrade-credits-account
title: Upgrade a Sumo Logic Credits Account
sidebar_label: Upgrade a Credits Account
description: Learn how to upgrade a Free or Trial account to an Essentials subscription.
---

import useBaseUrl from '@docusaurus/useBaseUrl';

This page explains how to upgrade a Free or Trial Sumo Logic account to Essentials and adjust existing Essentials plans.

:::note
You must be an account *administrator* to upgrade your Sumo Logic plan.
:::

## Upgrade a Free or Trial Credits account to Essentials

Using our self-service checkout, you can upgrade for an Essentials plan in minutes using a credit card—no need to interact with the sales team.

Essentials plans is ideal for:
- Small to medium-sized businesses seeking quick and independent onboarding.
- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics.

<details>
<summary>What's a Sumo Credit?</summary>

Sumo Credit is a unit of measure used to flexibly pay for any products (for example; logs, metrics, or storage) within your plan. It allows you to allocate resources as needed, helping to avoid unnecessary waste.

</details>

Follow the below steps to upgrade from Free or Trial Credits account to Essentials plan:

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**.
1. Click **Upgrade** in Essentials card to upgrade your plan to Essentials.<br/><img src={useBaseUrl('img/manage/subscriptions/upgrade-free-to-essentials-credits.png')} alt="upgrade-free-to-essentials-credits" style={{border: '1px solid gray'}} width="800" />
:::note
Contact Sumo Logic sales team if you want to upgrade your plan to Enterprise Suite, and for any additional services.
:::
1. Choose **Monthly Subscription** or **Annual Subscription** billing type for your plan, and click **Continue**.
1. Enter the credit card information and billing address. 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. Your subscription begins at midnight PST on that day.

## Adjusting Essentials plans

You can switch between Essentials plans or update billing cycles as needed. Changes take effect immediately or at the next billing cycle, depending on your request.

The table below explains our Essentials plan billing plan change policies.

| Plan Type | Immediate Plan Change Allowed? | What Happens at 100% Credit Depletion? | When are Overages Charged? | When are Plan Changes Charged? |
|:--------------------------|:------------------------------------|:--------------------------------------------|:-------------------------------------------|:--------------------------------------------------|
| **Month-to-month** | Yes | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle |
| **Month-to-annual** | No | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle |
| **Annual-to-annual** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle |
| **Annual-to-month** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle |

:::note
- There is no carry forward of unused credits in any plan type.
- Customers using order forms for billing cannot switch to self-service payments.
- Downgrades to the Free account are not supported through the checkout interface.
- Downgrades between paid plans take effect at the start of the next billing cycle.
:::

To modify your payment details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information). If you encounter issues during your upgrade, contact [Support](https://support.sumologic.com/support/s/).

## Enterprise plans

If your needs exceed Essentials plan capabilities, contact [Sales](https://www.sumologic.com/contact-us/) to explore Enterprise plan features like Cloud SIEM and advanced tiered analytics. Our team is here to help you find the best fit for your organization.

## Cancel your account

Looking to cancel your Sumo Logic subscription? See [Close or Cancel a Sumo Logic Account](close-cancel-sumo-account.md).
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