Subscription Workflow Guide

How to Upgrade Your Account

For INR Accounts

Note: If your account uses INR (Indian Rupees) as the billing currency, only the Yearly billing option is available.

1. Click on your Profile icon and select Subscription.

2. Click the Upgrade Plan button.

3. You will be redirected to the Subscribe to Invoicera page.

4. On this page, you can choose from the following subscription plans:

• Operate
• Grow
• Scale
• Enterprise (Custom Pricing)

To inquire about the Enterprise plan, click the Contact Sales button. A live chat window will open, allowing you to connect with the support team.

5. Select the subscription plan that best meets your business requirements.

6. You will be redirected to the Payment Summary screen. From here, you can:

• Purchase Additional Clients
• Purchase Additional Staff
• Purchase Additional Entities

7. Review the Order Summary, accept the applicable terms by selecting the checkbox, and click Proceed and Make Payment to complete the upgrade.

For International Currency Accounts

Note: If your account uses an international billing currency, you can choose from multiple billing frequencies.

1. Click on your Profile icon and select Subscription.

2. Click the Upgrade Plan button.

3. You will be redirected to the Subscribe to Invoicera page.

4. Choose one of the following subscription plans:

• Operate
• Grow
• Scale
• Enterprise (Custom Pricing)

To inquire about the Enterprise plan, click the Contact Sales button. This will open a live chat window where you can connect with the support team.

5. Select the plan that best suits your business requirements.

6. On the Payment Summary screen, you can:

• Select your preferred billing frequency:

• Monthly
• Quarterly
• Half-Yearly
• Yearly
• Purchase Additional Clients

• Purchase Additional Staff

• Purchase Additional Entities

7. Review the Order Summary, select the required checkbox to accept the terms, and click Proceed and Make Payment to complete your subscription upgrade.

Updated on: 30/06/2026