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How to Change a Monthly Subscription to Yearly

  1. Login as a Partner managing an account and open the Customer account to convert.
  2. Add a Customer Employee (not a Partner Employee) to the account.
  3. Cancel the monthly subscription.
    Note: if you cancel subscription the account will stop working immediately. Do not cancel the subscription until you are ready to buy the yearly subscription.
  4. Make sure to remove Demo account from the account (as a Partner) if it was set to Demo account.
  5. Login as an Customer Employee (not a Partner Employee).
  6. When the tiles appear to buy a subscription, select Yearly and proceed with the subscription buying process.
Updated on March 30, 2020

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