TABLE OF CONTENTS

• What is the UBX module?
  • What can you do on the UBX module?
  • What are the limitations of the UBX module?
    
    
• Detailed guides on how-to:
  
  • Upgrade plans
  • Buy more licenses 
  • Add add-ons
  • Edit billing information 
  • Access invoices

What is the UBX module?

The Unified Billing Experience module lets you easily manage your subscriptions. It offers self-service capabilities to purchase licenses or add-ons, and make plan upgrades.The module also lets you manage other billing information such as addresses and invoices.

What can you do on the UBX module?

Here are ways to scale and manage your subscription online 

• Move to higher priced plans - Upgrade to a higher plan

• Buy more licenses - Increase the number of users/ licenses 

• Add add-ons - Buy add-ons that do not have recurring pricing

• Edit billing information - Edit your address, Tax ID etc

• Download and view invoices - Access invoices and track payments

What are the limitations of the UBX module?

Here are the transaction that you cannot do with the online UBX module 

• Move down plans - Update to a lower priced plan

• Reduce licenses - Decrease the number of users/licenses

• Remove add-ons - Remove add-ons that are applicable

• Change billing frequency - Change your billing cycle

• Purchase phone credits - Add phone credits directly
  
  

For support on these areas and others, please write to billing@freshworks.com.

Detailed guides on how-to:

Upgrade plans

Watch this video guide  or follow the illustrated steps

1.   Click on Manage Plan within My Subscriptions.

2.    Choose Upgrade Plan within the Plans and Billing Screen.

3.   Choose the plan that suits you best. Note: You cannot opt for a lower plan.

4.    Click on Upgrade Subscription once you are ready.

5.   Click on Confirm once ready.

6.    You will be notified with a success message.

Buy more licenses 

Watch this video guide  or follow the illustrated steps

1.   Click on Manage Plan within My Subscriptions.

2.   Enter the number of incremental new licenses you need. Note: You cannot use this option to lower the number of licenses you currently have. 

3.   Click on Upgrade Subscription once you are ready.

4.    Click on Confirm once ready.

5.   You will be notified with a success message.

Add add-ons

Follow the illustrated steps

1.   Click on Edit/Buy add-ons within My Subscriptions.

2.   Choose add-ons that you need. Note: You cannot purchase phone credits.

3.   Click on Upgrade Subscription once you are ready.

4.    Click on Confirm once ready.

5. You will be notified with a success message.

Edit billing information 

Watch this video guide  or follow the illustrated steps

1.   Click on the Addresses tab within My Subscriptions.

2.   You can click on edit and update information in the opening window.

5.   You can similarly click on Update/Change and edit your address.

Access invoices

Watch this video guide  or follow the illustrated steps

1.   Click on the Invoices tab within My Subscriptions.

2.   You can download invoices directly from this window. You can also view invoice status, amount and other such details.