mirror of https://github.com/zulip/zulip.git
508 lines
15 KiB
Markdown
508 lines
15 KiB
Markdown
# Self-hosted Zulip billing
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This page describes how to manage your self-hosted plan, and answers some common
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questions about plans and billing for self-hosted organizations. Please refer to
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[Self-hosted Zulip plans and pricing](https://zulip.com/plans/#self-hosted) for plan
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details. If you have any questions not answered here, please don't hesitate to
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reach out at [sales@zulip.com](mailto:sales@zulip.com).
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## Paid plan details and upgrades
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For businesses with up to 10 Zulip users, the Self-managed plan is a good
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option, and includes free access to the Mobile Push Notification Service.
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For businesses with more than 10 Zulip users, both the Basic and Business plans
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include unlimited access to the Mobile Push Notification Service.
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The Business plan also includes commercial support for dozens of features and
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integrations that help businesses take full advantage of their Zulip
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implementation. The minimum purchase is 25 licenses.
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If your organization requires hands-on support, such as real-time support during
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installation and upgrades, support for advanced deployment options, custom
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feature development or integrations, etc., should contact
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[sales@zulip.com](mailto:sales@zulip.com) to discuss pricing.
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Paid plan discounts are available in a variety of situations; see
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[below](#paid-plan-discounts) for details.
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### Upgrades for legacy customers
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Any Zulip server that registered for Zulip's [Mobile Push Notification
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Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
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prior to December 12, 2023 is considered to be a **legacy customer**. Legacy
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customers can continue using the notification service for free (no action
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required) until February 15, 2024.
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To continue using the service after that date, organizations with more than 10
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users must upgrade to a paid plan or the Community plan. When you upgrade to a
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paid plan, you can start the plan right away (if you‘d like your technical
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support to start immediately), or schedule a February 15 start date.
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#### Do I have to upgrade my server first?
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While upgrading your Zulip server to version 8.0+ makes it more convenient to
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manage your plan, you do not have to upgrade your Zulip installation in order to
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sign up for a plan. **The same plans are offered for all Zulip versions.**
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In addition to hundreds of other improvements, upgrading to Zulip Server 8.0+ lets
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you:
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- Easily log in to Zulip plan management, without an additional server
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authentication step.
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- Separately manage plans for all the organizations on your server.
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- Upload only the [basic
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metadata](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-basic-metadata)
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required for the service, without also [uploading usage
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statistics](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-usage-statistics).
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If you upgrade your server after signing up for a plan, you will be able to
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transfer your plan to an organization on your server. If your server has one
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organization on it, this will happen automatically. Otherwise, contact
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[support@zulip.com](mailto:support@zulip.com) for help.
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#### Upgrading to a paid plan
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{!self-hosted-billing-multiple-organizations.md!}
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{start_tabs}
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{tab|v8}
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{!self-hosted-billing-admin-only.md!}
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{!self-hosted-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, click the button at the bottom
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of the plan you would like to purchase.
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1. Select your preferred option from the **Payment schedule** dropdown.
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1. Under **Plan start date**, select **February 15, 2024** or **Today**.
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1. Click **Add card** to enter your payment details.
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1. Click the **Purchase** or **Schedule upgrade** button to complete your
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purchase.
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!!! warn ""
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If your server hosts more than one organization, commercial
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support for server-wide configurations requires upgrading the
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organization with the largest number of users.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!legacy-log-in.md!}
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1. Select your preferred option from the **Payment schedule** dropdown.
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1. Under **Plan start date**, select **February 15, 2024** or **Today**.
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1. Click **Add card** to enter your payment details.
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1. Click the **Purchase** or **Schedule upgrade** button to complete your
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purchase.
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{end_tabs}
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### Upgrades for new customers
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#### Upgrade to Zulip Basic
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**New customers** are eligible for a free 30-day trial of Zulip Basic. An
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organization is considered to be a new customer if:
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- It was not registered for Zulip's [Mobile Push Notification
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Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
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prior to December 12, 2023, and
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- It has never previously signed up for a self-hosted Zulip plan (Basic, Business,
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Community or Enterprise).
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{!self-hosted-billing-multiple-organizations.md!}
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{start_tabs}
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{tab|v8}
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{!register-server.md!}
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{!self-hosted-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, click the **Start 30-day
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trial** button at the bottom of the **Basic** plan.
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1. Click **Add card** to enter your payment details.
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1. Click **Start 30-day trial** to start your free trial.
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!!! tip ""
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Once you start the trial, you can switch between monthly and annual billing
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on your organization's billing page.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!register-server-legacy.md!}
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{!legacy-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, click the **Start 30-day
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trial** button at the bottom of the **Basic** plan.
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1. Click **Add card** to enter your payment details.
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1. Click **Start 30-day trial** to start your free trial.
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!!! tip ""
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Once you start the trial, you can switch between monthly and annual billing
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on your organization's billing page.
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{end_tabs}
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#### Upgrade to Zulip Business
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{!self-hosted-billing-multiple-organizations.md!}
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{start_tabs}
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{tab|v8}
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{!register-server.md!}
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{!self-hosted-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, click the **Upgrade to Business** button
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at the bottom of the **Business** plan.
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1. Select your preferred option from the **Payment schedule** dropdown.
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1. Click **Add card** to enter your payment details.
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1. Click the **Purchase** button to complete your purchase.
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!!! warn ""
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If your server hosts more than one organization, commercial
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support for server-wide configurations requires upgrading the
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organization with the largest number of users.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!register-server-legacy.md!}
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{!legacy-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, click the **Upgrade to Business** button
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at the bottom of the **Business** plan.
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1. Select your preferred option from the **Payment schedule** dropdown.
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1. Click **Add card** to enter your payment details.
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1. Click the **Purchase** button to complete your purchase.
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!!! tip ""
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Once you start the trial, you can switch between monthly and annual billing
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on your organization's billing page.
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{end_tabs}
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## Manage billing
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{!self-hosted-billing-multiple-organizations.md!}
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{start_tabs}
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{tab|v8}
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{!self-hosted-log-in.md!}
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!legacy-log-in.md!}
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{end_tabs}
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## Cancel paid plan
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{!self-hosted-billing-multiple-organizations.md!}
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If you cancel your plan, your organization will be downgraded to the
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**Self-managed** plan at the end of the current billing period.
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{start_tabs}
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{tab|v8}
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{!self-hosted-log-in.md!}
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1. At the bottom of the page, click **Cancel plan**.
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2. Click **Downgrade** to confirm.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!legacy-log-in.md!}
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1. At the bottom of the page, click **Cancel plan**.
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1. Click **Downgrade** to confirm.
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{end_tabs}
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## Free Community plan
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Zulip sponsors free plans for over 1000 worthy organizations. The following
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types of organizations are generally eligible for the free Community plan.
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- Open-source projects, including projects with a small paid team.
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- Research organizations, such as research groups, cross-institutional
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collaborations, etc.
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- Education and non-profit organizations with up to 100 users.
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- Communities and personal organizations (clubs, groups of
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friends, volunteer groups, etc.).
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Organizations that have up to 10 users, or do not require mobile push
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notifications, will likely find the Self-managed plan to be the most convenient
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option. Larger organizations are encouraged to apply for the free Community
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plan, which includes unlimited push notifications and support for many Zulip
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features.
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If you aren't sure whether your organization qualifies, submitting a sponsorship
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form describing your situation is a great starting point. Many organizations
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that don't qualify for the Community plan can still receive discounted Business
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plan pricing.
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### Apply for Community plan
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These instructions describe the Community plan application process for an
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existing Zulip server. If you would like to inquire about Community plan
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eligibility prior to setting up a server, contact
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[sales@zulip.com](mailto:sales@zulip.com).
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!!! tip ""
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Organizations that do not qualify for a Community plan may be offered a
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discount on the Business plan.
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{start_tabs}
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{tab|v8}
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{!register-server.md!}
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{!self-hosted-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, scroll down to the
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**Sponsorship and discounts** area, and click **Request sponsorship**.
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1. Fill out the requested information, and click **Submit**. Your application
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will be reviewed for Community plan eligibility.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!register-server-legacy.md!}
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{!legacy-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, scroll down to the
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**Sponsorship and discounts** area, and click **Request sponsorship**.
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1. Fill out the requested information, and click **Submit**. Your application
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will be reviewed for Community plan eligibility.
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!!! tip ""
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Organizations that do not qualify for a Community plan may be offered a
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discount on the Business plan.
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{end_tabs}
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## Paid plan discounts
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The following types of organizations are generally eligible for significant
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discounts on paid plans. You can also contact
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[sales@zulip.com](mailto:sales@zulip.com) to discuss bulk discount pricing for a
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large organization.
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- [Education organizations](#education-pricing) and [non-profit
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organizations](#non-profit-pricing).
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- Discounts are available for organizations based in the **developing world**.
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- Any organization where many users are **not paid staff** is likely eligible
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for a discount.
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### Education pricing
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Organizations operated by individual educators (for example, a professor
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teaching one or more classes) are generally eligible for a free
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Community plan.
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Departments and other institutions using Zulip are eligible for discounted
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education pricing.
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- **For-profit education pricing**:
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- **Basic plan**: $0.50 per user per month
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- **Business plan**: $1 per user per month with annual billing
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($1.20/month billed monthly) with a minimum purchase of 100 licenses.
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- **Non-profit education pricing**: The non-profit discount applies to
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online purchases only (no additional legal agreements) for use at registered
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non-profit institutions (e.g., colleges and universities).
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- **Basic plan**: $0.35 per user per month
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- **Business plan**: $0.67 per user per month with annual billing
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($0.80/month billed monthly) with a minimum purchase of 100 licenses.
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### Non-profit pricing
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Non-profits with no paid staff are eligible for the free Community plan.
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For non-profits with paid staff, volunteers and other unpaid participants in
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your community are eligible for free Zulip accounts. Additionally, discounts are
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available for paid staff accounts. Contact
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[sales@zulip.com](mailto:sales@zulip.com) to arrange discounted pricing for your
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organization.
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### Guest user discounts
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There is no automatic discount for guest users. However, organizations with a
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large number of guest users are very likely to be eligible for a discount. If
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this is your situation, please apply for a discount or email
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[sales@zulip.com](mailto:sales@zulip.com).
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### Duplicate accounts
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Some servers host multiple organizations, with some individuals having accounts in
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several of these organizations. If you have this setup, the ability to
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[configure whether guests can see other
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users](/help/guest-users#configure-whether-guests-can-see-all-other-users)
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(introduced in Zulip 8.0) may allow you to consolidate into a single Zulip
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organization.
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If you want to maintain a multi-organization setup with duplicate accounts, you
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may contact [sales@zulip.com](mailto:sales@zulip.com) to arrange a discounted rate.
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### Apply for a paid plan discount
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These instructions describe the paid plan discount application process for an
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existing Zulip server. If you would like to inquire about paid plan discount
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eligibility prior to setting up a server, contact
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[sales@zulip.com](mailto:sales@zulip.com).
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{start_tabs}
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{tab|v8}
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{!register-server.md!}
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{!self-hosted-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, scroll down to the
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**Sponsorship and discounts** area, and click **Request sponsorship**.
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1. Select your preferred option from the **Plan** dropdown.
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1. Fill out the requested information, and click **Submit**. Your application
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will be reviewed for discount eligibility.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!register-server-legacy.md!}
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{!legacy-log-in.md!}
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1. On the page listing Zulip's self-hosted plans, scroll down to the
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**Sponsorship and discounts** area, and click **Request sponsorship**.
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1. Select your preferred option from the **Plan** dropdown.
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1. Fill out the requested information, and click **Submit**. Your application
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will be reviewed for discount eligibility.
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{end_tabs}
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## Payment methods
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### Can I pay by credit card and/or invoice?
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You can always use a credit card to pay. If you would like to pay by invoice,
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you will need to sign up for an annual plan.
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### How does automatic billing work?
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{!automatic-billing.md!}
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### How does manual billing work?
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{!manual-billing-intro.md!}
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#### Manually manage licenses
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{start_tabs}
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{tab|v8}
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{!self-hosted-log-in.md!}
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1. Modify **Number of licenses for current billing period** or **Number of
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licenses for next billing period**, and click **Update**.
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!!! tip ""
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You can only increase the number of licenses for the current billing period.
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{tab|older-versions}
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{!legacy-log-in-intro.md!}
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{!legacy-log-in.md!}
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1. Modify **Number of licenses for current billing period** or **Number of
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licenses for next billing period**, and click **Update**.
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!!! tip ""
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You can only increase the number of licenses for the current billing period.
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{end_tabs}
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## Self-hosting Zulip for free
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Zulip is 100% open-source. Organizations that do not require support with their
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installation can always use Zulip for free with no limitations. Additionally,
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the [Mobile Push Notification
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Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
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is provided free of charge for organizations with up to 10 users.
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You can self-manage your Zulip installation without signing up for a plan. Get
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started with the [installation
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guide](https://zulip.readthedocs.io/en/stable/production/install.html).
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## Related articles
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||
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* [Trying out Zulip](/help/trying-out-zulip)
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* [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting)
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* [Migrating from other chat tools](/help/migrating-from-other-chat-tools)
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* [Contact support](/help/contact-support)
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