mirror of https://github.com/zulip/zulip.git
418 lines
13 KiB
Markdown
418 lines
13 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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## Business plan details and upgrades
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The Business plan is appropriate for most business organizations. It includes
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unlimited access to the Mobile Push Notification Service and commercial support
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for dozens of features and integrations that help businesses take full advantage
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of their Zulip implementation.
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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. For
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commercial support with your installation, sign up for the Business plan, with a
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minimum purchase of 10 licenses.
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If you 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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Business plan discounts are available in a variety of situations; see
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[below](#business-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 the Business, Community or Enterprise plan. When you
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upgrade to the Business plan, you can start the plan right away (if you‘d like
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your technical 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 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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{!self-hosted-billing-admin-only.md!}
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{!self-hosted-log-in.md!}
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1. You will be logged in to Zulip's [Plans and pricing
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page](https://zulip.com/plans/). Under the **Business** pricing plan on the
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**Self-hosted** tab, click **Upgrade to Business**.
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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 **Purchase Zulip Business** to upgrade immediately, or **Schedule
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upgrade to Zulip Business** to schedule an upgrade for February 15.
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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 **Purchase Zulip Business** to upgrade immediately, or **Schedule
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upgrade to Zulip Business** to schedule an upgrade for February 15.
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{end_tabs}
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### Upgrades for new customers
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**New customers** are eligible for a free 30-day trial of Zulip Business. 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 (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. Under the **Business** pricing plan on the **Self-hosted** tab, click
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**Start 30-day trial**.
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2. Click **Add card** to enter your payment details.
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3. 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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!!! 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. Under the **Business** pricing plan on the **Self-hosted** tab, click
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**Start 30-day trial**.
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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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## 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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- Communities, such as clubs or special interest groups.
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- Education and non-profit organizations with up to 100 users.
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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. Under the **Community** pricing plan on the **Self-hosted** tab, click
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**Apply to upgrade**.
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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. Under the **Community** pricing plan on the **Self-hosted** tab, click
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**Apply to upgrade**.
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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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## Business plan discounts
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The following types of organizations are generally eligible for significant
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discounts on the Zulip Business plan. 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 pricing** is available with a minimum purchase of 100 licenses.
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Organizations with up to 100 users are eligible for free Community plan
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sponsorship.
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- **For-profit education pricing**: $1 per user per month with annual billing
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($1.20/month billed monthly).
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- **Non-profit education pricing**: $0.67 per user per month with annual billing
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($0.80/month billed monthly). 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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- **Non-profit** discounts of 85+% are available with a minimum purchase of 100
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licenses. Organizations with up to 100 users are eligible for free Community plan
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sponsorship.
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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 for a discount.
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### Apply for Business plan discount
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These instructions describe the Business plan discount application process for an
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existing Zulip server. If you would like to inquire about Business 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. Under **Sponsorship and discounts** on the **Self-hosted** tab, click
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**Request sponsorship**.
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1. Under **Plan**, select **Business**.
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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. Under **Sponsorship and discounts** on the **Self-hosted** tab, click
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**Request sponsorship**.
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1. Under **Plan**, select **Business**.
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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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### What is the difference between automatic and manual billing?
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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-managed installations
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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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* [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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