How can I upgrade my plan on SalaryBox? #
You can upgrade your SalaryBox plan to accommodate a growing team, add new features, and extend your subscription.
Note: During an upgrade, you can increase your staff count, add features, or include add-ons.
Steps to Upgrade from the Web #
- Log in to the SalaryBox web portal.
- Go to the ‘Subscriptions & Billing’ section on the bottom-left side of the screen.
- Click on ‘Upgrade Plan’.
The Upgrade Plan page will open, showing your current plan validity, billing period, plan, and add-ons. - If you are on a Quarterly plan and want to switch to Annual :
- On the Upgrade Plan page, locate the ‘Billing Period’ toggle.
- Click ‘Annual’ to switch from Quarterly to Annual billing.
Note: Annual billing is charged once a year. Your remaining quarterly plan balance will be adjusted and reflected in the Order Summary. - Review the updated Order Summary on the right side of the screen.
- Click ‘Confirm Changes’ and complete the payment to activate the new billing cycle.
- If you want to switch between the Starter and Business plans:
- On the Upgrade Plan page, find the ‘Plan’ row and click ‘Change’ next to your current plan name.
- Select your preferred plan and click ‘Confirm’.
- Update the number of users if required.
- Review the updated Order Summary and click ‘Confirm Changes’.
- Complete the payment to activate the new plan.
Note:Any remaining balance from your current plan will be adjusted (credited) automatically. The Order Summary will show the exact amount due today.
- You can add optional add-ons such as Live Location Tracking and Field Force CRM to any plan:
- On the Upgrade Plan page, scroll to the ‘Add-ons’ section.
- To add a new add-on, click ‘+ Add’. A ‘Select Add-ons’ popup will appear with the following options:
- Live Location Tracking – Live location tracking and location analytics for your team.
- Field Force CRM – CRM tools for managing field staff activities.
- Select the add-on(s) you want and click ‘Confirm’.
- Enter the number of users to assign to each add-on.
- To remove an existing add-on, click the ✕ icon next to it.
- Review the updated Order Summary and click ‘Confirm Changes’.
- Complete the payment. Changes take effect immediately once the payment is successful.
Steps to Upgrade from the Android App #
- Log in to the SalaryBox Android application using your registered mobile number.
- Tap on ‘Settings’ > ‘Subscriptions & Billing’.
- Tap ‘Upgrade Plan’.
The Upgrade Plan screen will open, showing your current plan validity, billing period, plan, and add-ons. - If you are on a Quarterly plan and want to switch to Annual:
- On the Upgrade Plan screen, tap ‘Annual’ in the Billing Period toggle.
- Review the updated Order Summary.
- Tap ‘Confirm Changes’ and complete the payment.
- If you want to switch between Starter and Business plans:
- On the Upgrade Plan screen, tap ‘Change’ next to your current plan name.
- A ‘Select Plan’ popup will appear. Choose your preferred plan:
- Tap ‘Confirm’.
- Update the number of users if needed.
- Review the Order Summary and tap ‘Confirm Changes’.
- Complete the payment to activate the new plan immediately.
Note: Any remaining balance from your current plan will be adjusted and shown in the Order Summary before you confirm.
- To manage add-ons such as Live Location Tracking and Field Force CRM:
- On the Upgrade Plan screen, scroll to the ‘Add-ons’ section.
- Tap ‘+ Add’ to open the ‘Select Add-ons’ popup.
- Select the add-on(s) you want and tap ‘Confirm’.
- Enter the number of users to assign to each add-on.
- To remove an add-on, tap the ✕ icon next to it.
- Tap ‘Confirm Changes’ and complete the payment.
