})
+1. Click **Change payment method**.})
1. Enter the new credit card information, or edit any of the billing address/contact information.
1. Click **Submit**.
diff --git a/docs/manage/manage-subscription/sumo-logic-credits-accounts.md b/docs/manage/manage-subscription/sumo-logic-credits-accounts.md
index 9489a06788..e734aff849 100644
--- a/docs/manage/manage-subscription/sumo-logic-credits-accounts.md
+++ b/docs/manage/manage-subscription/sumo-logic-credits-accounts.md
@@ -29,7 +29,7 @@ Free accounts offer access to most Sumo Logic features with the following limita
- **Retention**. 7-day log retention.
- **Users**. Limited to three users.
-Free accounts can be upgraded to a paid subscription in the Sumo Logic UI. For details, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-credits-account).
+Free accounts can be upgraded to a paid subscription in the Sumo Logic UI. For details, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-account/upgrade-credits-account).
:::note
Free accounts do not support [Data Management](/docs/manage/users-roles/roles/role-capabilities/#data-management).
@@ -56,7 +56,7 @@ Essentials accounts scale to meet your growing needs for user licenses, data ret
* **Collaborate**. Advanced team collaboration features.
* **Orchestrate**. Designed for organizations requiring robust workflows and automation.
-For details on upgrading to an Essentials plan or higher, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-credits-account). Essentials accounts can be upgraded to Enterprise accounts anytime.
+For details on upgrading to an Essentials plan or higher, see [Upgrade a Sumo Logic Credits Account](/docs/manage/manage-subscription/upgrade-account/upgrade-credits-account). Essentials accounts can be upgraded to Enterprise accounts anytime.
### Enterprise Operations
diff --git a/docs/manage/manage-subscription/upgrade-account/index.md b/docs/manage/manage-subscription/upgrade-account/index.md
index d9a538e3c2..a9d0f8ed5a 100644
--- a/docs/manage/manage-subscription/upgrade-account/index.md
+++ b/docs/manage/manage-subscription/upgrade-account/index.md
@@ -13,7 +13,13 @@ In this section, we'll introduce the following concepts:
- })
+Upgrade a Credits Account
+Upgrade a Credits Account
+Learn how to upgrade a Free or Trial account to an Essentials subscription.
+
+
diff --git a/docs/manage/manage-subscription/upgrade-account/upgrade-credits-account.md b/docs/manage/manage-subscription/upgrade-account/upgrade-credits-account.md
new file mode 100644
index 0000000000..7fc09e1ca9
--- /dev/null
+++ b/docs/manage/manage-subscription/upgrade-account/upgrade-credits-account.md
@@ -0,0 +1,69 @@
+---
+id: upgrade-credits-account
+title: Upgrade a Sumo Logic Credits Account
+sidebar_label: Upgrade a Credits Account
+description: Learn how to upgrade a Free or Trial account to an Essentials subscription.
+---
+
+import useBaseUrl from '@docusaurus/useBaseUrl';
+
+This page explains how to upgrade a Free or Trial Sumo Logic account to Essentials and adjust existing Essentials plans.
+
+:::note
+You must be an account *administrator* to upgrade your Sumo Logic plan.
+:::
+
+## Upgrade a Free or Trial Credits account to Essentials
+
+Using our self-service checkout, you can upgrade to an Essentials plan in minutes using a credit card—no need to interact with the sales team.
+
+Essentials plans is ideal for:
+- Small to medium-sized businesses seeking quick and independent onboarding.
+- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics.
+
+
+
Upgrade a Flex Account
Learn how to upgrade a Free or Trial account to an Essentials subscription.
+
+
+Follow the below steps to upgrade from a Free or Trial Credits account to an Essentials plan:
+
+1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Administration > Account > Manage Plan**. What's a Sumo Credit?
+ +Sumo Credit is a unit of measure used to flexibly pay for any products (for example, logs, metrics, or storage) within your plan. It allows you to allocate resources as needed, helping to avoid unnecessary waste. + +[**New UI**](/docs/get-started/sumo-logic-ui/). In the top menu select **Administration**, and then under **Account** select **Manage Plan**. You can also click the **Go To...** menu at the top of the screen and select **Manage Plan**. +1. Click **Upgrade** in the Essentials card to upgrade your plan to Essentials.
})
+ :::note
+ Contact the Sumo Logic sales team if you want to upgrade your plan to Enterprise Suite, and for any additional services.
+ :::
+1. Choose **Monthly Subscription** or **Annual Subscription** billing type for your plan, and click **Continue**.
+1. Enter the credit card information and billing address. Once your payment is processed, your account will be upgraded, granting you immediate access to premium features. The payment is calculated for the full day on which you confirm and pay. Your subscription begins at midnight PST on that day.
+
+## Adjusting Essentials plans
+
+You can switch between Essentials plans or update billing cycles as needed. Changes take effect immediately or at the next billing cycle, depending on your request.
+
+The table below explains our Essentials plan billing plan change policies.
+
+| Plan type | Immediate plan change allowed? | What happens at 100% credit depletion? | When are overages charged? | When are plan changes charged? |
+|:--------------------------|:------------------------------------|:--------------------------------------------|:-------------------------------------------|:--------------------------------------------------|
+| **Month-to-month** | Yes | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle |
+| **Month-to-annual** | No | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle |
+| **Annual-to-annual** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle |
+| **Annual-to-month** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle |
+
+:::note
+- There is no carry forward of unused credits in any plan type.
+- Customers using order forms for billing cannot switch to self-service payments.
+- Downgrades to the Free account are not supported through the checkout interface.
+- Downgrades between paid plans take effect at the start of the next billing cycle.
+:::
+
+To modify your payment details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information). If you encounter issues during your upgrade, contact [Support](https://support.sumologic.com/support/s/).
+
+## Enterprise plans
+
+If your needs exceed Essentials plan capabilities, contact [Sales](https://www.sumologic.com/contact-us/) to explore Enterprise plan features like Cloud SIEM and advanced tiered analytics. Our team is here to help you find the best fit for your organization.
+
+## Cancel your account
+
+Looking to cancel your Sumo Logic subscription? See [Close or Cancel a Sumo Logic Account](/docs/manage/manage-subscription/close-cancel-sumo-account).
\ No newline at end of file
diff --git a/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-credits-account.md b/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-flex-account.md
similarity index 89%
rename from docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-credits-account.md
rename to docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-flex-account.md
index 4059f90f05..6685f01292 100644
--- a/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-credits-account.md
+++ b/docs/manage/manage-subscription/upgrade-account/upgrade-sumo-logic-flex-account.md
@@ -1,7 +1,7 @@
---
-id: upgrade-sumo-logic-credits-account
-title: Upgrade a Sumo Logic Credits Account
-sidebar_label: Upgrade a Credits Account
+id: upgrade-sumo-logic-flex-account
+title: Upgrade a Sumo Logic Flex Account
+sidebar_label: Upgrade a Flex Account
description: Learn how to upgrade a Free or Trial account to an Essentials subscription.
---
@@ -9,9 +9,9 @@ import useBaseUrl from '@docusaurus/useBaseUrl';
This page explains how to upgrade a Free or Trial Sumo Logic account to Essentials and adjust existing Essentials plans.
-## Prerequisites
-
-You must be an account administrator to upgrade your Sumo Logic plan.
+:::note
+You must be an account *administrator* to upgrade your Sumo Logic plan.
+:::
## Upgrade a Free or Trial Credits account to Essentials
@@ -20,13 +20,13 @@ Using our self-service checkout, you can upgrade for an Essentials plan in minut
})
Essentials plans are ideal for:
-- Small- to medium-sized businesses seeking quick and independent onboarding.
+- Small to medium-sized businesses seeking quick and independent onboarding.
- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics.