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Learn how to buy and manage business subscriptions, perform license management
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Try or buy a Microsoft 365 for business
subscription
Article • 03/16/2023 • 7 minutes to read
Check out all of our small business content on Small business help & learning .
Check out Microsoft 365 small business help
on YouTube.
Microsoft 365 for business is a subscription service that lets you run your organization in
the cloud while Microsoft takes care of the IT for you. Microsoft manages devices,
protects against real-world threats, and provides your organization with the latest in
business software. You can sign up for a free trial subscription for Microsoft 365
Business Standard, Microsoft 365 Business Premium, or Microsoft 365 Apps for business
and try it out for 30 days.
７ Note
You must use a credit card when you sign up for a free trial. At the end of your free
trial period, your trial subscription is automatically converted to a paid subscription.
Your credit card isn't billed until the end of the trial period.
Before you begin
You don't need an existing Microsoft account to sign up for a free trial. For all other
procedures in this article, you must be a Global or Billing admin for your organization.
For more information, see About admin roles.
Need help with choosing a plan?
Deciding on a plan can depend on your specific business needs. The Microsoft 365 plan
chooser is designed to help you with this. The chooser will make recommendations
based on your answers to questions such as the size of your business, your field of work,
the devices you use, and what kind of features, IT support, and security you're looking
for. See Help me find the right plan for my business
Try a free trial subscription
.
Use these steps to create an account and sign up for a free trial subscription of
Microsoft 365 Business Standard, Microsoft 365 Business Premium, or Microsoft 365
Apps for business.
1. Go to the Microsoft 365 Products site .
2. Select the plan that you want to sign up for, such as Microsoft 365 Business
Standard, scroll down the page, and select Try free for 1 month.
3. On the next page, follow the steps to set up your account.
4. The sign-up process may take several minutes to complete. After it's complete,
you're ready to start the setup wizard for your subscription. For more information
about setting up your subscription, see Next steps.
Buy a subscription from your free trial
At the end of your free trial period, your trial subscription automatically converts to a
paid subscription. The paid subscription defaults to the plan you currently have. You can
buy a different plan by following the steps in Buy a different subscription.
If you want to buy your subscription before your trial is over, use these steps:
1. In the Microsoft 365 admin center, go to the Billing > Your products
page.
2. On the Your products page, find the subscription that you want to buy.
3. In the Licenses section, select Purchase subscription.
4. Choose a billing frequency for your subscription, then select Checkout.
5. On the next page, verify the subscription, and select Checkout.
6. On the next page, verify the Sold to address, the Billed to information, and Items
in this order. If you need to make any changes, select Change next to the
applicable section.
7. When you're finished, select Accept agreement & place order.
Extend your trial
Do you need more time to try out the features of Microsoft 365 for business before
buying? If your trial subscription is within 15 days of expiring and the trial hasn't been
extended before then you can extend your trial for another 30 day period. You can only
do this one time.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the trial subscription that you want to extend.
3. On the subscription details page, in the Subscriptions and payment settings
section, select Extend end date.
4. In the Extend end date pane, review the extension information, and if necessary,
select a payment method. When you're finished, select Extend trial.
When you're ready to buy, see Buy your trial version.
Cancel your free trial subscription
If you decide to cancel your trial subscription before the free trial period ends, go to the
Microsoft 365 admin center and turn off Recurring billing. The trial will automatically
expire when your month ends, and your credit card won't be charged.
Try a different subscription
If you already have a Microsoft 365 for business subscription, you can use the Microsoft
365 admin center to try a different subscription.
When you add a subscription through the Microsoft 365 admin center ], the new
subscription is associated with the same organization (domain namespace) as your
existing subscription. This association makes it easier to move users in your organization
between subscriptions, or to assign them a license for the additional products they
need.
1. In the admin center, go to the Billing > Purchase services
page.
2. On the Purchase services page, you see the plans that are available to your
organization. Choose the Microsoft 365 plan that you want to try.
3. On the next page, select Get free trial. The trial gives you 25 user licenses for a
one-month term.
4. Choose to receive a text or a call, enter your phone number, then choose Text me
or Call me.
5. Enter the verification code, then select Start your free trial.
6. On the Check out page, select Try now.
7. On the order receipt page, select Continue.
Buy a different subscription
If you already have a Microsoft 365 for business subscription, you can go through the
Microsoft 365 admin center to buy a different subscription for your organization.
Watch: Move users to a different subscription
Check out this video and others on our YouTube channel .
https://www.microsoft.com/en-us/videoplayer/embed/RE1SBE2?
autoplay=false&postJsllMsg=true
As your users change roles, they may need features that aren't available in their current
Microsoft 365 Business Premium subscription. When this happens, you can add a new
subscription that includes those features, and assign licenses to the people who need
them.
７ Note
For some subscriptions, you can only cancel during a limited window of time after
you buy or renew your subscription. If the cancellation window has passed, turn off
recurring billing to cancel the subscription at the end of its term.
When you buy another subscription through the Microsoft 365 admin center , the new
subscription is associated with the same organization (domain name space) as your
existing subscription. This makes it easier to move users in your organization between
subscriptions or assign them a license for the additional subscription they need.
1. In the admin center, go to the Billing > Purchase services
page.
2. On the Purchase services page, select the plan that you want to buy, select Details,
then select Buy.
3. Enter the number of licenses that you need and choose whether to pay each
month or for the whole year. Choose whether you want to automatically assign
licenses to everyone who does not currently have a license. Then select Check out
now.
4. Review the pricing information and select Next.
5. Provide your payment information, and then select Place order > Go to Admin
Home.
７ Note
You must move users from your free trial subscription to the new subscription
before your 90-day grace period ends after your trial subscription expires. By doing
this, you keep your data, accounts, and configuration. Otherwise, that information is
deleted.
Next steps
If you have a new account and are setting up your first subscription, you can use the
guided setup articles to help you get started.
Set up Microsoft 365 Business Basic
Set up Microsoft 365 Business Standard
Set up Microsoft 365 Business Premium
Set up Microsoft 365 Apps for business
If you already have a subscription and are adding a new subscription, you can move
users to it. To learn how, see Move users to a different subscription.
Related content
Microsoft 365 for business training videos
(video)
Add users and assign licenses at the same time (article)
Assign licenses to users (article)
Upgrade to a different plan (article)
Buy or edit an add-on for Microsoft 365 for business (article)
Add storage space for your subscription (article)
Buy or manage add-ons for Microsoft
365 business plans
Article • 11/29/2022 • 2 minutes to read
Many Microsoft 365 for business plans have add-ons that you can buy for your
subscriptions. Add-ons provide more features to enhance your subscription experience.
There are two types of add-ons:
1. Traditional add-ons are linked to a specific subscription. If you cancel the
subscription, the associated add-on is also canceled.
2. Standalone add-on subscriptions appear as a separate subscription on the Your
products page and have their own expiration date. Unlike traditional add-ons,
standalone add-on subscriptions aren't linked to a specific subscription. You
manage a standalone add-on subscription the same way that you manage any
other subscription.
Before you begin
You must be a Global or Billing admin to do the steps described in this article. For more
information, see About admin roles.
Buy an add-on
Use the following steps to find and buy add-ons. The list only includes add-ons that are
available to you. This list is based on your currently active subscriptions, and any other
existing add-ons you already have. If an add-on isn't on the list, it's not available to buy.
For information about Skype for Business add-ons, see Skype for Business and Microsoft
Teams add-on licensing.
1. In the admin center, go to the Billing > Purchase services
page.
2. At the bottom of the Purchase services page, in the Add-ons section, find the
add-on that you want to buy, and select Details.
3. On the product details page, select Next.
4. If needed, complete any other order information. This information might include
selecting the subscription the add-on is for. When you're finished, select Check out
now.
5. If needed, review the order and pricing information, then select Next.
6. Choose a payment method, or add a new one, then select Place order > Go to
Admin Home.
Manage an add-on
You manage a standalone add-on subscription the same way that you manage any
other subscription – on the Your products page. For example, you can buy or remove
licenses, manage recurring billing, and edit or replace payment methods for standalone
add-on subscriptions.
You manage a traditional add-on by going to the subscription that contains it and
making changes there. Use the following steps to manage a traditional add-on.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that contains the add-on that you
want to update.
3. On the subscription details page, the Add-ons section lists the add-ons that you
bought. Select Manage add-ons.
4. In the Manage add-ons pane, from the Add-on drop-down list, select the add-on
that you want to change.
5. Enter a quantity change for the add-on, then select Save.
Remove an add-on
To remove a standalone add-on subscription, you cancel the subscription, just like any
other subscription. Or you can turn off Recurring billing.
You can't remove a traditional add-on. If you want to remove a traditional add-on,
contact support for help (Get support.
Related content
Add storage space for your subscription (article)
Buy or remove subscription licenses (article)
Turn Recurring billing off or on (article)
Manage payment methods (article)
Add more SharePoint storage to your
subscription
Article • 02/13/2023 • 3 minutes to read
If you start to run out of storage for your SharePoint sites, you can add storage to your
subscription if your plan is eligible. If you don't see the Office 365 Extra File Storage in
the list of available add-ons, it means your plan is not eligible. For more information, see
Is my plan eligible?
When you buy Office 365 Extra File Storage, you can add units in increments of 1 GB.
７ Note
If you bought your subscription through Volume Licensing or a CSP, you can't buy
Office 365 Extra File Storage for your organization directly from Microsoft. Contact
your representative or partner for help. For information about OneDrive storage,
see Set the default storage space for OneDrive users.
 Tip
If you need help with the steps in this topic, consider working with a Microsoft
small business specialist . With Business Assist, you and your employees get
around-the-clock access to small business specialists as you grow your business,
from onboarding to everyday use.
Before you begin
You must be a Global or SharePoint admin to do the tasks in this article. For more
information, see About admin roles.
View available storage
1. In the SharePoint admin center, go to Active sites
, and sign in with an account
that has admin permissions for your organization.
2. In the upper right of the page, see the amount of storage used across all sites, and
the total storage for your subscription. If your organization has configured Multi-
Geo in Microsoft 365, the bar also shows the amount of storage used across all
geo locations.
７ Note
The storage used doesn't include changes made within the last 24-48 hours.
After you determine how much storage you're using, you can add or remove storage
space for your subscription. To find out how much it will cost to add storage space,
follow the steps in this article, and review the pricing information before you buy more.
For information about setting site collection storage limits, see Manage site collection
storage limits.
Buy the extra storage add-on
If you haven't yet bought extra storage for your subscription, you can do that.
1. In the admin center, go to the Billing > Purchase services
page.
2. On the Your Products page, select the subscription that contains SharePoint
Online Plan 1 or SharePoint Online Plan 2.
3. In the Product details and upgrade section, select View apps and services
included with this subscription.
4. Select the Add-ons tab, find Office 365 Extra File Storage, and select Details.
5. On the product details page, select Next and Enter the number of gigabytes of
storage you want to add.
6. Select Check out now.
7. On the How does this look? page, verify the number of gigabytes of storage you
selected, review the pricing information, and then select Next.
8. On the Complete order page, verify the total. If you need to make any changes,
select Edit order. If the order requires a credit check, select the check box. When
you're finished, select Place order > Go to Admin Home.
Increase or decrease your extra storage
If you've already bought extra file storage via the Office 365 Extra File Storage add-on,
you can use these steps to increase or decrease the extra storage space for your
subscription. You can reduce the storage to as low as 1 gigabyte. To remove all of the
extra storage space, contact support.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that contains the Office 365 Extra File
Storage add-on.
3. On the product details page, in the Add-ons section, select Manage add-ons.
4. In the Manage add-ons pane, from the Add-on list, choose Office 365 Extra File
Storage.
5. In the Quantity text box, enter the number of GBs of storage space that you want
for the subscription.
6. Select Save.
Is my plan eligible for Office 365 Extra File
Storage?
Office 365 Extra File Storage is available for the following subscriptions:
Office 365 Enterprise E1
Office 365 Enterprise E2
Office 365 Enterprise E3
Office 365 Enterprise E5
Office 365 A3 (faculty)
Office 365 A5 (faculty)
Microsoft 365 for the web with SharePoint Plan 1
Microsoft 365 for the web with SharePoint Plan 2
SharePoint Online Plan 1
SharePoint Online Plan 2
Microsoft 365 Business Basic
Microsoft 365 Business Standard
Microsoft 365 Business Premium
Microsoft 365 E3
Microsoft 365 E5
Microsoft 365 F1
Microsoft 365 F3
７ Note
Office 365 Extra File Storage is also available for GCC, GCC High, and DOD plans.
Related content
Manage site storage limits (article)
Upgrade to a different Microsoft plan
Article • 11/29/2022 • 8 minutes to read
When your business changes, or you need more features, you can upgrade plans. The
easiest way to do this is to use the Upgrade tab in the admin center. However, using the
Upgrade tab isn't supported in all situations. In some cases, you might be able to
change plans manually.
Use the Upgrade tab
When you use the Upgrade tab, you're led through the process of buying a new plan.
All users are automatically assigned licenses in the new plan, and your old plan is
canceled for you.
1. In the admin center, go to the Billing > Your products
page.
2. Select the subscription that you want to upgrade.
3. On the subscription details page, under Product details and upgrades, select View
upgrades recommended for your org.
4. Find the plan to which you want to upgrade, then select the Upgrade button.
5. Enter the number of licenses that you need, choose whether to pay each month or
for the whole year, then select Go to checkout.
７ Note
Make sure you buy enough licenses to cover all your users.
6. On the next page, verify the Sold to address, the Billed to information, and Items
in this order. You can change the default payment method at this step. If you need
to make any changes, select Change next to the applicable section.
7. When you're finished, select Place order.
When you finish checkout, it might take a few minutes to finalize the upgrade. You can
start using your new subscription right away. Select Check upgrade status to check the
progress of the upgrade. You'll be notified when the upgrade is complete. The
notification is displayed on the Your products page, next to your new subscription.
The Upgrade tab is empty
If the Upgrade tab is empty, you'll see an explanation of why you can't upgrade at this
time. You can try to change plans manually. For more information, see Why can't I
upgrade plans?.
I don't see the plan I want
When you use the Upgrade tab, the plans that you can upgrade to are displayed based
on the services in your current plan. You can only use the Upgrade tab to move to a
plan that has the same data-related services, or to a higher version. This ensures that
users don't lose data related to those services during the change.
If you want to move to a plan with fewer services, you can change plans manually, or call
support for help.
I only want to upgrade some of my users. How
do I do that?
If you only want to upgrade some users to a different plan, but need to buy the new
subscription first, see Change plans manually. If you already have the subscription that
you want to upgrade users to, see Move users to a different subscription.
Why some changes take longer
Number of assigned users: If you have a large number of assigned users, it will take
longer to do the upgrade to move them to the new plan.
Credit checks when changing plans: If you pay by invoice, or reach a certain level of
cost, a credit check might be required. A credit check can take up to two business days.
Users will have full access to their current plan until you move them to the new one.
You'll receive a notification if a credit check is required.
Why can't I upgrade plans?
If you don't see any plans on the Upgrade tab, it means your plan can't be upgraded
automatically. In some cases, you might be able to resolve the issue so that you can
view plans available for upgrade, or you might be able to upgrade or change plans
manually, instead.
Why are there no plans listed to upgrade?
You can't upgrade subscriptions now because you have more users
than licenses
To upgrade plans automatically, all of your users need to be assigned valid licenses. If
you have assigned more licenses than you have purchased, you'll see an alert on the
Licenses
page that says you have a licensing conflict that needs to be resolved. Learn
how to resolve license conflicts. After you have resolved any licensing conflicts, you
should see plans listed on the Upgrade tab. If not, you can change plans manually, or
call support.
You can't upgrade subscriptions right now because this
subscription isn't fully set up or the service isn't available
For example, if one of the services has an incident, you won't be able to upgrade until all
services are healthy. To see if there are provisioning or service health issues, in the
admin center, go to the Health > Service health
page.
If you find that a service is not fully provisioned, or you have a service health issue,
please wait a few hours for your service to become available, and try again. If you still
have a problem, please call support.
You can't upgrade plans because another plan is in the process of
being upgraded or is pending a credit check
Wait until the credit check has been completed before upgrading plans. Credit checks
can take up to two working days.
Currently, this subscription is not eligible to upgrade
You can change plans manually or call support.
I see a different message than what's listed here
You can change plans manually or call support.
Additional reasons you can't upgrade
You have two or more plans for the same product
You can only use the Upgrade tab if all users subscribe to the same plan. For example, if
you have two Microsoft 365 Business Standard plans, you won't be able to automatically
upgrade one of them to another plan.
You have a prepaid plan
If you've paid for your subscription in advance, you might be able to change plans
manually. However, you won't receive a credit for unused time remaining on your
current subscription if you upgrade plans before the current plan expires.
You can also call support for help.
You have a government or non-profit plan
If you have a government or non-profit plan, you can change plans manually or call
support for help.
The subscription that you want to upgrade from has a temporary
issue
You might not see any plans on the Upgrade tab because the service is in the process of
upgrading a high volume of plans. Try again in about an hour after your first attempt.
The plan that you want to upgrade to isn't a supported option
When you upgrade plans, the plans that are available for you to upgrade to are
displayed based on the services in your current plan. You can only upgrade to a plan
that has the same data-related services, such as Exchange Online or SharePoint Online,
or to a higher version of them. This ensures that users don't lose data related to those
services during the upgrade.
If your plan isn't eligible to upgrade plans automatically, you might be able to change
plans manually instead. You can also call support for help.
Your subscription has an add-on
If you have an Add-on with your subscription, you might be able to change plans
manually.
Your subscription has an unpaid balance
To resolve this, find the subscription on the Your products
page, and select the Pay
now link in the Billing section. After the payment has been made, check the Upgrade
tab again.
What does upgrading a plan do to my service
and billing?
When you upgrade plans automatically by using the Switch plans button (or the
Upgrade tab in the new admin center), your services and billing are affected.
Access to services
Admins won't be able to use the admin center while the plan is being upgraded. This
can take up to an hour.
Users will experience no interruption of service. They will continue to have the existing
service until the upgrade is fully completed.
Users and licenses
Users on the old subscription will automatically be moved to the new subscription.
If your old subscription includes multiple services, and if you have changed which of
these services your users are assigned to, you may want to make note of this before you
upgrade plans so that you can recreate these changes afterwards. All users will be given
access to all services in the new subscription. For example, if you previously purchased
Microsoft 365 Business Premium for all 100 of your users, but unassigned the SharePoint
Online service from 50 of them, this change would not be kept after you upgrade plans.
If you have more than one subscription before you upgrade plans, and have users
assigned licenses to more than one subscription, this assignment pattern will be kept as
much as possible in the new subscription. All user data will be retained during the
upgrade, including Exchange mailboxes and SharePoint Online documents, lists, and
other information.
Billing
The day your plan upgrade is complete, the billing on your old subscription will be
turned off and the billing on your new subscription will be turned on. You'll get a
prorated credit for any unused service on the old subscription. You'll receive a new
invoice that includes the credit for your old subscription within 30 days of upgrading to
the new subscription.
７ Note
The length of time it takes to actually credit your payment account depends on the
payment method that was used for the subscription.
Upgrading from a prepaid subscription before it expires? If the total cost of your new
subscription is greater than or equal to the remaining value of your prepaid
subscription, you won't lose any prepaid time. On the checkout page, you'll see a credit
for your unused time. However, if the total cost of your new subscription is less than the
remaining value of your current prepaid subscription, you'll forfeit some of your unused
time. You'll be notified before you checkout, and you can wait to upgrade until closer to
your prepaid subscription's expiration date.
Call support to help you upgrade plans
Call Microsoft support.
Related content
Change plans manually (article)
Back up data before switching Microsoft 365 for business plans (article)
Renew Microsoft 365 for business
Article • 03/16/2023 • 3 minutes to read
Check out all of our small business content on Small business help & learning .
） Important
As of January 26, 2021, new bank accounts are no longer supported for customers
in Belgium, France, Italy, Luxembourg, Portugal, Spain, and the United States. If
you're an existing customer in one of those countries, you can continue paying for
your subscription with an existing bank account, and you can add new
subscriptions to it, but only as long as the bank account is in good standing.
This article applies to most paid Microsoft 365 for business subscriptions.
To renew by using a product key that you bought from a retail store or Microsoft
partner, see Find and enter your product key.
７ Note
Paying by bank account isn't available in some countries or regions.
Turn Recurring billing off or on
If you pay by credit card or bank account, Recurring billing is turned on by default.
When Recurring billing is on, your subscription will continue to be billed each year on
the day you subscribed. You can turn it off or back on again in the admin center if your
subscription is active.
If you prepaid for your subscription with a product key, your subscription will expire at
the end of subscription term. You can turn on Recurring billing and provide credit card
or bank account information so that your subscription will continue to be billed every
year on the day you subscribed. You also have the option to pay every month, or to pay
for the entire year up front. Your credit card or bank account will not be charged until
your initial subscription term has expired.
1. In the admin center, go to the Billing > Your products
page.
2. Select the subscription for which you want to manage recurring billing.
3. On the subscription details page, under Subscription and payment settings, select
Edit recurring billing.
4. In the Edit recurring billing pane, select On, On, but renew once, or Turn off.
5. Select Save.
７ Note
You can only change the Recurring billing setting for active
subscriptions. If your subscription has already expired or is disabled, you
will need to reactivate it before you can turn Recurring billing on or off.
When Recurring billing is turned off, the subscription isn't cancelled. If
you want to keep the subscription active, you must pay the bill manually.
If you turn off Recurring billing, the subscription remains active until it
expires. You can view the expiration date on the subscription details
page in the Subscription and payment settings section.
To learn how to cancel the subscription right away, see Cancel my
subscription.
Extend the expiration date of your prepaid
subscription by using a Microsoft 365 product
key
Prepaid product licenses are issued to you as a 25-character alphanumeric code, called a
product key. If you buy another pre-paid subscription for a product you already own,
you can use the product key to extend the expiration date of your subscription. You can
also use a product key to add more licenses to your subscription.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that you want to extend.
3. On the subscription details page, in the Subscription and payment settings
section, select Extend end date.
4. On the renew or add user licenses page, select Use a new and unused product
key, then select Next.
5. Enter the product key, then select Next.
７ Note
If you have more than one product key, you can select Add another product
key to enter them.
6. Review your order details, then select Redeem.
Related content
Reactivate your subscription (article)
What happens to my data and access when my subscription ends? (article)
Enter your product key (article)
Buy your trial version of Microsoft 365 for business (article)
Reactivate your Microsoft subscription
Article • 11/29/2022 • 2 minutes to read
You can reactivate your subscription in the admin center if: the subscription expired, was
disabled by Microsoft, or if you canceled it in the middle of a subscription term.
Before you begin
You must be a Global or Billing admin to reactivate a subscription. For more information,
see About admin roles.
Not an admin? Contact your administration to reactivate your subscription.
Reactivate a subscription
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, find the subscription that you want to reactivate. Select the
three dots (more actions), then select Reactivate this subscription.
If you don't see Reactivate this subscription, contact support.
3. In the Reactivate this subscription pane, select a payment method from the dropdown list, or select Add payment method.
4. Select Save.
Related content
Try or buy a Microsoft 365 for business subscription (article)
Renew Microsoft 365 for business (article)
Cancel your subscription (article)
Cancel your Microsoft business
subscription
Article • 03/16/2023 • 5 minutes to read
Check out all of our small business content on Small business help & learning .
This article only applies to canceling Dynamics 365, Intune, Power Platform, Windows
365, and Microsoft 365 for business subscriptions. If you have Microsoft 365 Family or
Personal, see Cancel a Microsoft 365 subscription .
２ Warning
Before you cancel a subscription, make sure your users save their data.
In this article:
Before you begin
What's the easiest way to cancel?
How do I cancel my free trial?
What if I bought my subscription through a partner?
Determine your cancellation options
Steps to cancel your subscription
Save your data
Next steps
Related content
Before you begin
You must be a Global or Billing admin to do the tasks in this article. For more
information, see About admin roles.
If you added your own domain name to use with your subscription, you must
remove the domain before you cancel your subscription.
If you have a domain subscription, to prevent any other charges for that
subscription, turn off recurring billing.
What's the easiest way to cancel?
The easiest way to cancel your subscription is to turn off recurring billing. When you
turn off recurring billing, you can continue to use your subscription until it expires at the
end of the subscription term. If you want to cancel immediately, use the information and
steps in this article to do that.
How do I cancel my free trial?
You can cancel your free trial at any time to stop future charges. To cancel a free trial,
turn off recurring billing. If you don't turn off recurring billing, after your one month free
trial ends, you're charged the applicable subscription fee. If your trial subscription
doesn't have a payment method associated with it, you can just let it expire at the end
of the trial period, and you won't be charged.
What if I bought my subscription through a
partner?
If you bought your subscription through a Microsoft representative or a reseller partner,
you have seven days to cancel for a pro-rated refund. Contact your seller or partner to
help you cancel your subscription. Learn more about partners.
If your organization is in Chile, and you bought your subscription through a partner in
Chile, you have 10 days to cancel for a prorated refund.
Determine your cancellation options
） Important
Before you continue, determine if you have a billing profile.
If you have a billing profile
You can only cancel and receive a prorated credit or refund if you cancel within seven
days after the start or renewal of your subscription. If you cancel during this limited time
window, the prorated amount is either credited towards your next invoice or returned to
you in the next billing cycle.
If you need to cancel within seven days after the start or renewal of your subscription,
go to Steps to cancel your subscription later in this article.
If more than seven days have passed, turn off recurring billing. Turning off recurring
billing prevents your subscription from renewing at the end of its term. You keep access
to your products and services for the remainder of your subscription. If you have an
annual subscription and are paying monthly, you're charged each month for the
remainder of your subscription term.
If you don't have a billing profile
If you cancel after you start or renew your subscription, you receive a prorated credit or
refund. The amount is either credited towards your next invoice or returned to you in
the next billing cycle.
The steps to cancel your trial or paid subscription depend on the number of licenses in
your subscription. The following table explains what steps you can take, based on the
number of licenses in your subscription.
If your
subscription has
You can
25 or fewer
licenses
Use the steps below to cancel your trial or paid subscription online in the
Microsoft 365 admin center .
More than 25
licenses
Reduce the number of licenses to 25 or fewer and then use the steps below
to cancel.
If you can't reduce the number of licenses, turn off recurring billing. Turning off
recurring billing prevents you from being charged again for your subscription, and lets
you keep your access to your products and services for the remainder of your
subscription.
If you're unable to cancel your subscription, contact support for help.
Steps to cancel your subscription
７ Note
If you have multiple subscriptions to the same product, such as Microsoft 365
Business Premium, canceling one subscription won't impact the licenses or services
that you bought inside inside the other subscriptions.
1. In the Microsoft 365 admin center, go to the Billing > Your products
page.
2. Find the subscription that you want to cancel. Select the three dots (more actions),
then select Cancel subscription.
3. In the Cancel subscription pane, choose a reason why you're canceling. Optionally,
provide any feedback.
4. Select Save.
Your subscription now appears in a Disabled state, and has reduced functionality until
it's deleted. For information about what you can expect when you cancel a paid
Microsoft 365 for business subscription, see What happens to my data and access when
my Microsoft 365 for business subscription ends?
７ Note
If you're a partner who's an admin on behalf of (AOBO) a customer, and you've
canceled a subscription, it can take up to 90 days for the admin center to reflect the
status change.
２ Warning
If you explicitly delete a subscription, it skips the Expired and Disabled states and
the SharePoint Online data and content, including OneDrive content, is deleted
immediately.
Save your data
When the cancellation becomes effective, your users lose access to their data. Before
you cancel the subscription, have them save their OneDrive for Business or SharePoint
Online files to another location. Any customer data that you leave behind might be
deleted after 30 days, and is deleted no later than 180 days after cancellation.
To move email, contacts, tasks, and calendar information to another account, see
Export or backup email, contacts, and calendar to an Outlook .pst file .
To save a document library or list content (such as contacts) from a SharePoint
Online environment (OneDrive for Business or team sites) to file shares or to a local
computer, see Information about manual migration of SharePoint Online content.
Next steps
Uninstall Office (optional)
If you canceled your subscription, and didn't move users to a different subscription that
includes Microsoft 365, Microsoft 365 runs in reduced functionality mode. When this
happens, users can only read and print documents, and Microsoft 365 applications
display Unlicensed Product notifications
uninstall Office
. To avoid any confusion, have your users
from their machines.
Close your account (optional)
If you want to completely close your account with Microsoft, see Close your account.
Related content
Renew your subscription (article)
Reactivate your subscription (article)
Move users to a different subscription (article)
What happens to my data and access
when my Microsoft 365 for business
subscription ends?
Article • 03/28/2023 • 8 minutes to read
If your subscription ends—either because it expires, or because you decide to upgrade
or cancel it—your access to Microsoft 365 services, applications, and customer data go
through multiple stages before the subscription is fully turned off, or deleted. If you're
aware of this progression, you're better equipped to return your subscription to an
active stage before it's too late, or, if you're leaving Microsoft 365, back up your data
before it's ultimately deleted.
Read through this important information before you contact Microsoft 365 support.
） Important
For some subscriptions, you can only cancel during a limited window of time after
you buy or renew your subscription. If the cancellation window has passed, turn off
recurring billing to cancel the subscription at the end of its term.
What happens to data when a subscription
expires?
When your subscription expires, it goes through the following stages: Expired >
Disabled > Deleted. The Expired stage starts immediately after the subscription has
reached its end date.
Annual subscriptions. If you turn off recurring billing on an annual subscription, it
goes through the same stages as an expired subscription. The first stage starts on
the anniversary of the annual subscription, not the date that you turned off the
subscription's recurring billing setting.
Monthly subscriptions. If you cancel a monthly subscription, it immediately moves
to the Disabled stage on the date you cancel it. This means that your users
immediately lose access to the Microsoft 365 assets, and only admins have access
to the data for the next 90 days.
The following table explains what you can expect when a paid Microsoft 365 for
business subscription expires.
Active
Expired
(30 days*)
Disabled
(90 days*)
Deleted
Data accessible to all
Data accessible to all
Data accessible to
admins only
Data deleted
Azure Active
Directory is removed,
if not in use by other
services
Users have normal
Users have normal
Users can't access
Users can't access
access to Microsoft
365, files, and
Microsoft 365 apps
access to Microsoft
365, files, and
Microsoft 365 apps
Microsoft 365 apps
Microsoft 365, files, or
Microsoft 365 apps
Admins have normal
access to Microsoft
Admins can access the
admin center
Admins can access the
admin center, but
Admins can access the
admin center to buy
365, data, and
can't assign licenses
and manage other
Microsoft 365 apps
to users
subscriptions
Global or billing
Global or billing
admins can reactivate
the subscription in the
admins can reactivate
the subscription in the
admin center
admin center
*For most offers, in most countries and regions.
７ Note
What is "customer data"? Customer data, as defined in the Microsoft Online
Service Terms , refers to all data, including all text, sound, or image files that are
provided to Microsoft by, or on behalf of, the customer through the customer's use
of Microsoft 365 services. To learn more about the protection of customer data, see
the Get started with the Microsoft Service Trust Portal.
What happens if I cancel a subscription?
If you cancel your subscription before its term end date, the subscription skips the
Expired stage and moves directly into the Disabled stage, which is 90 days for most
subscriptions, in most countries and regions. We recommend that you back up your
data before canceling. As an admin, you can still access and back up data for your
organization while it is in the Disabled stage. Any customer data that you leave behind
might be deleted after 90 days and will be deleted no later than 180 days after
cancellation.
If you're a partner who's an admin on behalf of (AOBO) a customer, and you've canceled
a subscription, it can take up to 90 days for the admin center to reflect the status
change.
７ Note
If you want your subscription data to be deleted before the typical Disabled stage
is over, you can close your account.
Here's what to expect for you and your users if you cancel a subscription.
Admin access Admins can still sign in and access the admin center, and buy other
subscriptions as needed. As a global or billing admin, you have 90 days to
reactivate the subscription with all data intact.
User access Your users can't use services like OneDrive for Business, or access
customer data like email or documents on team sites. Office applications, like
Word and Excel, are eventually moved into a read-only, reduced functionality
mode and display Unlicensed Product notifications .
To learn how to cancel, see Cancel your subscription.
） Important
If you explicitly delete a subscription, it skips the Expired and Disabled stages and
the SharePoint Online data and content, including OneDrive, is immediately
deleted.
What are my options if my subscription is
about to expire?
While a subscription is active, you and your users have normal access to your data,
services like email and OneDrive for Business, and Microsoft 365 apps. As the admin,
you'll receive a series of notifications via email and in the admin center as your
subscription nears its expiration date.
Before the subscription actually reaches its expiration date, you have a few options:
Enable recurring billing for the subscription.
If Recurring billing is already turned on, you don't have to take any action. Your
subscription is automatically billed, and you're charged for another year or
month, depending on your current payment frequency. If for any reason you've
turned Recurring billing off, you can always turn Recurring billing back on.
If you bought Microsoft 365 Apps for business with a prepaid card, you can turn
on Recurring billing for your subscription.
If you're an Open Volume Licensing customer with a prepaid, one-year
subscription, contact your partner to buy a new product key. You'll receive
instructions via email to activate your key in the Volume Licensing Service
Center . To learn how to find a new partner, or the partner you've worked with
in the past, see Find your partner or reseller.
If you have Microsoft 365 Apps for business, see Manage recurring billing for
your subscription.
Let the subscription expire.
If you're paying by credit card or invoice and you don't want to continue your
subscription, turn off Recurring billing. Your subscription ends on its expiration
date, and you can ignore all related email notifications.
If you're an Open Volume Licensing customer working with a partner, you can
let your subscription expire by taking no action.
If you're a Microsoft 365 Business Standard customer, and you prepaid for your
subscription and activated it with a product key, you can let your subscription
expire by taking no action.
Cancel before the subscription expires. For details, see Cancel your subscription.
What happens after my subscription expires?
If you let your subscription expire, it goes through multiple stages before it's ultimately
deleted. This gives you, as the admin, time to reactivate if you want to continue the
service, or to back up your data if you decide you no longer want the subscription.
Here's what you can expect when your subscription is in each stage.
Stage: Expired
What to expect: The Expired stage lasts for 30 days for most subscriptions, including
subscriptions bought through Microsoft Open
, in most countries and regions. For
Volume Licensing products, except for Microsoft Open, the Expired stage lasts 90 days.
In this stage, users have normal access to the Microsoft 365 portal, Microsoft 365 apps,
and services such as email and SharePoint Online.
As an admin, you still have access to the admin center. Don't worry—global or billing
admins can reactivate the subscription and continue using Microsoft 365. If you don't
reactivate, back up your data.
Stage: Disabled
What to expect: If you don't reactivate your subscription while it is in the Expired stage,
it moves into a Disabled stage, which lasts for 90 days for most subscriptions, in most
countries and regions. For Volume Licensing products, the Disabled stage lasts 30 days.
In this stage, your access decreases significantly. Users can't access Microsoft 365 apps.
Microsoft 365 apps eventually move into a read-only, reduced functionality mode and
display Unlicensed Product notifications
. You can still sign in and get to the admin
center, but can't assign licenses to users. Your customer data, including all user data,
email, and files on team sites, is available only to you and other admins.
As a global or billing admin, you can reactivate the subscription and continue using
Microsoft 365 with all of your customer data intact. If you choose not to reactivate, back
up your data.
Stage: Deleted
What to expect: If you don't reactivate your subscription while it's expired or disabled,
the subscription is deleted.
Admins and users no longer have access to the services or Microsoft 365 apps that
came with the subscription. All customer data—from user data to documents and email
—is permanently deleted and is unrecoverable.
At this point, you can't reactivate the subscription. However, as a global or billing admin,
you can still access the admin center to manage other subscriptions, or to buy new
subscriptions to meet your business needs.
７ Note
Adding a new subscription of the same type that was deleted doesn't restore
the data that was associated with the deleted subscription.
If a Cloud Solution Provider (CSP) license is suspended, there's no 30-day
Expired stage, and services are disabled immediately. Data is deleted after 90
days if the tenant isn't reactivated by adding a new license.
What happens when my trial ends?
When your trial ends, you can't continue using Microsoft 365 for free. You have a few
options:
Buy Microsoft 365. When your trial expires, it moves into the Expired stage, which
gives you another 30 days (for most trials, in most countries and regions) to buy a
Microsoft 365 subscription. To learn how to convert your trial into a paid
subscription, see Buy a subscription from your free trial.
Extend your trial. Need more time to evaluate Microsoft 365? In certain cases, you
can extend your trial.
Cancel the trial or let it expire. If you decide not to buy Microsoft 365, you can let
your trial expire or cancel it. Back up any data that you want to keep. After the 30day Expired stage ends, your trial account information and data are permanently
deleted.
７ Note
The information on this page is subject to the Microsoft Policy Disclaimer and
Change Notice . Return to this site periodically to review any changes.
Related content
Cancel your subscription (article)
Renew Microsoft 365 for business (article)
Reactivate your subscription (article)
Manage third-party app subscriptions
for your organization
Article • 01/12/2023 • 8 minutes to read
You can manage licenses and billing for third-party apps in the new Microsoft 365
admin center . Updated features include enhanced subscription management,
improved access to billing information, and improved flexibility for managing bills.
Subscription management is based on Microsoft's updated commerce platform. This
applies to software-as-a-service apps that customers purchase directly, or from a thirdparty provider.
） Important
As of April 1, 2023, we no longer accept checks as a payment method for
subscriptions paid by invoice. Pay by check is no longer available as a payment
option, and check payment instructions have been removed from invoices. You can
still pay for your invoice by wire transfer. See your invoice for wire transfer payment
information. If you're an existing customer who currently pays by check, you have
until September 30, 2023 to change to paying by wire transfer, and avoid possible
service disruption.
How to get software-as-a-service apps
There are a few ways to purchase third-party apps.
Direct purchase – Customers can directly purchase subscriptions from Azure
Marketplace , or AppSource .
Partner purchase – Work with a partner through Partner Center to purchase
subscriptions.
Microsoft proposal – Respond to a proposal from Microsoft Sales that includes
third-party apps.
Once customers purchase the apps and accept the Microsoft Customer Agreement, they
can manage them in Microsoft 365 admin center.
App providers sell their apps either at a flat rate, or by purchasing licenses for users.
Flat rate – Also called site-based pricing, apps are priced with a monthly or annual
price. On the app page, license quantity is listed at Unlimited.
Licenses – Apps are priced by license. Customers assign licenses to each user in
their organization
Supported geographic locations
Commercial marketplace offerings can be purchased in 141 geographies as defined by
the customer's billing address, and transactions can be completed in 17 currencies. The
following table lists each supported geographic location, its ISO 3166 two-digit alpha
code , and the assigned currency.
A CSP can purchase an offer in Partner Center in their end customer's currency so they
can bill them in that same currency. For additional information on this, refer to these
FAQs
.
Country/Region Name
ISO-2
Currency
Currency
(All offer types)
(Consulting service offers only)
Afghanistan
AF
USD
AFN, EUR, USD
Albania
AL
USD
ALL, EUR, USD
Algeria
DZ
USD
DZD, EUR, USD
Andorra
AD
EUR
EUR, USD
Angola
AO
USD
AOA, EUR, USD
Argentina
AR
USD
ARS, EUR, USD
Armenia
AM
USD
AMD, EUR, USD
Australia
AU
AUD
AUD, EUR, USD
Austria
AT
EUR
EUR, USD
Azerbaijan
AZ
USD
AZN, EUR, USD
Bahrain
BH
USD
BHD, EUR, USD
Bangladesh
BD
USD
BDT, EUR, USD
Barbados
BB
USD
BBD, EUR, USD
Belarus
BY
USD
BYN, EUR, USD
Belgium
BE
EUR
EUR, USD
Belize
BZ
USD
BZD, EUR, USD
Country/Region Name
ISO-2
Currency
Currency
(All offer types)
(Consulting service offers only)
Bermuda
BM
USD
BMD, EUR, USD
Bolivia
BO
USD
BOB, EUR, USD
Bosnia and Herzegovina
BA
USD
BAM, EUR, USD
Botswana
BW
USD
BWP, EUR, USD
Brazil
BR
BRL*
BRL, EUR, USD
Brunei
BN
USD
BND, EUR, SGD, USD
Bulgaria
BG
EUR
BGN, EUR, USD
Cabo Verde
CV
USD
CVE, EUR, USD
Cameroon
CM
USD
EUR, USD, XAF
Canada
CA
CAD
CAD, EUR, USD
Cayman Islands
KY
USD
EUR, KYD, USD
Chile
CL
USD
CLP, EUR, USD
China**
CN
N/A
N/A
Colombia
CO
USD
COP, EUR, USD
Costa Rica
CR
USD
CRC, EUR, USD
Côte d'Ivoire
CI
USD
EUR, USD, XOF
Croatia
HR
EUR
EUR, HRK, USD
Curaçao
CW
USD
ANG, EUR, USD
Cyprus
CY
EUR
EUR, USD
Czechia
CZ
EUR
CZK, EUR, USD
Denmark
DK
DKK
DKK, EUR, USD
Dominican Republic
DO
USD
DOP, EUR, USD
Ecuador
EC
USD
EUR, USD
Egypt
EG
USD
EGP, EUR, USD
El Salvador
SV
USD
EUR, USD
Estonia
EE
EUR
EUR, USD
Country/Region Name
ISO-2
Currency
(All offer types)
Currency
(Consulting service offers only)
Ethiopia
ET
USD
ETB, EUR, USD
Faroe Islands
FO
DKK
DKK, EUR, USD
Fiji
FJ
AUD
AUD, EUR, FJD, USD
Finland
FI
EUR
EUR, USD
France
FR
EUR
EUR, USD
Georgia
GE
USD
EUR, GEL, USD
Germany
DE
EUR
EUR, USD
Ghana
GH
USD
EUR, GHS, USD
Greece
GR
EUR
EUR, USD
Guatemala
GT
USD
EUR, GTQ, USD
Honduras
HN
USD
EUR, HNL, USD
Hong Kong SAR
HK
USD
EUR, HKD, USD
Hungary
HU
EUR
EUR, HUF, USD
Iceland
IS
EUR
EUR, ISK, USD
India
IN
INR
EUR, INR, USD
Indonesia
ID
USD
EUR, IDR, USD
Iraq
IQ
USD
EUR, IQD, USD
Ireland
IE
EUR
EUR, USD
Israel
IL
USD
EUR, ILS, USD
Italy
IT
EUR
EUR, USD
Jamaica
JM
USD
EUR, JMD, USD
Japan
JP
JPY
EUR, JPY, USD
Jordan
JO
USD
EUR, JOD, USD
Kazakhstan
KZ
USD
EUR, KZT, USD
Kenya
KE
USD
EUR, KES, USD
Korea (South)
KR
KRW
EUR, KRW, USD
Country/Region Name
ISO-2
Currency
Currency
(All offer types)
(Consulting service offers only)
Kuwait
KW
USD
EUR, KWD, USD
Kyrgyzstan
KG
USD
EUR, KGS, USD
Latvia
LV
EUR
EUR, USD
Lebanon
LB
USD
EUR, LBP, USD
Libya
LY
USD
EUR, LYD, USD
Liechtenstein
LI
EUR
CHF, EUR, USD
Lithuania
LT
EUR
EUR, USD
Luxembourg
LU
EUR
EUR, USD
Macao SAR
MO
USD
EUR, MOP, USD
Malaysia
MY
USD
EUR, MYR, USD
Malta
MT
EUR
EUR, USD
Mauritius
MU
USD
EUR, MUR, USD
Mexico
MX
USD
EUR, MXN, USD
Moldova
MD
USD
EUR, MDL, USD
Monaco
MC
EUR
EUR, USD
Mongolia
MN
USD
EUR, MNT, USD
Montenegro
ME
USD
EUR, USD
Morocco
MA
USD
EUR, MAD, USD
Namibia
NA
USD
EUR, NAD, USD, ZAR
Nepal
NP
USD
EUR, NPR, USD
Netherlands
NL
EUR
EUR, USD
New Zealand
NZ
NZD
EUR, NZD, USD
Nicaragua
NI
USD
EUR, NIO, USD
Nigeria
NG
USD
EUR, NGN, USD
North Macedonia
MK
USD
EUR, MKD, USD
Norway
NO
NOK
EUR, NOK, USD
Country/Region Name
ISO-2
Currency
(All offer types)
Currency
(Consulting service offers only)
Oman
OM
USD
EUR, OMR, USD
Pakistan
PK
USD
EUR, PKR, USD
Palestinian Authority
PS
USD
EUR, ILS, JOD, USD
Panama
PA
USD
EUR, PAB, USD
Paraguay
PY
USD
EUR, PYG, USD
Peru
PE
USD
EUR, PEN, USD
Philippines
PH
USD
EUR, PHP, USD
Poland
PL
EUR
EUR, PLN, USD
Portugal
PT
EUR
EUR, USD
Puerto Rico
PR
USD
EUR, USD
Qatar
QA
USD
EUR, QAR, USD
Romania
RO
EUR
EUR, RON, USD
Russia
RU
RUB
EUR, RUB, USD
Rwanda
RW
USD
EUR, RWF, USD
Saint Kitts and Nevis
KN
USD
EUR, USD, XCD
Saudi Arabia
SA
USD
EUR, SAR, USD
Senegal
SN
USD
EUR, USD, XOF
Serbia
RS
USD
EUR, RSD, USD
Singapore
SG
USD
BND, EUR, SGD, USD
Slovakia
SK
EUR
EUR, USD
Slovenia
SI
EUR
EUR, USD
South Africa
ZA
USD
EUR, USD, ZAR
Spain
ES
EUR
EUR, USD
Sri Lanka
LK
USD
EUR, LKR, USD
Sweden
SE
SEK
EUR, SEK, USD
Switzerland
CH
CHF
CHF, EUR, USD
Country/Region Name
ISO-2
Currency
Currency
(All offer types)
(Consulting service offers only)
Taiwan
TW
TWD
EUR, TWD, USD
Tajikistan
TJ
USD
EUR, TJS, USD
Tanzania
TZ
USD
EUR, TZS, USD
Thailand
TH
USD
EUR, THB, USD
Trinidad and Tobago
TT
USD
EUR, TTD, USD
Tunisia
TN
USD
EUR, TND, USD
Turkey
TR
USD
EUR, TRY, USD
Turkmenistan
TM
USD
EUR, TMT, USD
Uganda
UG
USD
EUR, UGX, USD
Ukraine
UA
USD
EUR, RUB, UAH, USD
United Arab Emirates
AE
USD
AED, EUR, USD
United Kingdom
GB
GBP
EUR, GBP, USD
United States
US
USD
EUR, USD
U.S. Virgin Islands
VI
USD
EUR, USD
Uruguay
UY
USD
EUR, USD, UYU
Uzbekistan
UZ
USD
EUR, USD, UZS
Vatican City (Holy See)
VA
EUR
EUR, USD
Venezuela
VE
USD
EUR, USD, VES
Vietnam
VN
USD
EUR, USD, VND
Yemen
YE
USD
EUR, USD, YER
Zambia
ZM
USD
EUR, USD, ZMW
Zimbabwe
ZW
USD
EUR, USD
* For customers in Brazil, the commercial marketplace through Cloud Solution Providers
(CSP) uses USD.
** Free and BYOL VM images only.
Activate third-party apps
Admins must activate third-party apps before assigning them to users. These apps are
activated in the third-party publisher's portal.
1. In the admin center, go to the Billing > Your products > Apps
page.
2. Find and select the app you want to manage.
3. Under Settings & actions, select Manage in publisher's portal.
You'll be directed to the app publisher's site where you can activate the app.
Manage third-party apps
Admins manage third-party apps in two locations: Microsoft 365 admin center, and the
third-party app provider's portal.
Here's what you can do in each portal.
Microsoft 365 admin center
App publisher portal
Change license quantity
Set up app (once for each app)
Manage how you pay your bill
Manage how you pay your bill
Change payment method (credit card)
View invoice
Cancel app subscription
Assign licenses to users
Technical support
After the app is activated, it remains active unless it's canceled, expires, or if payment
isn't kept current. These events change the app status to disabled. Once an app is
disabled, it can't be reactivated. To continue using the app, buy another copy of it.
Assign licenses
Admins need to activate third-party apps before assigning them to users. They're
activated in the third-party publisher's portal. On the app page, under Settings &
actions, select the link to assign licenses.
1. In the admin center, go to the Billing > Your products > Apps
page.
2. Find and select the app you want to manage.
3. Under Settings & actions, select the link to Manage in publisher's portal.
Change license quantity
Admins can change the number of licenses owned by their organization. This only
applies to apps purchased with seat-based pricing.
1. In the admin center, go to the Billing > Your products > Apps
page.
2. Find and select the app you want to manage.
3. Select Change license quantity.
Manage payment methods
Software-as-a-service apps each have a billing profile assigned to them. Billing profiles
let you customize what products are included on your invoice, and how you pay your
invoices. They include:
Payment methods – Credit cards or wire transfer
Contact information – Billing address and a contact name
Roles – Roles that allow you to change the billing profile, pay bills, or use the
payment method on the billing profile to make purchase.
For more information on billing profiles, see Understand billing profiles.
Change the billing profile on a software-as-a-service app
subscription
1. In the admin center, go to the Billing > Your products > Apps
page.
2. Find and select the app you want to manage.
3. Next to Billing profile, select Edit.
For more information on invoices, see Understand your bill or invoice.
Cancel a software-as-a-service app subscription
You can cancel a software-as-a-service app from the app page.
1. In the admin center, go to the Billing > Your products > Apps
2. Find and select the app you want to manage.
3. Under Settings & actions, select Cancel subscription.
page.
Manage self-service purchases (Users)
Article • 01/06/2023 • 3 minutes to read
As a user, you can buy subscriptions to certain products and assign licenses for those
subscriptions to people in your team. You are responsible for paying for any self-service
purchases you make. You can manage your subscriptions in the Microsoft 365 admin
center at admin.microsoft.com .
Your admin has a read-only view into any subscriptions that you buy. They can see the
product, purchaser name, subscriptions purchased, expiry date, purchase price, and
assigned users for each subscription that you buy.
View your subscriptions
You can view a list of all self-service purchased subscriptions that you bought.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the filter icon, then select Self-service.
How to buy more or reduce licenses
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that you want to buy more or reduce
licenses for.
3. Choose Buy licenses or Remove licenses.
4. In the right pane, in the Total licenses box, enter the total number of licenses that
you want for this subscription, then choose Save. For example, if you have 100
licenses and you want to add 5 more, enter 105.
Assign or unassign licenses
To assign licenses
1. In the admin center, go to the Billing > Licenses
page.
2. Choose the subscription that you want to assign licenses for.
3. Choose Assign licenses.
4. In the Assign licenses to users pane, begin typing a name, and then choose it from
the results to add it to the list. You can add up to 20 users at a time.
７ Note
You can only assign licenses to people in your organization.
5. Choose Assign, then choose Close.
To unassign licenses
1. In the admin center, go to the Billing > Licenses
page.
2. Choose the product that you want to unassign licenses for.
3. Choose the users that you want to unassign licenses from.
4. Choose Unassign licenses.
5. In the Unassign licenses box, choose Unassign.
Cancel a subscription
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, find the subscription that you want to cancel. Select the three
dots (more actions), then select Cancel subscription.
3. In the Cancel subscription pane, choose a reason why you're canceling. Optionally,
provide any feedback you have.
4. Select Save.
Manage your payment details
1. In the admin center, go to the Billing > Bills & payments > Billing profiles
page.
2. Select a billing profile from the list.
3. On the billing profile details page, under Payment method, choose one of the
following options:
If you want to update an existing payment method, select Edit.
If you want to add a new payment method, select Replace.
4. In the right pane, enter the card details, then choose Save.
Update an existing payment method
1. In the admin center, go to the Billing > Bills & payments
page.
2. On the Payment methods tab, choose an existing payment method from the list.
3. In the right pane, choose Edit. You can change the security code, expiration date,
name on the card, and address.
4. Make any needed changes, then choose Save.
Add a new payment method
1. In the admin center, go to the Billing > Bills & payments
page.
2. On the Payment methods tab, choose Add a payment method.
3. In the Add a payment method pane, enter the information for the new payment
method, then choose Add.
View your invoices
1. In the admin center, go to Billing > Bills & payments
page.
2. On the Invoices tab, select the invoice that you want to view. If no invoices are
visible, change Past 3 months to either Past 6 months or Specify a date range.
Need help? Contact us.
For common questions about self-service purchases, see Self-service purchases FAQ.
If you have questions or need help with self-service purchases, contact support.
Manage self-service purchases and trials
(for admins)
Article • 02/21/2023 • 6 minutes to read
As an admin, you can use the Microsoft 365 admin center to see self-service purchases
and trials (referred to in this article as purchases and trials) made by people in your
organization. You can see the product name, purchaser name, subscriptions purchased,
expiration date, purchase price, and assigned users for each purchase or trial
subscription. You have the same data management and access policies over products
bought through self-service purchase or centrally.
You can also control whether users in your organization can make purchases or sign up
for trials. To learn how to manage these settings, see Use AllowSelfServicePurchase for
the MSCommerce PowerShell module.
Understand purchases and trials
Purchases require a payment method at sign-up, and automatically renew at the end of
the subscription term.
Some trials require a payment method at sign-up, and automatically convert to a paid
version when the trial ends.
Other trials don't require a payment method at sign-up, and don't automatically renew.
Trials without a payment method are only available to select customers with an existing
subscription agreement.
How we use a user's directory data
When you enable the AllowSelfServicePurchase policy, you permit Microsoft's
Commerce service to process a user's directory data, which is outside the boundaries of
the Microsoft 365 tenant. Specifically, Microsoft Commerce collects an Azure Active
Directory v1.0 access token, which contains the user's first and last name, email address,
IP address, and tenant and user GUID. For a full list of attributes included in the access
token, see Microsoft identity platform access tokens.
We use the directory data to provide the user with a license and to send email about the
subscription to the user. The directory data processed by Microsoft Commerce is
governed by the Microsoft Privacy Statement . To learn more about the terms that
apply to self-service trials, see Organizational trial – Terms of service. Like other
Microsoft products used by your organization, use of a self-service purchase or trial
product is governed by the Microsoft Product Terms
. Before a user makes a purchase
or starts a trial, we advise the user of the personal data that we process and the terms
that apply.
View self-service subscriptions
1. In the Microsoft 365 admin center, go to the Billing > Your products
page.
2. On the Products tab, select the filter icon, then select Self-service.
3. To view more details about a subscription, choose one from the list.
View who has licenses for a purchase or trial
subscription
７ Note
As an admin, you can't assign or unassign licenses for a purchase or trial
subscription bought by a user in your organization. You can take over a purchase
or trial subscription, and then assign or unassign licenses.
1. In the Microsoft 365 admin center, go to the Billing > Your products
page.
2. On the Products tab, select the filter icon, then select Self-service.
3. Select a product to see licenses assigned to people.
７ Note
If there are multiple purchases or trials for a product, that product is only
listed once, and the Available quantity column shows the total of all
subscriptions acquired for that product.
4. The Users list is grouped by the names of people who made purchases or started
trials.
5. To export a list of users with licenses for these subscriptions, choose the
subscriptions that you want to export, then choose Export users.
Enable or disable purchases and trials
You can enable or disable purchases and trials for users in your organization. The
MSCommerce PowerShell module includes a PolicyID parameter value for
AllowSelfServicePurchase that lets you control whether users in your organization can
make purchases or start trials, and for which products.
You can use the MSCommerce PowerShell module to:
View the default state of the AllowSelfServicePurchase parameter value—whether
it's enabled or disabled by product
View a list of applicable products and whether purchases or trials are enabled or
disabled for those products
View or modify the current setting for a specific product to either enable or disable
it
） Important
When you use the AllowSelfServicePurchase policy, it controls both purchases and
trials. For a list of the products available, see View a list of self-service purchase
products and their status.
For more information, see Use AllowSelfServicePurchase for the MSCommerce
PowerShell module.
Use PowerShell and Azure AD to enable or
disable all self-service sign-ups
You can use PowerShell commands to change the settings that control self-service signups. To turn off all self-service sign-ups, use the MSOnline PowerShell module to
change the MsolCompanySettings setting for AllowAdHocSubscriptions in Azure
Active Directory. For the steps to turn off self-service sign-ups, see Set
MsolCompanySettings.
Centralize licenses under a single subscription
You can assign existing licenses or buy extra subscriptions through existing agreements
for users assigned to purchases or trials. After you assign these centrally purchased
licenses, you can request that users cancel their existing subscriptions. Alternatively, you
can take over the subscription and cancel it yourself in the admin center. For steps to do
that, see Take over a purchase or trial subscription.
1. In the admin center, go to the Billing > Purchase services
page.
2. Find and choose the product that you want to buy, then choose Buy.
3. Complete the remaining steps to complete your purchase.
4. Follow the steps in View who has licenses for a purchase or trial subscription to
export a list of users to reference in the next step.
5. Assign licenses to everyone who has a license in the other subscription. For full
steps, see Assign licenses to users.
6. Contact the person who bought the original subscription and ask them to cancel it.
Take over a purchase or trial subscription
You can take over a purchase or trial subscription made by a user in your organization.
When you take over a purchase or trial subscription, you have two options:
1. Move the users to a different subscription and cancel the original subscription.
2. Cancel the subscription and remove licenses from assigned users.
Move users to a different subscription
When you move users to a different subscription, the old subscription is automatically
canceled. The user who originally bought the purchase or trial subscription receives an
email that says the subscription was canceled.
７ Note
You must have an available license for each user you're moving in the subscription
that you're moving users to.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the filter icon, then select Self-service.
3. Select the subscription that you want to take over.
4. On the subscription details page, in the Subscriptions and settings section, select
Take control of this subscription.
5. In the right pane, select Move users.
6. Select the product that you want to move the users to, then select Move users.
7. In the Move users to box, select Move users. The move process might take several
minutes. Don't close your browser while the process runs.
8. When the move process is finished, close the Move completed pane.
9. On the subscription details page, the Subscription status for the purchase or trial
subscription shows as Deleted.
Cancel a purchase or trial subscription
When you choose to cancel a purchase or trial subscription, users with licenses lose
access to the product. The user who originally signed up for the purchase or trial
subscription receives an email that says the subscription was canceled.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the filter icon, then select Self-service.
3. Select the subscription that you want to cancel.
4. On the subscription details page, in the Subscriptions and settings section, select
Take control of this subscription.
5. In the right pane, select Cancel subscription.
6. Select a reason for your cancellation from the drop-down list, then select Cancel
subscription.
7. In the Are you sure you want to cancel? box, select Cancel subscription.
8. Close the right pane.
9. On the subscription details page, the Subscription status shows as Deleted.
Need help? Contact us
For common questions about purchases and trials, see Self-service purchases FAQ.
If you have questions or need help with purchases and trials, contact support.
Buy or remove Microsoft 365 licenses
for a subscription
Article • 01/21/2023 • 5 minutes to read
Check out Microsoft 365 small business help
on YouTube.
You can buy more licenses or reduce the number of licenses for your subscriptions by
using the following steps.
７ Note
For some subscriptions, you can only cancel during a limited window of time after
you buy or renew your subscription. If the cancellation window has passed, turn off
recurring billing to cancel the subscription at the end of its term.
Before you begin
You must be either a Global or Billing admin to do the tasks described in this
article. For more information, see About admin roles.
You can add users and assign licenses at the same time.
If you bought your Microsoft 365 for business or Office 365 Enterprise plan
through a third-party partner, you must buy additional licenses through that
partner.
Watch: Buy new licenses
Check out this video and others on our YouTube channel .
https://www.microsoft.com/en-us/videoplayer/embed/RE4KWvE?postJsllMsg=true
If the people who you're buying licenses for aren't active users in your organization yet,
the next thing to do is add users and assign licenses at the same time.
Watch: Remove existing licenses
https://www.microsoft.com/en-us/videoplayer/embed/RE4L53r?postJsllMsg=true
If you've removed licenses from a subscription, the next thing to do is delete users from
your organization.
Buy or remove licenses for your business
subscription
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, find the subscription for which you want to buy or remove
licenses. Select the three dots (more actions), then select Buy licenses. What if I
don't see the Buy licenses or Remove licenses buttons?
3. If you want to reduce the number of licenses, at the top of the Buy licenses pane,
select remove licenses.
4. To buy or remove licenses, under New quantity in the Total licenses box, enter the
total number of licenses that you want for this subscription. For example, if you
have 100 licenses and you want to add five more, enter 105. If you want to remove
five of them, enter 95.
5. Select Save.
７ Note
You can't reduce the number of licenses for your subscription if all licenses are
currently assigned to users. To reduce the number of licenses, first unassign
one or more licenses from users, then remove the licenses from the
subscription.
If you bought your subscription through a Microsoft Representative, contact
them directly for help with reducing your license count.
Add licenses to a prepaid subscription by using
a Microsoft 365 product key
Prepaid product licenses are issued to you as a 25-character alphanumeric code, called a
product key. After you buy the licenses you need, you can add them to your
subscription by using the steps below. You can also use a product key to extend the
expiration date of your subscription.
７ Note
If you don't want to buy a new product key, you can always choose to add a credit
card or bank account to your subscription to pay for more licenses. For more
information, see Renew your subscription.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription to which you want to add licenses.
3. On the subscription details page, in the Licenses section, select Add more licenses.
4. In the Add more licenses pane, select Use a new and unused product key, then
select Next.
5. Enter the product key, then select Next.
７ Note
If you have more than one product key, you can select Add another product
key to enter them.
6. Review your order details, then select Redeem.
What if I don't see the Buy licenses or Remove
licenses buttons?
This table describes the reasons why the Buy licenses or Remove licenses buttons aren't
available, and possible solutions.
Reason
Description
Solution
A credit
If a credit check is pending, you can't buy or
Check back later to see if the
check is
pending.
remove licenses until the credit check is
complete.
credit check has completed.
Credit checks typically take up to
two working days to complete.
After the credit check is
complete, you should see the
Buy licenses and Remove
licenses buttons.
You
activated the
If the subscription was bought and activated
by using a 25-character product key, you see
See Add licenses to a prepaid
subscription by using a
subscription
by using a
product key.
the word "Prepaid" in the Purchase channel
column of the Your products page.
Microsoft 365 product key.
Reason
Description
Solution
You bought
your
subscription
You see the word "Reseller" in the Purchase
channel column of the Your products page.
If the subscription was bought
via a Cloud Solution Provider
(CSP) partner, contact your CSP
through a
reseller.
You have a
trial
partner to buy more licenses.
To view your trial subscriptions, select the filter
button, then choose Trial.
First buy your trial subscription,
then you can buy more licenses.
subscription.
When will the new licenses be available to
assign?
The payment method associated with your subscription or billing profile is charged as
soon as you buy more licenses for a subscription. The licenses are immediately available
for you to assign to users.
If you prepaid for your subscription with a product key, you can add more licenses by
using another product key, or by adding a credit or debit card, or bank account to cover
the additional cost of the new licenses. If your subscription is prepaid, you can't remove
licenses.
How does buying or removing licenses affect
my billing statements?
Licenses added in the middle of your billing period appear on your next invoice. If
you pay annually, you are invoiced within a month for these changes.
On your next billing statement, the previous charge for the original number of
licenses is deducted. We add a prorated charge for the time period with the
original number of licenses and add a charge for the new license count. There's
also a charge for the current license count for the remainder of your billing period.
Next steps
If you bought more licenses for your subscription, the next thing you should do is assign
those licenses to users in your organization.
If you reduced the number of licenses for your subscription because someone has left
your organization, you might want to remove that user's account. To learn more, see
Remove a former employee.
Related content
Assign licenses to users (article)
Understand subscriptions and licenses (article)
Try or buy a Microsoft 365 subscription (article)
Assign Microsoft 365 licenses to users
Article • 03/16/2023 • 5 minutes to read
Check out all of our small business content on Small business help & learning .
You can assign licenses to users on either the Active users page, or on the Licenses
page. The method you use depends on whether you want to assign product licenses to
specific users or assign users licenses to a specific product.
７ Note
As an admin, you can't assign or unassign licenses for a self-service purchase
subscription bought by a user in your organization. You can take over a
purchase or trial subscription, and then assign or unassign licenses.
For some subscriptions, you can only cancel during a limited window of time
after you buy or renew your subscription. If the cancellation window has
passed, turn off recurring billing to cancel the subscription at the end of its
term.
Learn how to add a user and assign a license at the same time.
 Tip
If you need help with the steps in this topic, consider working with a Microsoft
small business specialist . With Business Assist, you and your employees get
around-the-clock access to small business specialists as you grow your business,
from onboarding to everyday use.
Before you begin
You must be a Global, License, or User admin to assign licenses. For more
information, see About Microsoft 365 admin roles.
You can assign Microsoft 365 licenses to user accounts with PowerShell.
To use group-based licensing, see Assign licenses to users by group membership
in Azure Active Directory
Some services, like Sway, are automatically assigned to users, and don't need to be
assigned individually.
If you're a Cloud Solution Provider (CSP) and you bought products on behalf of a
customer, you can't use the Your products page to assign or unassign licenses for
certain products, like perpetual software. To assign or unassign licenses for those
products, use the Licenses page.
Use the Licenses page to assign licenses to
users
The Licenses page lets you assign or unassign licenses for up to 20 users at a time. The
page shows the products you own, the number of available licenses for each product,
and the number of assigned licenses out of the total licenses available.
The Licenses page shows an aggregate total of licenses for all subscriptions for the
same product name. For example, you might have one subscription for Microsoft 365
Business Premium that has five licenses, and another subscription that has eight licenses
for the same product. The Licenses page shows that you have a total of 13 licenses for
Microsoft 365 Business Premium across all your subscriptions. This number is different
from what you see on the Your products page, which displays a row for each
subscription you own, even if they are for the same product.
1. In the admin center, go to the Billing > Licenses
page.
2. Select a product.
3. On the product details page, select Assign licenses.
4. In the Assign licenses to users pane, begin typing a name, and then choose it from
the results to add it to the list. You can add up to 20 users at a time.
5. Select Turn apps and services on or off to assign or remove access to specific
items.
6. When you're finished, select Assign, then close the right pane.
If there's a conflict, you see a message that tells you what the problem is, and how to fix
it. For example, if you selected licenses that contain conflicting services, the error
message says to review the services included with each license and try again.
Change the apps and services a user has access
to
1. In the admin center, go to the Billing > Licenses
page.
2. On the Licenses page, select the row for a specific user.
3. In the right pane, select or deselect the apps and services that you want to give
access to or remove access from.
4. When you're finished, select Save, then select Close.
Use the Active users page to assign licenses
When you use the Active users page to assign licenses, you assign users licenses to
products.
Assign licenses to multiple users
1. In the admin center, go to the Users > Active users
page.
2. Select the circles next to the names of the users that you want to assign licenses to.
3. At the top, select Manage product licenses.
4. In the Manage product licenses pane, select Assign more: Keep the existing
licenses and assign more > Next.
5. Under Licenses, select the box for the license(s) that you want the selected users to
have.
By default, all services associated with those licenses are automatically assigned to
the users. You can limit which services are available to the users. Deselect the
boxes for the services that you don't want the users to have.
6. At the bottom of the pane, select Save changes.
You might have to buy more licenses if you don't have enough licenses for
everyone.
７ Note
If you want to assign licenses for a large number of users, use Assign licenses to
users by group membership in Azure Active Directory.
Assign licenses to one user
1. In the admin center, go to the Users > Active users
page.
2. Select the row of the user that you want to assign a license to.
3. In the right pane, select Licenses and Apps.
4. Expand the Licenses section, select the boxes for the licenses that you want to
assign, then select Save changes.
Assign a license to a guest user
You can invite guest users to collaborate with your organization in the Azure Active
Directory admin center. To learn about guest users, see What is guest user access in
Azure Active Directory B2B?. If you don't have any guest users, see Quickstart: Add guest
users to your directory in the Azure portal.
） Important
You must be a Global admin to do these steps.
1. Go to the Azure Active Directory admin center
.
2. In the navigation pane, select Users.
3. On the Users | All Users (Preview) page, select Add filters.
4. In the Pick a field menu, choose User type, then select Apply.
5. In the next menu, select Guest.
6. In the list of results, select the user who needs a license.
7. Under Manage, select Licenses.
8. Select Assignments.
9. On the Update license assignments page, select the product you want to assign a
license for.
10. On the right, clear the check boxes for any services you don't want the guest user
to have access to.
11. Select Save.
Next steps
If your users don't yet have the Microsoft 365 apps installed, you can share the
Employee quick start guide
with your users to set up things, like Download and install
or reinstall Microsoft 365 or Office 2021 on a PC or Mac
apps and email on a mobile device .
Related content
Understand subscriptions and licenses (article)
Unassign licenses from users (article)
Buy or remove licenses for your subscription (article)
and Set up Microsoft 365
Unassign Microsoft 365 licenses from
users
Article • 02/16/2023 • 4 minutes to read
You can unassign licenses from users on either the Active users page, or on the Licenses
page. The method you use depends on whether you want to unassign product licenses
from specific users or unassign users licenses from a specific product.
７ Note
As an admin, you can't assign or unassign licenses for a self-service purchase
subscription bought by a user in your organization. You can take over a
purchase or trial subscription, and then assign or unassign licenses.
For some subscriptions, you can only cancel during a limited window of time
after you buy or renew your subscription. If the cancellation window has
passed, turn off recurring billing to cancel the subscription at the end of its
term.
Before you begin
You must be a Global, License, User admin to unassign licenses. For more
information, see About Microsoft 365 admin roles.
You can remove licenses from user accounts with Microsoft 365 PowerShell.
You can also delete user accounts that were assigned a license to make their
license available to other users. When you delete a user account, their license is
immediately available to assign to someone else.
If you're a Cloud Solution Provider (CSP) and you bought products on behalf of a
customer, you can't use the Your products page to assign or unassign licenses for
certain products, like perpetual software. To assign or unassign licenses for those
products, use the Licenses page.
Use the Licenses page to unassign licenses
The Licenses page lets you assign or unassign licenses for up to 20 users at a time. The
page shows the products you own, the number of available licenses for each product,
and the number of assigned licenses out of the total licenses available.
The Licenses page shows an aggregate total of licenses for all subscriptions for the
same product name. For example, you might have one subscription for Microsoft 365
Business Premium that has 5 licenses, and another subscription that has 8 licenses for
the same product. The Licenses page shows that you have a total of 13 licenses for
Microsoft 365 Business Premium across all your subscriptions. This is different from what
you see on the Your products page, which displays a row for each subscription you own,
even if they are for the same product.
1. In the admin center, go to the Billing > Licenses
page.
2. Select a product.
3. Select the check boxes of the users for whom you want to unassign licenses.
4. Select Unassign licenses.
5. In the Unassign licenses box, select Unassign.
Use the Active users page to unassign licenses
When you use the Active users page to unassign licenses, you unassign product licenses
from users.
Unassign licenses from one user
1. In the admin center, go to the Users > Active users
page.
2. Select the row of the user that you want to unassign a license for.
3. In the right pane, select Licenses and Apps.
4. Expand the Licenses section, clear the boxes for the licenses that you want to
unassign, then select Save changes.
Unassign licenses from multiple users
1. In the admin center, go to the Users > Active users
page.
2. Select the circles next to the names of the users who you want to unassign licenses
for.
3. At the top, select Manage product licenses.
4. In the Manage product licenses pane, select Unassign all > Save changes.
5. At the bottom of the pane, select Done.
What happens to a user's data when you
remove their license?
When a license is removed from a user, Exchange Online data that is associated
with that account is held for 30 days. After the 30-day grace period, the data is
deleted and can't be recovered. However, it is linked to the retention policy, and
the content that matches retention labels is retained for discovery.
Files saved in OneDrive for Business aren't deleted unless the user is deleted from
the Microsoft 365 admin center or is removed through Active Directory
synchronization. For more information, see OneDrive retention and deletion.
When the license is removed, the user's mailbox is no longer searchable by using
an eDiscovery tool such as Content Search or eDiscovery (Premium). For more
information, see "Searching disconnected or de-licensed mailboxes" in Content
Search in Microsoft 365.
If you have an Enterprise subscription, like Office 365 Enterprise E3, Exchange
Online lets you preserve the mailbox data of a deleted user account by using
inactive mailboxes. For more information, see Create and manage inactive
mailboxes in Exchange Online.
To learn how to block a user's access to Microsoft 365 data after their license is
removed, and how to get access to the data afterwards, see Remove a former
employee.
If you remove a user's license and they still have Microsoft 365 apps installed, they
see Unlicensed Product and activation errors in Office
when they use Microsoft
365 apps.
Next steps
If you're not going to reassign the unused licenses to other users, consider removing the
licenses from your subscription so that you're not paying for more licenses than you
need.
Related content
Remove licenses from your subscription (article)
Assign licenses to users (article)
Understand subscriptions and licenses in Microsoft 365 for business (article)
Move users to a different subscription
Article • 11/29/2022 • 2 minutes to read
If you have more than one product, have users with a license for one product, but want
to move them to another product, you can replace their existing license with a different
one.
Before you begin
You must be a Global, License, or User admin to assign licenses. For more information,
see About Microsoft 365 admin roles.
Move users to a different subscription
1. In the admin center, go to the Users > Active users
page.
2. Select the checkboxes next to the names of the users that you want to replace
existing licenses for.
3. At the top, select Manage product licenses.
4. In the Manage product licenses pane, select Replace and select the licenses that
you would like to assign to the users.
5. At the bottom, select Save Changes > Close.
Back up data before switching Microsoft 365
for business plans
If a user will be switched to another subscription that has fewer data-related services or
a user leaves the organization, you can download a copy of their data stored in
Microsoft 365 before they are switched to the new subscription.
If you're moving a user to a subscription that has the same or more services, you don't
need to back up user data.
Save a copy of Outlook information
If users have Outlook, they can export or backup email, contacts, and calendar to an
Outlook .pst file
before their plan is switched.
After the switch to the new plan is finished, users can Import email, contacts, and
calendar from an Outlook .pst file .
Save files stored in OneDrive for Business
Before being switched to a different subscription, users can download files and folders
from OneDrive or SharePoint
to a different location, such as a folder on their
computer's hard drive, or a file share on the organization's network.
Save Yammer information
Admins can export all messages, notes, files, topics, users, and groups to a .zip file. For
more information, see Export data from Yammer Enterprise. Developers can use the
Yammer API
to do this, as well.
How to save SharePoint information
If a user is switched from a subscription that has SharePoint Online to one that doesn't
have it, the SharePoint tile no longer appears in their Microsoft 365 menu.
However, as long as the new subscription is within the same organization as the one
they are switched from, users can still access the SharePoint team site. They can view
and update notebooks, documents, tasks, and calendars by using the direct URL to the
team site.
 Tip
We recommend that users go to the team site before their subscription is switched
and save the URL as a favorite or bookmark in their browser.
By default, the URL of the team website is in this form:
HTML
https://<orgDomain>/_layouts/15/start.aspx#/SitePages/Home.aspx
where <orgDomain> is the organization's URL.
For example, if the domain of the organization is contoso.onmicrosoft.com, then the
direct URL to the team site would be
https://contoso.onmicrosoft.com/_layouts/15/start.aspx#/SitePages/Home.aspx .
Of course, users can also download SharePoint Online documents from the SharePoint
team site to their local computer or to another location at any time.
Next steps
If you're not going to reassign the unused licenses to other users, consider removing the
licenses from your subscription so that you're not paying for more licenses than you
need.
Related content
Assign licenses to users (article)
Remove licenses from your subscription (article)
Change plans manually (article)
Understand subscriptions and licenses in Microsoft 365 for business (article)
Buy another Microsoft 365 for business subscription (article)
Manage ISV app licenses in the
Microsoft 365 admin center
Article • 11/28/2022 • 2 minutes to read
An independent software vendor (ISV) app is an app that you buy from a software
vendor other than Microsoft.
Before you begin
You must be a Global, License, or User admin to assign licenses. For more information,
see About admin roles.
Assign ISV app licenses to users or groups
1. In the Microsoft 365 admin center, go to the Billing > Licenses
page.
2. Select the app that you want to assign licenses for.
3. On the license details page, select Assign licenses.
4. In the Assign licenses pane, begin typing the name of a user or group, and then
choose it from the results to add it to the list.
5. When you're finished, select Assign, then select Close.
Unassign ISV app licenses from users or groups
1. In the admin center, Billing > Licenses
page.
2. Select the app that you want to unassign licenses for.
3. On the license details page, select the users and groups to remove licenses from,
then select Unassign licenses.
4. In the dialog box, confirm that you want to remove the licenses, then select
Unassign.
Add or remove ISV app licenses for your
account
If you bought your app through Microsoft at https://appsource.microsoft.com , you
can add or remove licenses in the Microsoft 365 admin center.
If you bought an ISV app through an app vendor, contact the vendor to add or remove
licenses from your account.
Next steps
Depending on the ISV app that you bought, your next step might be to install the app
into your organization's environment. Installing the app makes it available for your
users. Use the following steps to install an ISV app to your environment.
1. In the admin center, Billing > Licenses
page.
2. Select the app that you want to install into your account.
3. On the license details page, select Install this product. You are redirected to a
different platform site where you install the app into your environment.
Related content
Assign licenses to users (article)
Unassign licenses from users (article)
Manage auto-claim policies
Article • 01/06/2023 • 6 minutes to read
An auto-claim policy lets users automatically claim a license for a product the first time
that they sign into an app. As an admin, you typically assign licenses to users either
manually, or by using group-based licensing. By using auto-claim policies, you manage
the products for which users can automatically claim licenses. You can also control which
products those licenses come from.
） Important
Auto-claim policies are currently only available for Microsoft Teams and Power
Apps. More products will be available to use in the future.
Before you begin
You must be a Global admin to create and manage auto-claim policies. For more
information, see About Microsoft 365 admin roles.
Turn the auto-claim policy feature on or off
By default, the auto-claim policy feature is turned off. Before you can use the feature,
you must first turn it on. After you turn on the feature, you can create an auto-claim
policy.
Turn on auto-claim policies
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. In the center of the page, select the Turn on setting button.
Turn off auto-claim policies
Only a Global admin can turn off an auto-claim policy setting.
1. In the admin center, go to the Settings > Org settings
page.
2. Near the bottom of the table, select User owned apps and services.
3. In the right pane, clear the box for Let users auto-claim licenses the first time they
sign in.
If you already have an active policy, but you don't want any more users to claim licenses,
turn off the policy. When you turn off an auto-claim policy, no more users can claim a
license from that point on. Users who already claimed a license don't lose their license.
Create an auto-claim policy
The Auto-claim policy
tab lists the policies that you create. On this tab, you can see:
the name of the policy, the app that is associated with the policy, the product that's
assigned to the policy, the number of available licenses, and the status of the policy.
When you create an auto-claim policy, you can add a backup product to it. If the
primary product is out of licenses, the backup product is used to assign licenses to
users. You can add up to four backup products and change the order in which they're
used. To learn more, see Add or remove backup products.
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select Add a policy.
3. On the Name this auto-claim policy page, enter a name for the policy, then select
Next.
4. On the Set an auto-claim app and product page, select an app and the
subscription to assign licenses from.
5. If you want to add a backup product, select Add a backup product to this policy,
then select the product from the list.
6. Select Next.
7. On the Select apps page, clear or select the boxes for the apps to exclude or
include with the license, then select Next.
8. If you added one or more backup products, repeat step 7 for each product.
Otherwise, go to step 9.
9. On the Review and finish page, verify the new policy information, make any
necessary changes, then select Create policy.
10. Select Close.
Turn a policy on or off
When you turn off a policy, no more users can claim licenses under that policy. The
change doesn't affect users who already claimed licenses under that policy.
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, under Turn this policy on or off, select or clear the check box.
4. Select Save to close the details pane.
Edit the policy friendly name
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, in the Policy name section, select Edit.
4. Enter a new policy name, then select Save.
5. Select Save to close the details pane.
Add or remove backup products
When you create a policy, you add a product to it. Licenses are then automatically
assigned to users from that pool of licenses. You can add or remove products for an
auto-claim policy at any time. If you already have one product associated with the
policy, any products that you add are considered backup products. When the available
number of licenses from the first product are used up, the policy uses the next backup
product on the list to assign licenses from. You can reorder the list of products as you
like.
When you remove a backup product, it's no longer used to assign licenses. Users with
an existing license still have that license, but no new users can receive licenses for that
product.
７ Note
An auto-claim policy must contain at least one product. You can't remove all
products from a policy. If you don't want to assign licenses from a specific autoclaim policy anymore, turn off the policy.
Add a backup product
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, at the bottom, select Add a backup product to this policy.
７ Note
If you don't see this link, it's because you only have one product associated
with your account.
4. In the Add a product pane, use the drop-down to choose a product to add to the
policy, then select Add.
5. Select Save to close the details pane.
Remove a backup product
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, at the bottom, select Remove a product.
4. In the Remove a product from the policy pane, select the box for the policy that
you want to remove, then select Save.
5. Close the details pane.
Change the assigning apps and services
Each product has a collection of apps and services associated with it. For each product
in your auto-claim policy, you can specify which apps and services to include when a
user is automatically assigned a license to that product.
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, under Apps and services, select Edit.
4. In the Apps and services pane, from the Product drop-down, select a single
product, or select All products.
5. Check or clear the boxes for apps and services that you want users to have or not
have access to.
6. When you're finished, select Save, then close the details pane.
Change the assigning order for backup
products
If you have backup products assigned to the policy, you can change the order in which
they're used to assign licenses when users sign in to the app.
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select the policy that you want to edit.
3. In the details pane, in the Product licenses section, select the box next to the
product that you want to move, then select Move up or Move down.
4. Repeat step 3 for each product that you want to reorder.
5. When you're finished reordering the products, select Save to close the details
pane.
View an auto-claim policy report
1. In the admin center, go to the Billing > Licenses page, then select the Auto-claim
policy
tab.
2. Select View report. The Auto-claim policy report page lists all licenses assigned
from each policy in the last 90 days. By default, the page shows the past 90 days.
3. To change the time period shown, select the Past 30 days drop-down list. You can
view reports for the past 1, 7, 30, and 90 days.
Next steps
You can periodically return to the Auto-claim policy tab to see a list of users who have
claimed licenses under the policies you created.
Related content
Assign licenses to users (article)
Buy or remove subscription licenses (article)
Understand subscriptions and licenses (article)
Understand subscriptions and licenses
in Microsoft 365 for business
Article • 03/28/2023 • 2 minutes to read
When you buy a subscription to Microsoft 365 for business, you sign up for a set of
apps and services that you pay for on a recurring basis. The applications and services
that you receive as part of your subscription depend on which product you purchased,
such as Microsoft 365 Apps for business or Microsoft 365 Business Standard. You can
see what comes with each product on the Microsoft 365 for small and medium-sized
businesses
page.
When you buy a subscription, you specify the number of licenses that you need, based
on how many people you have in your organization. After you buy a subscription, you
create accounts for people in your organization, and then assign a license to each
person. As your organizational needs change, you can buy more licenses to
accommodate new people, or reassign licenses to other users when someone leaves
your organization.
If you have more than one subscription, you can assign licenses to different people for
each subscription. For example, you can assign all of your users to all Microsoft 365
apps and services as part of a Microsoft 365 Business Standard subscription. You can
also assign a subset of users to Visio Online through a separate Visio subscription.
How many devices can people install Microsoft
365 on?
If your subscription includes any of the following products, each person can install
Microsoft 365 on up to five PCs or Mac, five tablets, and five phones.
Microsoft 365 Apps for business
Microsoft 365 Apps for enterprise
Microsoft 365 Business Standard
Microsoft 365 Business Premium
Microsoft 365 A3
Microsoft 365 A5
Microsoft 365 E3
Microsoft 365 E5
Office 365 A1 Plus
Office 365 A3
Office 365 A5
Office 365 E3
Office 365 E5
What happens when you assign a license to
someone?
The following table lists what automatically happens when you assign a license to
someone:
If the subscription has this
service
This automatically happens
Exchange Online
A mailbox is created for that person.
To learn about the SLA for this task to be completed, see
"Setting up..." messages in the Microsoft 365 admin
center .
SharePoint Online
Edit permissions to the default SharePoint Online team site
are assigned to that person.
Microsoft Teams
The person has access to the features associated with the
license.
Microsoft 365 Apps for enterprise
and Microsoft 365 Apps for
The person can download Microsoft 365 apps on up to five
Macs or PCs, five tablets, and five smartphones.
business
Understand licenses for non-user mailboxes
You don't need to assign licenses to resource mailboxes, room mailboxes, and shared
mailboxes, except when they are over their storage quota of 50 gigabytes (GB). For more
about non-user mailboxes, see the following articles:
Create a shared mailbox
Remove a license from a shared mailbox
Shared Mailboxes in Exchange Online for all other Microsoft 365 plans.
Who can assign licenses?
Different types of admins can work with licenses in different ways, depending on their
roles. The following table lists the most common options. For a complete list of admin
roles and privileges, see About admin roles.
Admin role
Assign a
Unassign a
Buy more
Delete an
license
license
licenses
account
Billing admin
No
No
Yes
No
Global admin
Yes
Yes
Yes
Yes
License admin
Yes
Yes
No
No
Service Support
No
No
No
No
Yes
Yes
No
Yes
admin
User admin
Related content
Buy or remove licenses for your business subscription (article)
Assign licenses to users (article)
Unassign licenses from users (article)
Remove a license from a shared mailbox (article)
View your Microsoft 365 for business
subscription bill or invoice
Article • 03/16/2023 • 2 minutes to read
Check out all of our small business content on Small business help & learning .
Check out Microsoft 365 small business help
on YouTube.
This article is for people who have a Microsoft 365 for business subscription.
If you need help with interpreting the charges you see on your bill, see Understand your
bill or invoice for a detailed walkthrough.
Have a problem with your bill? Contact support for business products.
Before you begin
You must be a Global or Billing admin to do the steps described in this article.
Watch: View, download, or print your bill
Check out this video and others on our YouTube channel .
https://www.microsoft.com/en-us/videoplayer/embed/RE1FGmo?
autoplay=false&postJsllMsg=true
1. In the Microsoft 365 admin center, select Billing in the left navigation pane, and
then select the Invoices tab .
2. Select an invoice to view it. If you don't see an invoice, select Filter by: Last 6
months from the drop-down list.
3. To view the invoice details, select Download PDF in the top-right corner of the
invoice.
View a bill or invoice
1. In the admin center, go to the Billing > Bills & payments
page.
2. On the Invoices tab, choose the invoice that you want to view. If you don't see an
invoice, use the date filter and select Past 3 months, Past 6 months, or Specify
date range.
3. On the Invoice summary page, you see invoice details including the list of items,
the price for each item, and the total cost for all items in the invoice.
4. To print or save a PDF copy of the invoice, select Download PDF.
If you want to receive a copy of your billing statement in email, see Manage billing
notifications and invoice attachments.
７ Note
Microsoft 365 services do not provide payment receipts. For credit card payments,
please use the invoice and credit card billing statement to match your payment.
Run the Unknown Charge Diagnostic
As a Microsoft 365 Global admin, you can use a diagnostic tool that runs within the
Microsoft 365 admin center to research unexpected charges from Microsoft that appear
on your bank or credit card statement.
７ Note
The Unknown Charge Diagnostic is only available for customers who bought their
products and services from Microsoft.com, including Microsoft 365 Enterprise,
Education, and Non-profit.
Select the Run Tests link below to open the diagnostic tool in the Microsoft 365 admin
center.
Run Tests: Unknown Charge
Next steps
If you have a balance and would like to pay it, you can do that online. To learn how, see
Pay for your subscription.
Related content
Pay by invoice, credit card, or bank account (article)
Manage payment methods (article)
Billing information for Microsoft 365 for business in Mexico (article)
Minecraft: Education Edition payment options (article)
Understand your bill or invoice for
Microsoft 365 for business
Article • 04/03/2023 • 8 minutes to read
Check out all of our small business content on Small business help & learning .
Your bill or invoice provides a summary of charges for your subscription and includes
instructions for how to make a payment.
） Important
As of April 1, 2023, we no longer accept checks as a payment method for
subscriptions paid by invoice. Pay by check is no longer available as a payment
option, and check payment instructions have been removed from invoices. You can
still pay for your invoice by wire transfer. See your invoice for wire transfer payment
information. If you're an existing customer who currently pays by check, you have
until September 30, 2023 to change to paying by wire transfer, and avoid possible
service disruption.
７ Note
If you have other subscriptions instead of or in addition to Microsoft 365, see
Understand your bill or invoice.
Watch: Understand your bill or invoice
Check out this video and others on our YouTube channel .
https://www.microsoft.com/en-us/videoplayer/embed/RE53wxS?
autoplay=false&postJsllMsg=true
How often and when am I billed?
Depending on the billing frequency you chose when you bought your subscription, you
receive an invoice either monthly or annually. The amount of time since the last invoice
date is called the Billing Period and is on page one of the invoice. This time represents
the date range during which charges accrue for the current invoice. If you made a
change to your subscription outside of this date range, like adding or removing licenses,
the associated charges appear on the invoice for the next billing period.
Starting on page two of the invoice, you see the charges grouped by their Service Period.
The service period is the date range during which you're charged to use the service.
At the end of each billing period, you receive an email that says your new invoice is
ready to view or download in the Microsoft 365 admin center. If you have more than
one order, you receive an invoice for each order. Learn how to find and view your bill or
invoice.
Why is my total due different from last month?
The amount billed for your subscription reflects the license price multiplied by the
number of licenses purchased and any required taxes or fees.
If the amount billed is different than expected, that can happen for few reasons:
You added or removed licenses from your subscription. Licenses changed midterm are reflected on the next invoice. You might see a credit and rebill for the
previous service period to account for this change. For details about what this
looks like in your invoice, see Page two below.
The subscription was canceled. You receive an invoice after cancellation with any
outstanding balance minus any credits.
Your subscription renewed for a new term and the license price changed.
Overview of the invoice .PDF
Your invoice is a .PDF that contains at least two pages. Page one is the billing summary,
and contains general information about the invoice, order, amount due, and payment
instructions, if applicable.
Page two contains details about the billing activity for each subscription during the
service period.
Header
The header appears at the top of every invoice page, and includes the month of service,
and the Invoice Date, which is the date Microsoft created the invoice. The invoice is
created the day after the end of your billing period. For example, if your billing period is
January 15—February 14, your invoice date is February 15.
The header also includes an Invoice Number, the unique number assigned to your
invoice. If you pay by wire transfer, include the invoice number with your payment.
Finally, the header includes the Due Date for payment of the invoice, and shows the
total amount due. If you pay for your subscription with a credit card or bank account, we
charge your card or account the day after the invoice date.
Footer
The footer appears at the bottom of every invoice page and includes Microsoft business
center address. Based on your country or region, it might include other information like
the phone number to call for billing or technical support, a link to online self-help
articles, and the address and tax ID for Microsoft in your country or region.
Page one
Page one of your invoice contains address information for your organization, high-level
details about your order, a summary of invoice totals, and instructions about how to pay
your invoice.
Addresses
Three addresses appear at the top of the first page. The Sold-To address is the name
and address of the organization that bought the subscription. The Bill-To address is the
address of your billing department. Service Usage Address is the address where the
service is used. Usually, these addresses are the same. Depending on the size and
configuration of your organization, these addresses might be different.
To update the Sold-To address, see Change your organization's address, technical
contact, and more. To update your Bill-To or Service Usage Address, see Change your
billing addresses.
Order Details
On page one of your invoice, the Product is "Online Services," the generic term we use
to describe your subscription. Page two lists the individual products in your order.
Customer PO Number is the purchase order (PO) number that you specify. You can't
add a PO number to an existing invoice. If you update the PO number, it's included in
future invoices. To change the PO number, see Change your purchase order number.
Order Number is the globally unique identifier (GUID) that identifies your order. Every
time you buy a new subscription, a new order with a new order number is created. You
receive an invoice for each order every billing period.
Billing Period is the period since the last invoice date.
Payment Terms is the number of days from the invoice date when payment is due.
Due Date is the date when the invoice payment is due. If your subscription is paid with a
credit card or bank account, we charge your card or account the day after the Invoice
Date.
Billing Summary
Page one of your invoice shows the totals of the following items for the invoice billing
period. Page two contains details for each category.
Charges
Discounts
Credits
Tax
Total
Payment Instructions
If you pay by credit card, you see "Please DO NOT PAY. You will be charged the amount
due through your selected method of payment." If you pay by invoice, this section
contains instructions for paying by wire transfer.
Wire transfer
If you chose "invoice" as your subscription payment method, page one contains the
Electronic Funds Transfer section that shows the Microsoft bank account information
for electronic payments (wire transfer, ACH, SEPA, and so on). Usually, your bank has a
reference field you complete when you send a payment. Make sure you reference the
invoice number in that field.
Support
In some countries or regions, the invoice has a Support section that includes
instructions on how to view past invoices in the Microsoft 365 admin center. It also
includes a link to self-help articles, and for some countries and regions, the support
phone number.
Page two
The product name for your subscription is at the top of page two. Below it is the formula
that explains how the charges are calculated. If you have more than one product in your
order, you see a separate section for each product and the associated charges.
New charges
The New charges section shows the service period during which charges, discounts,
credits, and taxes were added. It shows the number of licenses included during the
service period, the price per license, and the number of days in the service period.
Previous charges
The Previous charges section shows a credit for charges you paid for the previous
invoice. If you made a change during the previous billing period, your invoice includes
the Previous charges section. For example, if you added or removed licenses mid-term,
the Previous charges section shows the number of licenses for that service period,
together with the monthly price per license, the number of days in the service period,
the charges, and other amounts that apply.
Charges during this billing period
The Charges during this billing period section shows changes to your subscription
made during this billing period. If you made a change during the previous billing period,
your invoice also includes the Changes during this billing period section. For example,
if you added or removed licenses mid-term, the Charges during this billing period
section lists the changes to the subscription and when they occurred. The charges or
refunds owed to you because of those changes are prorated for the number of days
affected during the billing period.
Change your purchase order number
If you pay by invoice, you can add or change the purchase order (PO) number for your
subscription.
７ Note
You can't add a PO number to an existing invoice. The PO number will appear on all
future invoices.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that you want to change.
3. On the subscription details page, in the Subscription and payment settings
section, select Edit invoice.
4. At the bottom of the Edit details for paying by invoice pane, enter your PO
number, and then select Save.
Run the Unknown Charge Diagnostic
As a Microsoft 365 Global admin, you can use a diagnostic tool that runs within the
Microsoft 365 admin center to research unexpected charges from Microsoft that appear
on your bank or credit card statement.
７ Note
The Unknown Charge Diagnostic is only available for customers who bought their
products and services from Microsoft.com, including Microsoft 365 Enterprise,
Education, and Non-profit.
Select the Run Tests link below to open the diagnostic tool in the Microsoft 365 admin
center.
Run Tests: Unknown Charge
Related content
View your bill or invoice (article)
Pay for your Microsoft 365 for business subscription (article)
Manage payment methods (article)
Billing information for Microsoft 365 for business in Mexico (article)
Minecraft: Education Edition payment options (article)
Payment options for your Microsoft
business subscription
Article • 04/03/2023 • 8 minutes to read
Check out all of our small business content on Small business help & learning .
You can use a credit or debit card, or bank account to pay for your Microsoft business
subscription. For qualifying customers, you can pay by invoice via wire transfer. If you
have a billing profile, your options are slightly different. For more information, see How
to pay for your subscription with a billing profile. If you're not sure if your account has a
billing profile, see Understand billing profiles.
Just want to find out where to send your invoice payment? If you currently pay your
invoice by wire transfer, see Where do I send my wire transfer payment?
） Important
As of April 1, 2023, we no longer accept checks as a payment method for
subscriptions paid by invoice. Pay by check is no longer available as a
payment option, and check payment instructions have been removed from
invoices. You can still pay for your invoice by wire transfer. See your invoice
for wire transfer payment information. If you're an existing customer who
currently pays by check, you have until September 30, 2023 to change to
paying by wire transfer, and avoid possible service disruption.
As of January 26, 2021, new bank accounts are no longer supported for
customers in Belgium, France, Italy, Luxembourg, Portugal, Spain, and the
United States. If you're an existing customer in one of those countries, you
can continue paying for your subscription with an existing bank account that
is in good standing. However, you can't add new subscriptions to the bank
account.
 Tip
If you need help with the steps in this topic, consider working with a Microsoft
small business specialist . With Business Assist, you and your employees get
around-the-clock access to small business specialists as you grow your business,
from onboarding to everyday use.
Before you begin
You must be a Global or Billing admin to do the steps described in this article. For
more information, see About admin roles.
The payment method that you choose during checkout is the payment method
that we use for all future billing periods. You can change it at any time.
Directives from the Reserve Bank of India
Currently, some credit card transactions, especially transactions exceeding 5,000 INR, are
blocked due to a directive by the Reserve Bank of India. This might affect automatic
payments, which means that you might have to make payments manually in the
Microsoft 365 admin center. This directive doesn't affect usage charges.
Learn more about the Reserve Bank of India directive for recurring payments .
As of September 30, 2022, Microsoft and other online merchants no longer store credit
card information. Microsoft has removed all stored card details from the admin center.
To avoid service interruption, you must add and verify a payment method for all
subscriptions.
Learn about the Reserve Bank of India directive for card storage .
） Important
Because of the removal of credit card information, when you view your list of
payment methods, the Expiration Date and Status columns only say "Unknown."
UPI and NetBanking payment options
The admin center supports two alternate payment options for customers in India:
UPI (Unified Payments Interface) payment is a real-time payment method.
NetBanking (Internet Banking) provides customers with access to banking services
on an online platform.
） Important
UPI and NetBanking are only supported for one-time transactions for existing
customers only.
How do I make a payment with UPI or NetBanking?
1. If you're a returning customer, when you make a payment, select UPI /
NetBanking from the Payment method drop-down list, then select Make
payment.
2. You're redirected to the payment partner, BillDesk, where you choose UPI or
NetBanking for your payment method.
3. Follow the instructions in BillDesk to complete the transaction.
After you submit the payment, allow time for the payment to appear in the admin
center.
How am I refunded if I made a payment with UPI or NetBanking?
Refunds are treated as a regular charge and are refunded to your bank account.
Paying by credit or debit card, or bank account
） Important
Paying by bank account is not available in some countries or regions.
You can pay for your subscription with a credit or debit card, or a bank account. When
you pay with one of these payment methods, we continue to charge that payment
method until the subscription expires, or is canceled. You can manage payment methods
whenever you need to. You can also choose to receive your organization's invoices as
email attachments.
Paying by invoice
If you're a new customer, paying by invoice isn't available as a payment method.
However, you can buy subscriptions with a credit or debit card or through a partner or
reseller.
If you're an existing customer, and you meet the eligibility requirements described
below, you can contact support to help you change a current subscription to be paid by
invoice. If you want to buy a new subscription, and you meet the eligibility requirements,
you might be approved to change your payment method to pay by invoice. Contact
support to find out if you can pay by invoice, and to help you buy a new subscription
using the pay by invoice option.
Eligibility requirements. To be eligible to pay by invoice, you must:
Be an established customer for at least six months and have no outstanding
balances
Have a subscription cost that exceeds a certain amount (this amount varies by
service location)
Pass a credit check
７ Note
Customers who live in Brazil can pay for a subscription with a Boleto Bancario. If
you have selected this option, the billet for payment is sent to the email provided
during subscription purchase within 10 working days after the order date. The due
date is 30 days after the order date. If you don't receive your Boleto by email, check
your spam folder or contact support.
If you prefer, you can pay by electronic transfer between accounts. The Agency and
account number are at the bottom of your invoice. You must enter your invoice
number in the Transfer identification field.
If you pay by invoice for your subscription, you get an email when your billing statement
is ready to view. This email doesn't contain a copy of your billing statement. However,
you can choose to receive your organization's invoices as email attachments. Your billing
statement includes details about your options for making a payment, and where to send
it. If you enter a purchase order (PO) number when you buy a subscription, the number
appears on your billing statement. For information about accessing billing statements,
see View your bill or invoice.
What if I have an outstanding balance?
If we're unable to charge the payment method on file, we send an email that lets you
know there's a problem. The email briefly states what the problem is and includes a link
where you can check the outstanding balance. We continue to retry the transaction
every few days for 30 days, during which time the subscription is in a grace period. Every
time a transaction fails, you receive an email alert about the failure.
If you personally added the payment method that has a past due amount, you can use
Settle balance to make a payment. The payment method that you use to pay the
overdue amount becomes the new payment method for all subscriptions that used the
declined payment method.
1. In the admin center, go to the Billing > Bills & payments page, then select the
Payment methods
tab.
2. A warning message says which payment method was declined. Select Settle
balance.
3. In the right pane, choose a different payment method, or select Add a new
payment method.
4. After you've updated the payment method information, select Save.
If you didn't add the payment method used to pay for the subscription, you must
replace the payment method with one you previously added, or with a new one.
Where do I send my wire transfer payment?
Check your invoice for payment instructions for your country or region. If you're not
sure how much you owe, you can check your bill and billing history online on the
Invoices tab of the Bills & payments
page.
７ Note
If you must pay the membership fee for the Microsoft Partner Network (MPN)
program (Action Pack subscription, Silver or Gold competencies), see Pay
competency fees for information about how to make an MPN payment.
Wire transfer payment processing time
Payments made by wire transfer have processing times that vary, depending on the type
of transfer:
ACH domestic transfers - Five business days. Two to three days to arrive, plus two
days to post.
Wire transfer (domestic) - Four business days. Two days to arrive, plus two days to
post.
Wire transfer (international) - Seven business days. Five days to arrive, plus two
days to post.
If your account is approved for payment by wire transfer, the instructions for payment
are on the invoice.
Can I pay my invoice online?
You can't pay your invoice online. You must remit payment via wire transfer.
Can I change from my current payment method
to paying by invoice?
You can only change to paying by invoice if you meet the eligibility requirements
described in the Paying by invoice section above. You must first pay any outstanding
balance on the credit or debit card or bank account before you can change to paying by
invoice. Contact support to see if you can change to paying by invoice.
Can I change from paying by invoice to using a
different payment method?
You can't automatically change from paying by invoice to paying with a different
payment method. Instead, you must buy a different subscription paid for with a credit or
debit card or bank account, move all users to the new subscription, and then cancel the
old subscription.
Related content
Manage payment methods (article)
View your bill or invoice (article)
Understand your bill or invoice (article)
Manage payment methods
Article • 11/28/2022 • 7 minutes to read
） Important
As of January 26, 2021, new bank accounts are no longer supported for customers
in Belgium, France, Italy, Luxembourg, Portugal, Spain, and the United States. If
you're an existing customer in one of those countries, you can continue paying for
your subscription with an existing bank account that is in good standing. However,
you can't add new subscriptions to the bank account.
When you buy business products or services from Microsoft, you can use an existing
payment method, or add a new one. You can use a credit or debit card, or bank account
to pay for the things you buy.
If your business account has a billing profile, and you are a billing profile owner or
billing profile contributor, you can use the billing profile that's backed by a credit card
or invoice payment to make purchases or pay bills. If you're a billing invoice manager,
you can only use a billing profile to pay bills. To learn more about billing profiles and
roles, see Manage billing profiles.
If your business account doesn't have a billing profile, any Global or Billing admin can
manage and use any bank account that is added to the business account. However, you
can only manage or use credit cards that you add.
７ Note
The option to pay with a bank account is not available in some countries or regions.
You must use a payment method issued from the same country as your tenant.
 Tip
If you need help with the steps in this topic, consider working with a Microsoft
small business specialist . With Business Assist, you and your employees get
around-the-clock access to small business specialists as you grow your business,
from onboarding to everyday use.
Watch: Update your payment method
https://www.microsoft.com/en-us/videoplayer/embed/RE3AVxy?
autoplay=false&postJsllMsg=true
You can easily update the payment method for your Microsoft 365 Business
subscription. You can change details such as the credit card used, the name, or the
address.
Before you begin
You must be a Global or Billing admin to do the tasks in this article. For more
information, see About admin roles.
Add a payment method
Adding a payment method doesn't associate any subscriptions with it. To assign a single
subscription to the payment method, see Change a payment method for a single
subscription. To replace all subscriptions that use another payment method with the
new one, see Replace a payment method.
1. In the admin center, go to the Billing > Bills & payments > Payment methods
page.
2. Select Add a payment method.
3. On the Payment methods page, pick a payment method from the drop-down
menu.
4. Enter the information for the new card or bank account, then select Add.
Update payment method details
You can change the name on the credit or debit card, billing address, or expiration date
for an existing payment method. However, you can't change the card or account
number. If the account number has changed, replace it with a different payment
method, and then delete the old one.
1. In the admin center, go to the Billing > Bills & payments > Payment methods
page.
2. Select the row of the payment method to update. In the right pane, select Edit.
3. Update your payment method information, including the name on the credit or
debit card, billing address, or expiration date, and then select Save.
Replace a payment method
When you replace a payment method, you replace it for all subscriptions and billing
profiles that use the same payment method. Replacing a payment method doesn't
delete the existing payment method. It's still available for you to select and use for other
subscriptions and billing profiles.
To change the payment method for a single subscription, see Change a payment
method for a single subscription.
1. In the admin center, go to the Billing > Bills & payments > Payment methods
page.
2. Select the row of the payment method to replace. The right pane lists all billing
profiles and individual subscriptions that use the selected payment method.
3. In the right pane, select Replace payment method for all items.
4. To use an existing payment method, choose one from the drop-down list, then
select Replace.
７ Note
If you have subscriptions associated with a billing profile, you can only use a
credit or debit card to pay for them. If you have bank accounts listed on the
Payment methods page, they aren't available to select in the drop-down list.
5. To add a new payment method, select Add payment method.
6. In the Add a payment method pane, enter the account information, then select
Save. You must use a payment method from the same country as your tenant.
7. The new payment method is already selected in the drop-down list. Select Replace.
Change a payment method for a single
subscription
You can change the payment method used to pay for a single subscription.
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, find the subscription that you want to pay for with the
alternate payment method.
3. Select the three dots (more actions), then select Replace payment method.
4. In the Replace payment method pane, from the drop-down list, choose an
alternate payment method, or choose to add a payment method.
5. If you add a payment method, enter the card or account details, then select Save.
6. Verify that the selected payment method is correct, then select Replace.
Delete a payment method
You can only delete a payment method that isn't attached to a subscription or billing
profile. This applies to all subscriptions, whatever their status.
Delete a payment method with no subscriptions or billing
profiles attached
If a payment method isn't associated with any subscriptions or billing profiles, you can
immediately delete it.
1. In the admin center, go to the Billing > Bills & payments > Payment methods
page.
2. Find the payment method to delete, select the three dots, then select Delete.
3. At the bottom of the right pane, select Delete.
Delete a payment method with subscriptions or billing
profiles attached
If a payment method is attached to any subscriptions or billing profiles, first replace it
with an existing payment method, or add a new one, then delete the old payment
method.
1. In the admin center, go to the Billing > Bills & payments > Payment methods
page.
2. Select the row for the payment method to delete. The right pane lists existing
subscriptions that use that payment method.
3. In the right pane, select Delete.
4. To use an existing payment method, choose one from the drop-down list, select
Next, and then select Delete.
７ Note
If you have subscriptions associated with a billing profile, you can only use a
credit card to pay for them. If you have bank accounts listed on the Payment
methods page, they aren't available to choose in the drop-down list.
5. To add a new payment method, select Add payment method.
6. Choose the type of payment method that you want to add, enter the account
information, and then select Save.
7. The new payment method is already selected in the drop-down list. Select Next.
8. Select Delete.
Troubleshoot payment methods
Issue
Troubleshooting steps
I get an
error
Set your browser to allow third-party cookies and try again.
message
that says,
"The
browser
is
currently
set to
block
cookies."
My credit
or debit
card was
If you pay by credit or debit card, and your card is declined, you receive an email that
says Microsoft was unable to process the payment. Double-check that the card
details—card number, expiration date, name on the card, and address, including city,
declined.
state, and ZIP code—appear exactly as they do on the card and your statement. You
can update your card information and immediately submit the payment by using the
Settle balance link in the Billing section of the subscription details page. For more
information, see What if I have an outstanding balance?
If you continue to see the "declined" message, contact your bank. It's possible that
your card isn't active. If you recently received the card in the mail with an updated
expiration date, make sure it's activated. Your bank can also tell you whether your
card isn't approved for online, international, or recurring transactions.
I want to
update a
card or
You can't change the card or account number on an existing payment method. If
your card or account number has changed, replace it with a different payment
method, which moves all active subscriptions from the payment method to the new
bank
account
number.
one, then delete the old payment method.
Issue
Troubleshooting steps
I only
have one
If you only have one payment method, you must replace it with a new payment
method before you can delete it.
card or
bank
account
on my
account
and I
want to
remove it.
I can't
add my
card or
You must use a payment method issued from the same country as your tenant. If you
have trouble entering your card or bank account information, you can contact
support.
bank
account.
Related content
Pay for your business subscription (article)
Manage billing profiles (article)
Change your billing frequency (article)
Manage billing across multiple tenants
in the Microsoft 365 admin center
Article • 11/28/2022 • 7 minutes to read
You can simplify billing management for your organization by creating multi-tenant
billing relationships with other tenants. A multi-tenant billing relationship lets you
securely share your organization's billing account with other tenants, while maintaining
control over your billing data. You can create subscriptions in different tenants and
provide users in those tenants with access to your organization's billing account. This
relationship lets users on those tenants do billing activities like viewing and
downloading invoices or managing licenses.
） Important
This article only applies to organizational account customers with a Microsoft
Customer Agreement.
Before you begin
You must be a billing account owner to do the tasks described in this article. For more
information, see Understand your Microsoft billing accounts.
Decide which billing tenant solution is right for
your organization
Choosing to set up multiple billing tenants might be the right approach, depending on
the needs of your organization. The following table compares using a single tenant or
multi-tenant approach to help you decide which approach is right for your organization.
For this
billing area
Consider using single-tenant billing accounts
if:
Consider using multiple tenants
that share a single billing
account if:
Invoicing
You want purchases made by different billing
You want purchases made by
accounts to always be in different invoices.
users in different tenants to be
on either the same or different
invoices, depending on your
choice.
For this
billing area
Consider using single-tenant billing accounts
if:
Consider using multiple tenants
that share a single billing
account if:
Managing
You want subscriptions created only in the
You want subscriptions bought
your
purchases
tenant in which they're bought.
in one tenant to be created in a
different tenant that shares the
same billing account.
Agreements
You want each billing account in its own tenant
You want agreements signed by
to sign its own agreement with Microsoft.
Customer Affiliate Purchase Terms (CAPT) can
define affiliate agreements between different
a single billing account, and you
want the same agreements to
apply to all tenants that share
billing accounts on unique tenants.
the billing account.
Pricing and
You don't want discounts shared between
You want discounts applied
discounts
multiple billing accounts unless those accounts
across a billing account
share CAPT terms.
regardless of which tenant a user
makes a purchase on, or where
subscriptions are created due to
sharing an agreement.
Visibility
Security
You only want users on a billing account to
You want users with shared
have visibility into what's in that billing
account, and not what's on a different tenant.
billing accounts to have the
same view of the billing account
For example, you only want users to see cost
regardless of the tenant they are
and invoices, buy products, and track
payments for their own tenant.
in.
You want all users with access to your billing
account to follow your tenant's security
You want the users you invited
to share your billing account to
policies.
follow their own tenant's security
policies.
What are the types of tenants in a multi-tenant
billing relationship?
There are two types of tenants in a multi-tenant billing scenario:
1. Primary billing tenant—The primary billing tenant is the tenant used when the
billing account is set up. By default, all subscriptions are bought in this tenant and
only users from this tenant can get access to the billing account.
2. Associated billing tenant—An associated billing tenant is a tenant that is linked to
your primary billing tenant's billing account. These tenants can buy subscriptions
using your billing account or can accept subscriptions from you. You can also
assign billing account roles to users in an associated billing tenant.
What access settings are available for
associated billing tenants?
When you add an associated billing tenant to your billing account, you can enable one
or both of the following access settings.
Provisioning allows the creation of subscriptions in the associated billing tenants.
Billing management lets billing account owners assign roles to users in an
associated billing tenant, giving them permission to access billing information and
make purchasing decisions.
Add an associated billing tenant
Before you begin, make sure you have either the tenant ID, or the primary domain name
for the tenant you want to invite. For more information, see Find a tenant ID or domain
name .
1. In the admin center, go to the Billing > Billing accounts
page.
2. Select the name of the billing account you want to use as the primary billing
tenant.
3. On the billing account details page, select the Associated billing tenants tab, then
select Add an associated billing tenant.
4. In the Add an associated billing tenant pane, enter the tenant ID or domain name,
then enter a friendly name for the tenant.
5. In the Access settings section, select one or both options for Provisioning and
Billing management.
6. Read and select the box next to the user visibility statement.
7. Select Add tenant.
If the Provisioning access setting is turned on, a unique link is created for you to send to
the global admin on the associated billing tenant. They must accept the request before
you can move subscriptions to their tenant.
Assign roles to users from the associated billing
tenant (optional)
1. In the admin center, go to the Billing > Billing accounts
page.
2. Select the name of the billing account to assign roles.
3. On the billing account details page, select the Billing account roles tab, then select
Assign roles.
4. In the Assign role pane, search for the associated billing tenant, select a role, then
enter the email address of the users to whom you want to assign a role.
5. Select Assign.
The user receives an email with a link to review the role assignment request. After they
accept the role, they have access to your billing account. For information about billing
account roles, see Understand your Microsoft billing accounts.
） Important
Any user with a role in the billing account can see all users from all tenants who
have access to that billing account. For example, if Contoso.com is the primary
billing tenant, and a billing account owner adds Fabrikam.com as an associated
billing tenant, and then adds Katarina as a billing account owner, Katarina can see
all users who have access to the billing account on both Contoso.com and
Fabrikam.com.
Move subscriptions to an associated billing
tenant (optional)
The global administrator of the associated billing tenant must accept the provisioning
request from the primary billing tenant before you can move subscriptions to their
associated billing tenant.
） Important
You can only move a subscription to an associated billing tenant if all licenses in the
subscription are available. If any licenses are assigned, you can't move the
subscription.
1. In the admin center, go to the Billing > Your products
page.
2. Select the name of the product that you want to move to the associated billing
tenant.
3. On the product details page, in the Licenses assigned from all subscriptions
section, select Move to another tenant.
4. In the Move subscription to a different tenant pane, search for a tenant name or
select a tenant from the list, then select Move subscription.
Remove an associated billing tenant
Removing an associated billing tenant is a permanent action and can't be undone.
Access is removed for all tenant users who are assigned roles on your billing account,
and you can no longer move subscriptions to the tenant. Subscriptions that have already
been moved remain with the tenant and are still billed to your billing account.
1. In the admin center, go to the Billing > Billing accounts
page.
2. Select the name of the billing account that is the primary billing tenant.
3. On the billing account details page, select the Associated billing tenants tab.
4. Select the associated billing tenant that you want to remove.
5. In the associated billing tenant pane, select Remove access.
6. In the Remove provisioning and billing management access pane, select Remove
access.
7. In the confirmation dialog box, select Yes.
Accept or decline an invitation for Provisioning
access to your associated billing tenant
As a global administrator of an associated billing tenant, you can accept or decline a
request from the billing account owner to create subscriptions in your tenant. When a
billing account owner adds your tenant as an associated billing tenant and enables the
Provisioning access setting, you receive a link from the billing account owner to accept
or decline the invitation.
1. Select the link shared by the billing account owner.
2. On the Invitation to be an associated billing tenant page, select Accept or
Decline.
７ Note
If you later decide to revoke the Provisioning access, you can use the same link.
Related articles
Understand your Microsoft billing accounts (article)
Understand billing profiles (article)
Change your Microsoft 365 subscription
billing frequency
Article • 11/28/2022 • 2 minutes to read
When you buy a subscription, you select a billing frequency. To change how often you
are billed for a subscription, use the following steps.
７ Note
If you have a billing profile, you can only change the billing frequency when you
buy or upgrade a subscription. To find out if you have a billing profile, see View my
billing profiles.
1. In the admin center, go to the Billing> Your products
page.
2. On the Products tab, select the subscription that you want to change.
3. On the subscription details page, in the Subscription and payment settings
section, select Edit billing frequency.
4. In the Edit billing frequency pane, choose the option for how often you want to be
billed, then select Change.
Related content
View your bill or invoice (article)
Paying for your subscription (article)
Learn how to find and view your bill or invoice (article)
Change your billing addresses (article)
Manage billing notifications and invoice
attachments
Article • 01/09/2023 • 4 minutes to read
The Billing notifications page lets you manage who receives billing notification emails
for your organization. The page also provides the option to receive your organization's
invoices as email attachments.
Before you begin
You must be a Global admin to do the steps described in this article. Billing admins can
make some of these changes, as noted in the sections below. For more information, see
About admin roles.
Change the language you receive email in
Billing notification emails are sent in your organization's preferred language. To change
the preferred language, use the following steps.
1. In the Microsoft 365 admin center, go to the Billing > Billing notifications
page.
2. In the Billing notification settings section, select Edit notification settings.
3. In the Billing notification settings pane, under Preferred language select the
language you want to use, then select Save.
Change who receives billing notifications
Your organization's billing notifications are sent to the primary and alternate email
address of every Global and Billing admin. To change which users have the Global or
Billing admin role, use the following steps.
Assign admin roles by using the Billing notifications page
1. In the admin center, go to the Billing > Billing notifications
page.
2. In the Admins receiving billing notifications section, select the Billing
administrator or Global administrator link in the description text.
3. In the right pane, on the Assigned admins tab, select Add.
4. In the Add admins pane, type the user's display name or username, and then
select the user from the list of suggestions.
5. Add multiple users until you're done.
6. Select Save. The user is added to the list of assigned admins.
Remove admin roles by using the Billing notifications
page
1. In the admin center, go to the Billing > Billing notifications
page.
2. In the Admins receiving billing notifications section, select the Billing
administrator or Global administrator link in the description text.
3. In the right pane, on the Assigned admins tab, select the users to remove from the
role, and then select Remove.
4. In the confirmation box, select Remove. The user is removed from the list of
assigned admins.
Change the email addresses for admins
To change the primary and alternate email address of other admins in your organization,
use the following steps.
７ Note
Billing admins can only change their own alternate email address. They can't
change email addresses for other admins.
1. In the admin center, go to the Billing > Billing notifications
page.
2. In the Admins receiving billing notifications section, select a name.
3. In the right pane, add or update the primary and alternate email address as
needed, then select Save.
Change your organization's contact email
In addition to your Global and Billing admins, we send billing notifications to your
organization's contact email address. To change the email address, use the following
steps.
1. In the admin center, go to the Billing > Billing notifications
page.
2. Under Organization contact receiving billing notifications, select the organization
contact.
3. In the right pane, type the email address that you want to use, then select Save.
Receive your organization's invoices as email
attachments
７ Note
Billing admins can also do the steps in this section.
You can have a copy of your organization's invoice attached as a PDF file to invoice
notification emails when a new invoice is ready. Use the following steps to receive
invoices as attachments.
1. In the admin center, go to the Billing > Billing notifications
page.
2. Under Billing notification settings, select Edit notification settings.
3. In the Billing notification settings pane, under Attach a PDF to your invoice
emails, check the checkbox, then select Save.
To stop receiving the invoice attachment at any time, follow the steps above and clear
the Attach a PDF to your invoice emails checkbox in step 3.
What if I have a billing profile?
If you have a billing profile, some of the steps described in this article might be slightly
different for some of your subscriptions. This section describes those differences. How
do I know if I have a billing profile?
Who receives Billing notifications?
Billing notification emails are sent to the primary and alternate email addresses for users
who are assigned one of the following roles:
Billing profile owner
Billing profile contributor
Invoice manager
To learn more about billing profile roles and how to manage them, see Understand
Microsoft Customer Agreement administrative roles in Azure.
To change who receives your organization's billing notifications, use the following steps
to change the roles assigned to users.
1. In the admin center, go to the Billing > Bills & payments
page.
2. On the Billing profile tab, select a billing profile.
3. In the Billing profile roles section, assign or remove roles for Billing profile owner,
Billing profile contributor, or Invoice manager.
Receive invoices as email attachments
To receive your invoices as attachments to your invoice notifications, use the following
steps to turn on this setting for a specific billing profile.
1. In the admin center, go to the Billing > Bills & payments
page.
2. Select the Billing profiles tab, then select a billing profile from the list.
3. On the billing profile details page, under Get invoices in email attachments, switch
the toggle to On.
Related content
View your bill or invoice (article)
Billing information for Microsoft 365 for business in Mexico (article)
Understand your bill or invoice for Microsoft 365 for business (article)
Add users and assign licenses at the same time (article)
Understand your Microsoft billing
accounts
Article • 11/29/2022 • 4 minutes to read
A billing account is created when you sign up to try or buy Microsoft products. You use
your billing account to manage your account settings, invoices, payment methods, and
purchases. You can have access to multiple billing accounts. For example, you signed up
for Microsoft 365 directly, or you have access to your organization's Enterprise
Agreement, Microsoft Product & Services Agreement or Microsoft Customer
Agreement. For each of these scenarios, you would have a separate billing account.
The Microsoft 365 admin center
currently supports the following type of billing
accounts:
Microsoft Online Services Program: This billing account is created when you sign
up for a Microsoft 365 subscription directly.
Microsoft Products & Services Agreement (MPSA) Program: This billing account is
created when your organization signs an MPSA Volume Licensing agreement to
purchase software and online services.
Microsoft Customer Agreement: This billing account is created when your
organization works with a Microsoft representative, an authorized partner, or
purchases independently.
The Billing accounts
page provides a view of your commercial accounts with
Microsoft. By default, your organization has at least one billing account associated with
an agreement that is accepted either at the time of a direct purchase, or through a
Volume Licensing arrangement.
Understand billing account details
The top of the Billing accounts detail page is your account profile and contains legal
and tax information about your organization. You can update your profile to change
your legal address and phone number. This account is the legal entity that pays for the
products that you purchase.
The following table lists the important terms that you see in the Billing accounts detail
page.
Field
name
Description
Field
name
Description
Sold-to
address
The legal entity responsible for payment and identified on the invoice. The address
provided here is used to determine your tax rate unless you opt to provide an
alternative shipping address during your purchase. For more information, see Tax
information.
Segment
A read-only field that identifies the business segment of your organization
(Commercial, Education, Government, or Non-profit).
Account
A read-only field that specifies the status of your commercial account with
status
Microsoft.
Tax ID
If you are outside the United States, you must provide a VAT or local equivalent. For
more information, see Tax information.
Agreement
When a billing account is created, either through a direct purchase or a Volume
Licensing arrangement, a signatory for the organization accepts, or signs, an
agreement that outlines the terms & conditions of the account. If applicable, this
view lists an agreement history. If you're required to accept updated terms, a link for
Approve agreement is displayed.
Billing
profiles
A billing profile defines properties of your invoice, like who receives the bill, how the
bill is delivered, payment terms, and a PO number. To distribute billing across your
organization, you can create multiple billing profiles and identify the appropriate
billing profile at the time of purchase. For more information about billing profiles
and how you can use them to build more flexible billing options for your
organization, Understand billing profiles.
７ Note
If you need to change the Sold-to name or address, but don't see an Edit link, you
must contact support to change it. Requests for a Sold-to name change will
require a credit check. Complete this form , and be ready to share one of
following documents with Microsoft when you contact support:
Government-issued document or registration letter
Print out of the local company's registry
Support can help with name and address changes where only the customer name
changes, but the entity remains the same. Documentation provided should clearly
show that only the entity's name has changed. If the change is the result of a
transaction, including the sale of business, a change of controls, or a divestiture or
"spinoff" of a Customer Affiliate, please contact your Microsoft Seller.
Shipping addresses
This section lists the shipping addresses associated with your billing account. When you
make a purchase, you can use this address to identify where your purchase is shipped or
used. The shipping address is editable. You can add a shipping address or update the
existing address. This address is used to determine the tax rate for your purchase.
Understand access to billing accounts
You can provide others with access to the billing account in the Microsoft 365 admin
center
through roles and permissions. Only a billing account owner can grant access
to a billing account. You can assign one of the following roles to users:
Billing account owner — Can assign permissions, edit accounts, sign agreements,
and view accounts.
Billing account contributor — Can edit accounts, sign agreements, and view
accounts.
Billing account reader — Can view accounts.
７ Note
Billing account roles only apply to billing accounts, and don't apply to other
Microsoft 365 admin center scenarios.
For billing accounts created inside of Microsoft 365 sign-up, new Global,
Billing and Global Reader Administrators are automatically granted distinct
levels of access. You can manage this access from the Billing > Billing
accounts page by explicitly removing those users from the role assignment
section at the bottom of the page.
Related content
Tax information (article)
Understand billing profiles (article)
Understand billing profiles
Article • 11/28/2022 • 2 minutes to read
A billing profile contains a payment method, Bill-to information, and other invoice
settings, such as purchase order number and email invoice preference. You use a billing
profile to pay for the products that you buy from Microsoft. Billing profiles are
automatically created, and each are invoiced separately.
７ Note
Not all accounts have a billing profile. If you're not sure if you have a one, you can
view a list of your billing profiles.
What are billing profile roles?
Roles on billing profiles have permissions to control purchases, and view and manage
invoices. Assign these roles to users who track, organize, and pay invoices. For example,
members of the procurement team in your organization.
Role
Description
Billing profile owner
Manage everything for a billing profile
Billing profile
contributor
Manage everything except permissions in a billing profile
Billing profile reader
Read-only view of everything in a billing profile
Invoice manager
View and pay bills, and has a read-only view of everything in a billing
profile
View my billing profiles
７ Note
If you follow these steps and the billing profiles list is empty, it means that you
don't have a billing profile, and can't use this feature.
1. In the admin center, go to the Billing > Bills & payments
page.
2. Select the Billing profile tab, then select a billing profile from the list.
Each billing profile includes the following information:
Billing profile name and status – The unique name of the billing profile, and
whether the billing profile is active or disabled for purchasing.
Invoice settings – Currency based on the country of the billing account,
information about invoice frequency and date, the option to receive invoices as
email attachments, and an optional PO number field
Payment methods – Shows the primary and backup payment method, if any, for
the profile
Billing account – Name of the billing account the profile is related to. For more
information about billing accounts, see Understand billing accounts.
Contact information – Billing address and contact name and email address
Billing profile roles – A list of people who are assigned one of the billing profile
roles to do things for that profile. For example, pay bills, add a PO number, or
replace the payment method that is used to make purchases.
７ Note
You can only assign billing profile roles to users in your organization.
Need help? Contact support
If you have questions or need help with your Azure charges, create a support request
with Azure support
.
If you have questions or need help with your billing profile in Microsoft 365 admin
center, contact support.
Related content
How to pay for your subscription with a billing profile (article)
Understand billing accounts (article)
Manage payment methods (article)
Change your Microsoft 365 for business
billing addresses
Article • 11/28/2022 • 2 minutes to read
Your bill or invoice contains three addresses:
Sold-To Address Your company name and address, as shown in your organization
profile.
Bill-To address The address of your billing department, usually the same as the
Sold-To address.
Service Usage Address The address where the service is being used, usually the
same as the Sold-To address. If your organization has remote users or multiple
offices, use the address where the majority of your users are located.
In most cases, these addresses are the same. If you need to change one or more of the
addresses, you can do that. You can also provide an alternate email address to receive
billing notifications and change the alternate email address for other admins.
To learn more about your bill or invoice, see View your bill or invoice and Understand
your bill or invoice.
Change your Sold-To address
1. In the admin center, go to the Billing > Billing accounts
page.
2. Select Edit billing account information.
3. Update your organization information, then select Save.
Change your Bill-To address
1. In the admin center, go to the Billing > Payment methods
page.
2. Select the credit card or bank account that you want to change.
3. On the Payment method details page, select Edit.
4. Update your billing address, then select Save > Done.
Change your service usage address
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select the subscription that you want to change.
3. On the subscription details page, in the Service usage address section, select Edit
service usage address.
4. In the Edit service usage address pane, update your address, then select Save.
Related content
View your bill or invoice (article)
Understand your bill or invoice (article)
Pay for your subscription (article)
Subscriptions and billing - Admin Help (link page)
Request a credit for Withholding Tax on
your account (Global customers)
Article • 04/03/2023 • 3 minutes to read
７ Note
If your organization is based in India, please see Request a credit for Withholding
Tax on your account (India customers).
Some customers receive Web Direct (Azure and Microsoft 365) invoices billed by a
Microsoft entity located in a foreign country. If your organization makes cross-border
payments to that entity, the Tax Authority in your country might require you to withhold
part of the cross-border payment as withholding tax (WHT). If you withheld taxes as
required by your Tax Authority when remitting payments to Microsoft, this article
explains the process for claiming a credit for the tax withheld.
） Important
As of April 1, 2023, we no longer accept checks as a payment method for
subscriptions paid by invoice. Pay by check is no longer available as a payment
option, and check payment instructions have been removed from invoices. You can
still pay for your invoice by wire transfer. See your invoice for wire transfer payment
information. If you're an existing customer who currently pays by check, you have
until September 30, 2023 to change to paying by wire transfer, and avoid possible
service disruption.
For invoice pay customers who pay by wire
transfer
If you withheld tax when remitting payment and deposited the withheld tax with the
relevant Tax Authority, you must submit a WHT request to clear the outstanding balance
in your account.
Your WHT request must include the following items:
A completed copy of the Withholding Tax Credit Form
(filled out by the
customer)
A signed or scanned copy of the Withholding Tax Certificate or Receipt
Submit the WHT request by opening a ticket with Microsoft support.
For customers who pay by credit card
If your payment method is a credit card and you made a full payment to Microsoft, and
also paid WHT to the relevant Tax authority, you must submit a WHT request to claim
the refund of the tax amount.
Your WHT request must include the following items:
A completed copy of the Withholding Tax Credit Form
(filled out by the
customer)
A signed or scanned copy of the Withholding Tax Certificate or Receipt
Submit the WHT request by opening a ticket with Microsoft support.
） Important
Customers can only submit a request for an adjustment or refund of the WHT
amount after paying the invoice.
The invoice amount on the Withholding Tax Credit Form must match the
invoice amount identified in the Withholding Tax Certificate or Receipt. If the
invoice amount is different between the two forms, you must specify the
reason for the difference in the Withholding Tax Credit Form. This information
is checked by the review team, who might ask clarifying questions, if required.
Withholding Tax Certificate or Receipt files must be in one of the following file
formats: .PDF or image only (.JPEG, .PNG, or .GIF). Additionally, file names
must not contain spaces or special characters. File size cannot exceed 1 MB.
After you submit the request, it goes into the approval process where it is either
approved for completion or is sent back to you for correction.
If there's a problem with your request, the review team might require corrections to the
withholding amount or replacement of the certificate or receipt. You must resubmit the
request before it can be approved. The review team will either approve the request or
ask for more changes.
Approved requests
For customers paying by wire transfer: Approved WHT requests are settled against the
unpaid portion of the invoice amount reflected in Withholding Tax Credit Form.
After your claim is approved, it's reflected in the next billing cycle. The WHT amount
paid is included in the payment section of your next invoice. The amount is also
displayed under the paid amount in the customer portal.
For customers paying by credit card: After your claim is approved, your overpayment is
refunded to your credit card.
） Important
If changes are required, the approval process might take longer because of
the corrections that must be made and then resubmitted.
If you have questions about the WHT request process, please open a ticket
with Microsoft support.
Manage Microsoft-certified solution
provider partner relationships
Article • 11/29/2022 • 4 minutes to read
You can work with Microsoft-certified solution providers (partners) to purchase and
manage products and services for your organization or school. There are a few steps
involved in getting things set up.
1. Admins find and contact a partner using the form at
https://www.microsoft.com/solution-providers/home .
2. Partners send an email request to customers to establish a partner relationship.
3. Customers accept the invitation in Microsoft 365 admin center and start working
with the partner.
Before you begin
You must be either a Global or Billing admin to do these steps. For more information,
see About admin roles.
What can a partner do for my organization or
school?
There are several ways that a partner can work with you. Based on your stated business
needs, they choose one of these types when they send their request to work with you.
Partner type
Description
Granular
delegated
Partners who manage products and services for your organization or school, but
who have limited access to what they can do in the Microsoft 365 admin center.
administrator
Granular delegated administrator privileges (GDAP) let partners complete tasks in
the admin center without having global admin permission. By giving GDAP to
partners, you ensure they have the least-permissive roles and limit the risk to your
organization.
Reseller
Partners who sell Microsoft products to your organization or school.
Delegated
administrator
Partners who manage products and services for your organization or school. In
Azure Active Directory (AD), the partner is a Global Administrator for your tenant.
This role lets them manage services like creating user accounts, assigning and
managing licenses, and password resets.
Partner type
Description
Reseller &
delegated
administrator
Partners who sell and manage Microsoft products and services to your
organization or school.
Partner
You give your partner a user account in your tenant, and they work with other
Microsoft services on your behalf.
Advisor
Partners can reset passwords and handle support incidents for you.
Microsoft
Products &
Services
If you've worked with multiple partners through the MPSA program, you can
allow them to see purchases made by each other.
Agreement
(MPSA)
partner
Line-of-
Partners can develop, submit, and manage LOB apps specific for your
business
(LOB) partner
organization or school.
Find a partner
1. Go to https://www.microsoft.com/en-us/solution-providers/home
.
2. Enter your location, choose your organization size, add keywords for the type of
services you need, then select Go.
3. Choose one or more partners, then select Contact selected providers.
4. Complete the form to describe your business needs, then select Send.
The partner contacts you and gives you a chance to learn more about them. If you
decide to work with them, they send you an email invitation to establish a partner
relationship.
Review and accept a partner relationship and
Microsoft Customer Agreement
After you find a partner and decide to work with them, they send you an email
invitation.
1. In the email, select the link to go to the Microsoft 365 admin center .
2. On the Accept agreement & authorize partner page, select the link for the
Microsoft Customer Agreement, and read the document.
3. Check the box to acknowledge that you read the agreement.
4. Select Accept & Authorize.
5. The list of partners that you're working with is displayed. Select any partner to see
details.
Review and accept a Microsoft Customer
Agreement
If you already have a partner but haven't yet signed a Microsoft Customer Agreement,
you must accept the agreement before they can make purchases or manage your
subscriptions on your behalf.
1. If you receive an email from your partner, select the link to go to the Microsoft 365
admin center, or go to the Accept agreement
page.
2. Select the link for the Microsoft Customer Agreement and read the document.
3. Check the box to acknowledge that you read the agreement.
4. Select Accept.
5. The list of partners that you're working with is displayed. Select any partner to see
details.
Remove partner admin roles
Depending on the request made by the partner, when you accept the invitation, you
agree to give them Global and Helpdesk admin roles. When you give these admin roles
to a partner, you automatically grant them delegated admin privileges in Azure AD. To
learn more, see Delegated admin privileges in Azure AD.
The new granular delegated administrative privileges (GDAP) feature gives partners
more granular and time-bound access to their customers' workloads. This means that
partners are better able to address their customers' security concerns. Partners can also
provide more services to customers who are uncomfortable with the current levels of
partner access and who have regulatory requirements to provide only least-privileged
access to partners. With GDAP, you agree to give partners roles specified in their
request. These roles are customizable, so you can discuss with your partner if certain
permissions are not approved by you.
If you don't want to give admin roles to the partner, cancel the invitation instead of
accepting it.
You can remove admin roles from a partner at any time. Removing the admin roles
doesn't remove the partner relationship. They can still work with you in a different
capacity, such as a Reseller. If you decide that you don't want to work with a partner
anymore, contact your partner to end the relationship.
1. In the admin center, go to the Settings > Partner relationships
page.
2. On the Partner relationships page, select the row that contains the name of the
partner that you want to remove.
3. Select the row that contains the name of the partner.
4. On the partner page, select Remove roles.
5. In the Remove roles? dialog box, select Yes.
If you do not see the Remove roles option, contact the Partner Center .
Review Microsoft-certified cloud
solution provider partner administrative
privileges
Article • 11/29/2022 • 2 minutes to read
If you have a Microsoft-certified cloud solution provider (reseller partner), we
recommend you conduct a quarterly review of the delegated administrative privileges
(DAP) assigned to them. Make sure your organization wants this partner to have access
to your organization's data and make purchases on your behalf.
） Important
Giving DAP, which include Global admin permissions, to any partner might present
a security risk. Having too many Global admins is also a security risk. Learn more
about recent activity targeting delegated privileges
.
After you accept a DAP agreement from a reseller partner, they can assign the Global
admin role for your organization to their employees. The Global admin role gives the
partner's employees access to your employees' personal data and other sensitive
information. It also gives them permission to take tenant-wide actions, such as the
following actions:
Changing user passwords
Adding users with email accounts
Adding and managing web domains associated with your organization
When DAP is enabled, you have no control over the number of Global admins your
partner can add. You can only grant or deny the partner DAP (Global admin) access to
your account.
Review and remove roles from partners
1. In the Microsoft 365 admin center, go to the Settings > Partner relationships
page. Partners with DAP have Global Administrator listed in the Roles column.
2. To remove the Global admin role from a partner, find the name of the partner that
you want to remove.
3. Select the row that has Reseller as the Relationship Type.
4. On the partner details page, select Remove roles, then select Yes.
７ Note
If you remove DAP (Global admin role) from a partner, we recommend that
you contact them to discuss future service delivery. For example, you can
create a user account with lower privileges and share that account information
with your partner. Learn more about adding users and assigning admin roles.
Even with the Global admin role removed, the partner can still make
purchases on your behalf. We recommend that you contact the partner to ask
them to remove that ability in the Partner Center.
Related content
Manage partner relationships (article)
About admin roles (article)
Delegated admin privileges in Azure AD (article)
Close your Microsoft account
Article • 11/29/2022 • 2 minutes to read
When you close your account with Microsoft, all information related to your account is
deleted. This information includes subscriptions, licenses, payment methods, users, and
user data.
Before you begin
Before you start this process, make sure to back up any data that you want to preserve.
You must be a Global or Billing admin to do the tasks in this article. For more
information, see About admin roles.
Step 1: Delete users
Delete all users except for one global administrator. The global administrator completes
the steps to close the account. Before you can delete the directory at the end of this
process, you must delete all other users.
If users are synchronized from on-premises, first turn off sync, then delete the users in
the cloud directory by using the Azure portal or Azure PowerShell cmdlets.
To delete users, see User management admin: Delete one or more users.
You can also use the Remove-MsolUser PowerShell cmdlet to delete users in bulk.
If your organization uses Active Directory that synchronizes with Microsoft Azure Active
Directory (Azure AD), delete the user account from Active Directory, instead. For
instructions, see Bulk delete users in Azure Active Directory.
Step 2: Cancel all active subscriptions
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, find an active subscription. Select the three dots (more
actions), then select Cancel subscription.
3. In the Cancel subscription pane, choose a reason why you're canceling. Optionally,
provide any feedback.
4. Select Save.
5. Repeat steps 1 through 4 to cancel all active subscriptions.
Step 3: Delete all disabled subscriptions
1. In the admin center, go to the Billing > Your products
page.
2. On the Products tab, select a disabled subscription.
3. On the subscription details page, in the Subscription and payment settings
section, select Delete subscription.
4. In the Delete subscription pane, select Delete subscription.
5. In the Delete subscription dialog box, select Yes.
6. For each disabled subscription, repeat steps 3 through 5 until all subscriptions are
deleted.
７ Note
If you're unable to immediately delete a disabled subscription, contact support.
Step 4: Disable multi-factor authentication
1. Sign in to the admin center with a Global administrator account. To verify what
roles you have, see Check admin roles in your organization.
2. Go to the Users > Active users
page.
3. Choose Multi-factor authentication.
4. On the multi-factor authentication page, disable all accounts except for the global
admin account that you're currently using.
You can also use PowerShell to disable multi-factor authentication for multiple users.
Step 5: Delete the directory in Azure Active
Directory
1. Sign in to the Azure AD admin center
with a Global administrator account.
2. Select Azure Active Directory.
3. Switch to the organization that you want to delete.
4. Select Delete tenant.
5. If your organization fails one or more checks, you see a link to more information
on how to pass the checks. After you pass all checks, select Delete to complete the
process.
After you complete this final step, your account with Microsoft is closed and deleted.
Related content
Understand your bill or invoice for Microsoft 365 for business (article)
Cancel your subscription (article)
Get support for Microsoft 365 for
business
Article • 03/16/2023 • 9 minutes to read
Check out all of our small business content on Small business help & learning .
Check out Microsoft 365 small business help
on YouTube.
Watch: Get help or support
Check out this video and others on our YouTube channel .
https://www.microsoft.com/en-us/videoplayer/embed/RE1FOgo?
autoplay=false&postJsllMsg=true
Need to speak to someone right away? Admins, have your account details ready when
you call Support.
） Important
You must be an admin for a business subscription to use these support methods. If
you're not a business admin, please use this support page .
Start by checking the current health of your services. You can view detailed information
about current and past issues on the Service health dashboard . If you're experiencing
an issue that isn't listed, you can get support in one of the following ways:
Online support
Save time by starting your service request online. We'll help you find a solution or
connect you to technical support.
） Important
You must have bought at least one subscription through Microsoft to access
Microsoft support. If you bought all your subscriptions through a partner, contact
your partner for support.
1. Go to the admin center at https://admin.microsoft.com . If you get a message
that says you don't have permission to access this page or perform this action, you
aren't an admin. For more information, see Who has admin permissions in my
business?.
2. On the bottom right side of the page, select Help & support.
3. Type a question or keyword into the text box. If you get a drop-down list, select
the one closest to your question, or continue typing your question, then press
Enter.
4. If the results don't help, at the bottom, select Contact Support.
5. Enter a description of your issue, confirm your contact number and email address,
select your preferred contact method, and then select Contact me. The expected
wait time is indicated in the Contact support pane.
Phone support
In most countries or regions, billing support for Microsoft 365 for business products and
services is provided in English from 9 AM-5 PM, Monday through Friday. Local language
support varies by country or region.
Technical support is provided in English 24 hours a day, 7 days a week, and in some
cases, in local languages as noted.
Find support phone numbers by country or region
Admins, have your account details ready when you call.
７ Note
To better protect your organization, we added a PIN-based verification step to our
existing phone-based verification process. If you contact us from a number that
isn't registered with your organization profile, the Microsoft support representative
sends a verification code to the registered email or phone number in your
Microsoft 365 admin center profile. You must provide this code to the support
representative to grant them access to your organization's account.
Small business support with Business Assist
Get the most out of your subscription with expert advice from small business specialists.
Business Assist for Microsoft 365 is designed for small businesses to give you and your
employees around-the-clock access to small business specialists as you grow your
business, from onboarding to everyday use. To learn more, see Business Assist.
Related content
Find docs and training (link page)
Employee quick setup
(article)
Overview of Microsoft 365 Business Premium setup (video)