help: New page to document self-hosted billing.

help/include/legacy-log-in-intro.md

@@ -0,0 +1,7 @@
+!!! tip ""
+
+    A **server administrator** is anyone who sets up and manages your Zulip
+    installation. A **billing administrator** is anyone responsible for managing
+    your Zulip plan.
+
+**Server administrator steps:**

help/include/legacy-log-in.md

@@ -0,0 +1,15 @@
+1. Go to <https://selfhosting.zulip.com/serverlogin>.
+
+1. Fill out the requested server information, and click **Continue**.
+
+1. Enter the e-mail address of the billing contact for your organization,
+   and click **Confirm email**.
+
+**Billing administrator steps:**
+
+1. In your e-mail account, open the e-mail you received
+   (Subject: Log in to Zulip plan management), and click **Log in**.
+
+1. Verify your information, and click **Continue**. If you are logging in for
+   the first time, you will need to enter your name and accept the [Terms of
+   Service](https://zulip.com/policies/terms).

help/include/manual-billing-intro.md

@@ -0,0 +1,11 @@
+With automatic billing, you automatically purchase a Zulip license for each user
+in your organization at the start of each billing period (month or year).
+[Deactivating a user][deactivate-user] frees up their license for reuse.
+Additional licenses are purchased automatically as needed.
+
+With manual billing, you choose and pay for a preset user limit. If
+he limit is reached, no more users can join until licenses are manually
+added.
+
+In general, selecting automatic billing is highly recommended unless you
+have a specific reason to do otherwise.

help/include/register-server-legacy.md

@@ -0,0 +1,3 @@
+1. Register the server with Zulip's Mobile Push Notification Service, following
+   [these
+   instructions](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html).

help/include/register-server.md

@@ -0,0 +1,3 @@
+1. Your Zulip server administrator should register the server with Zulip's
+   Mobile Push Notification Service, following [these
+   instructions](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html).

help/include/self-hosted-billing-admin-only.md

@@ -0,0 +1,3 @@
+!!! warn ""
+
+    This feature is only available to organization [owners](/help/roles-and-permissions) and billing administrators.

help/include/self-hosted-billing-multiple-organizations.md

@@ -0,0 +1,5 @@
+!!! warn ""
+
+    If your server has more than one organization, upgrade to Zulip Server 8.0+
+    manage billing and upgrades separately for each organization. Older servers
+    only support server-wide plan management.

help/include/self-hosted-log-in.md

@@ -0,0 +1,16 @@
+1. Click on the **gear** (<i class="zulip-icon zulip-icon-gear"></i>) icon in
+   the upper right corner of the web or desktop app.
+
+1. Select <i class="zulip-icon zulip-icon-rocket"></i> **Plan management**.
+
+1. *(first-time log in)* Enter the e-mail address you want to use for plan
+   management, and click **Continue**.
+
+1. *(first-time log in)* In your e-mail account, open the e-mail you received
+   (Subject: Confirm email for Zulip plan management), and click **Confirm and
+   log in**.
+
+1. *(first-time log in)* Enter your name, configure your email preferences, and
+   accept the [Terms of Service](https://zulip.com/policies/terms).
+
+1. Verify your information, and click **Continue**.

help/include/sidebar_index.md

@@ -241,6 +241,7 @@
 ## Support
 * [View Zulip version](/help/view-zulip-version)
 * [Zulip Cloud billing](/help/zulip-cloud-billing)
+* [Self-hosted billing](/help/self-hosted-billing)
 * [Support the Zulip project](/help/support-zulip-project)
 * [Linking to the Zulip website](/help/linking-to-zulip-website)
 * [Contact support](/help/contact-support)

help/self-hosted-billing.md

@@ -6,16 +6,409 @@ questions about plans and billing for self-hosted organizations. Please refer to
 details.  If you have any questions not answered here, please don't hesitate to
 reach out at [sales@zulip.com](mailto:sales@zulip.com).
 
+## Business plan details and upgrades
+
+The Business plan is appropriate for most business organizations. It includes
+unlimited access to the Mobile Push Notification Service and commercial support
+for dozens of features and integrations that help businesses take full advantage
+of their Zulip implementation.
+
+For businesses with up to 10 Zulip users, the Self-managed plan is a good
+option, and includes free access to the Mobile Push Notification service. For
+commercial support with your installation, sign up for the Business plan, with a
+minimum purchase of 10 licenses.
+
+If you organization requires hands-on support, such as real-time support during
+installation and upgrades, support for advanced deployment options, custom
+feature development or integrations, etc., should contact
+[sales@zulip.com](mailto:sales@zulip.com) to discuss pricing.
+
+Business plan discounts are available in a variety of situations; see
+[below](#business-plan-discounts) for details.
+
+### Upgrades for legacy customers
+
+Any Zulip server that registered for Zulip's [Mobile Push Notification
+Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
+prior to December 12, 2023 is considered to be a **legacy customer**. Legacy
+customers can continue using the notification service for free (no action
+required) until February 15, 2024.
+
+To continue using the service after that date, organizations with more than 10
+users must upgrade to the Business, Community or Enterprise plan. When you
+upgrade to the Business plan, you can start the plan right away (if you‘d like
+your technical support to start immediately), or schedule a February 15 start date.
+
+#### Do I have to upgrade my server first?
+
+While upgrading your Zulip server to version 8.0+ makes it more convenient to
+manage your plan, you do not have to upgrade your Zulip installation in order to
+sign up for a plan. **The same plans are offered for all Zulip versions.**
+
+In addition to hundreds of other improvements, upgrading to Zulip Server 8.0+ lets
+you:
+
+- Easily log in to Zulip plan management, without an additional server
+  authentication step.
+
+- Separately manage plans for all the organizations on your server.
+
+- Upload only the [basic
+  metadata](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-basic-metadata)
+  required for the service, without also [uploading usage
+  statistics](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-usage-statistics).
+
+If you upgrade your server after signing up for a plan, you will be able to
+transfer your plan to an organization on your server. If your server has one
+organization on it, this will happen automatically. Otherwise, contact
+[support@zulip.com](mailto:support@zulip.com) for help.
+
+#### Upgrading to Zulip Business
+
+{!self-hosted-billing-multiple-organizations.md!}
+
+{start_tabs}
+
+{tab|v8}
+
+{!self-hosted-billing-admin-only.md!}
+
+{!self-hosted-log-in.md!}
+
+1. You will be logged in to Zulip's [Plans and pricing
+   page](https://zulip.com/plans/). Under the **Business** pricing plan on the
+   **Self-hosted** tab, click **Upgrade to Business**.
+
+1. Select your preferred option from the **Payment schedule** dropdown.
+
+1. Under **Plan start date**, select **February 15, 2024** or **Today**.
+
+1. Click **Add card** to enter your payment details.
+
+1. Click **Purchase Zulip Business** to upgrade immediately, or **Schedule
+   upgrade to Zulip Business** to schedule an upgrade for February 15.
+
+!!! warn ""
+
+    If your server hosts more than one organization, commercial
+    support for server-wide configurations requires upgrading the
+    organization with the largest number of users.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!legacy-log-in.md!}
+
+1. Select your preferred option from the **Payment schedule** dropdown.
+
+1. Under **Plan start date**, select **February 15, 2024** or **Today**.
+
+1. Click **Add card** to enter your payment details.
+
+1. Click **Purchase Zulip Business** to upgrade immediately, or **Schedule
+   upgrade to Zulip Business** to schedule an upgrade for February 15.
+
+{end_tabs}
+
+### Upgrades for new customers
+
+**New customers** are eligible for a free 30-day trial of Zulip Business. An
+organization is considered to be a new customer if:
+
+- It was not registered for Zulip's [Mobile Push Notification
+  Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
+  prior to December 12, 2023, and
+- It has never previously signed up for a self-hosted Zulip plan (Business,
+  Community or Enterprise).
+
+{!self-hosted-billing-multiple-organizations.md!}
+
+{start_tabs}
+
+{tab|v8}
+
+{!register-server.md!}
+
+{!self-hosted-log-in.md!}
+
+1. Under the **Business** pricing plan on the **Self-hosted** tab, click
+   **Start 30-day trial**.
+
+2. Click **Add card** to enter your payment details.
+
+3. Click **Start 30-day trial** to start your free trial.
+
+!!! tip ""
+
+    Once you start the trial, you can switch between monthly and annual billing
+    on your organization's billing page.
+
+!!! warn ""
+
+    If your server hosts more than one organization, commercial
+    support for server-wide configurations requires upgrading the
+    organization with the largest number of users.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!register-server-legacy.md!}
+
+{!legacy-log-in.md!}
+
+1. Under the **Business** pricing plan on the **Self-hosted** tab, click
+   **Start 30-day trial**.
+
+1. Click **Add card** to enter your payment details.
+
+1. Click **Start 30-day trial** to start your free trial.
+
+!!! tip ""
+
+    Once you start the trial, you can switch between monthly and annual billing
+    on your organization's billing page.
+
+{end_tabs}
+
+## Manage billing
+
+{!self-hosted-billing-multiple-organizations.md!}
+
+{start_tabs}
+
+{tab|v8}
+
+{!self-hosted-log-in.md!}
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!legacy-log-in.md!}
+
+{end_tabs}
+
+## Cancel paid plan
+
+{!self-hosted-billing-multiple-organizations.md!}
+
+If you cancel your plan, your organization will be downgraded to the
+**Self-managed** plan at the end of the current billing period.
+
+{start_tabs}
+
+{tab|v8}
+
+{!self-hosted-log-in.md!}
+
+1. At the bottom of the page, click **Cancel plan**.
+
+2. Click **Downgrade** to confirm.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!legacy-log-in.md!}
+
+1. At the bottom of the page, click **Cancel plan**.
+
+1. Click **Downgrade** to confirm.
+
+{end_tabs}
+
+## Free Community plan
+
+Zulip sponsors free plans for over 1000 worthy organizations. The following
+types of organizations are generally eligible for the free Community plan.
+
+- Open-source projects, including projects with a small paid team.
+- Research organizations, such as research groups, cross-institutional
+  collaborations, etc.
+- Communities, such as clubs or special interest groups.
+- Education and non-profit organizations with up to 100 users.
+
+Organizations that have up to 10 users, or do not require mobile push
+notifications, will likely find the Self-managed plan to be the most convenient
+option. Larger organizations are encouraged to apply for the free Community
+plan, which includes unlimited push notifications and support for many Zulip
+features
+
+If you aren't sure whether your organization qualifies, submitting a sponsorship
+form describing your situation is a great starting point. Many organizations
+that don't qualify for the Community plan can still receive discounted Business
+plan pricing.
+
+### Apply for Community plan
+
+These instructions describe the Community plan application process for an
+existing Zulip server. If you would like to inquire about Community plan
+eligibility prior to setting up a server, contact
+[sales@zulip.com](mailto:sales@zulip.com).
+
+!!! tip ""
+
+    Organizations that do not qualify for a Community plan may be offered a
+    discount on the Business plan.
+
+{start_tabs}
+
+{tab|v8}
+
+{!register-server.md!}
+
+{!self-hosted-log-in.md!}
+
+1. Under the **Community** pricing plan on the **Self-hosted** tab, click
+   **Apply to upgrade**.
+
+1. Fill out the requested information, and click **Submit**. Your application
+   will be reviewed for Community plan eligibility.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!register-server-legacy.md!}
+
+{!legacy-log-in.md!}
+
+1. Under the **Community** pricing plan on the **Self-hosted** tab, click
+   **Apply to upgrade**.
+
+1. Fill out the requested information, and click **Submit**. Your application
+   will be reviewed for Community plan eligibility.
+
+!!! tip ""
+
+    Organizations that do not qualify for a Community plan may be offered a
+    discount on the Business plan.
+
+{end_tabs}
+
+## Business plan discounts
+
+The following types of organizations are generally eligible for significant
+discounts on the Zulip Business plan. You can also contact
+[sales@zulip.com](mailto:sales@zulip.com) to discuss bulk discount pricing for a
+large organization.
+
+- **Education pricing** is available with a minimum purchase of 100 licenses.
+  Organizations with up to 100 users are eligible for free Community plan
+  sponsorship.
+
+    - **For-profit education pricing**: $1 per user per month with annual billing
+      ($1.20/month billed monthly).
+
+    - **Non-profit education pricing**: $0.67 per user per month with annual billing
+      ($0.80/month billed monthly). The non-profit discount applies to
+      online purchases only (no additional legal agreements) for use at registered
+      non-profit institutions (e.g. colleges and universities).
+
+- **Non-profit** discounts of 85+% are available with a minimum purchase of 100
+  licenses. Organizations with up to 100 users are eligible for free Community plan
+  sponsorship.
+
+- Discounts are available for organizations based in the **developing world**.
+
+- Any organization where many users are **not paid staff** is likely eligible for a discount.
+
+### Apply for Business plan discount
+
+These instructions describe the Business plan discount application process for an
+existing Zulip server. If you would like to inquire about Business plan discount
+eligibility prior to setting up a server, contact
+[sales@zulip.com](mailto:sales@zulip.com).
+
+{start_tabs}
+
+{tab|v8}
+
+{!register-server.md!}
+
+{!self-hosted-log-in.md!}
+
+1. Under **Sponsorship and discounts** on the **Self-hosted** tab, click
+   **Request sponsorship**.
+
+1. Under **Plan**, select **Business**.
+
+1. Fill out the requested information, and click **Submit**. Your application
+   will be reviewed for discount eligibility.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!register-server-legacy.md!}
+
+{!legacy-log-in.md!}
+
+1. Under **Sponsorship and discounts** on the **Self-hosted** tab, click
+   **Request sponsorship**.
+
+1. Under **Plan**, select **Business**.
+
+1. Fill out the requested information, and click **Submit**. Your application
+   will be reviewed for discount eligibility.
+
+{end_tabs}
+
+## Payment methods
+
+### Can I pay by credit card and/or invoice?
+
+You can always use a credit card to pay. If you would like to pay by invoice,
+you will need to sign up for an annual plan.
+
+### What is the difference between automatic and manual billing?
+
+{!manual-billing-intro.md!}
+
+#### Manually manage licenses
+
+{start_tabs}
+
+{tab|v8}
+
+{!self-hosted-log-in.md!}
+
+1. Modify **Number of licenses for current billing period** or **Number of
+   licenses for next billing period**, and click **Update**.
+
+!!! tip ""
+
+    You can only increase the number of licenses for the current billing period.
+
+{tab|older-versions}
+
+{!legacy-log-in-intro.md!}
+
+{!legacy-log-in.md!}
+
+1. Modify **Number of licenses for current billing period** or **Number of
+   licenses for next billing period**, and click **Update**.
+
+!!! tip ""
+
+    You can only increase the number of licenses for the current billing period.
+
+{end_tabs}
+
+## Self-managed installations
+
 Zulip is 100% open-source. Organizations that do not require support with their
-installation can always use Zulip for free with no limitations.
+installation can always use Zulip for free with no limitations. Additionally,
+the [Mobile Push Notification
+Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html)
+is provided free of charge for organizations with up to 10 users.
 
 You can self-manage your Zulip installation without signing up for a plan. Get
 started with the [installation
 guide](https://zulip.readthedocs.io/en/stable/production/install.html).
 
-To inquire about an Enterprise plan, contact
-[sales@zulip.com](mailto:sales@zulip.com).
-
 ## Related articles
 
 * [Trying out Zulip](/help/trying-out-zulip)

help/zulip-cloud-billing.md

@@ -152,6 +152,7 @@ your regular per-user pricing for each additional guest.
 
 * [Trying out Zulip](/help/trying-out-zulip)
 * [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting)
+* [Self-hosted billing](/help/self-hosted-billing)
 * [Migrating from other chat tools](/help/migrating-from-other-chat-tools)
 * [Contact support](/help/contact-support)