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This article discusses the following topics about the MSPbots Paywall and Billing setup:

1. What are the MSPbots paywall notifications?

When your MSPbots plan has expired, or when you try to access an asset that is not included in your current plan, you will receive paywall notifications. These notifications indicate that your access to MSPbots assets has been restricted, and you will receive guidance on how to proceed.

These are examples of paywall notifications that users may encounter.

Dashboards and Widgets Paywall Notifications

Bot Usage Paywall Notification


By default, MSPbots clients are subscribed to the Free Bundle which has a time-based free trial on system integrations and includes limited features and user access. To fully maximize the benefits of the MSPbots features on your business, we recommend upgrading your bundle or subscribing to new assets and plans

What are the roles and fees assigned to new users? 

  • For the A LA CARTE package: New users synchronized from Office 365 will be assigned a User role, and related fees will not be automatically charged to the tenant account that purchased the package.
  • For the STARTUP/PROFESSIONAL package: New users synchronized from Office 365 will be assigned a Dashboard Only role, and related fees will not be automatically charged to the tenant account that purchased the package.

2. Setting up your billing account

Get your account ready for future transactions and set up billing with these steps:  

  1. Log in MSPbots app and navigate to Settings > Billing.
  2. On the Billing tab, navigate to the Pay Method section and click the + ADD NEW button.
    image add payment method
  3. Select Add Credit Card or Add Bank Account
    image select payment method
    • If you selected Add Credit Card, fill in the following information on the Create Card tab: 
      • First Name
      • Last Name
      • Card Number
      • Exp. Month
      • Exp. Year
      • Security Code
        image credit card info
    • If you selected Add Bank Account, fill in the following information on the ACH tab: 
      • Name as per Account
      • Account Number
      • Routing Number
        image ACH info
  4. Click Save to add the new billing account. The card number or bank account number will be saved in the Pay Method section. Use this information for your future transactions. 
    image pay methods

3. Verifying your ACH account 

You need to verify your ACH account if you added a bank account to your payment method. To do this,

  1. Go to the Pay Method section on the Billing screen. 
  2. Click the Verify link beside your bank account. 
    image verify ACH 
  3. On the Verify window, enter two Verification Amounts and click Confirm
    image verify amount
  4. The authentication process is successful once your ACH account no longer shows Pending Verification
    image ach authentication success

4. Upgrading your plan or bundle 

Boost the benefits of MSPbots on your business by upgrading your plan or bundle. Once you've set up your billing account, you can follow these steps to upgrade: 

  1. On the Billing tab, navigate to the Your Bundles section and click Change.
    image change or upgrade MSPbots plan
  2. When the Customize your plan window opens, select your preferred Bundle Type and Billing Frequency
  3. Next, select a BI package, the number of users, and the apps you want to include in the plan. The system automatically calculates the total cost as you make your selection. 


    Selected bundle - Startup Bundle

    Number of users - 14 

    The Startup Bundle gives access to up to 10 users. Because the users are more than 10, you must purchase four slots for additional users.   


                    Total Cost =   Startup Bundle ($700)  +  Extra number of Users  x  cost per user (4 x $70 = $280)

                                     =  $700 + $280

                                     =  $980

    Also included in the Startup is your selection of up to four BI packages. You can change this selection later.

  4. Click Next when done selecting. 
  5. When the Your Order window appears, review the details of your order and click the Proceed To Checkout button. 
  6. Lastly, review the details of your account, and click Pay (amount) & Subscribe to complete your order. 
  7. To verify your upgrade, go back to Marketplace > Bundles. If you upgraded to Startup, you should see the Current Plan button in this section.  
  8. To confirm billing updates, go back to Settings > Billing.  Check for the following:

    • The Your Bundles section shows your current plan. 
    • When clicked, the Bundles Usage tab shows the list of Assets, Quantity, and the Next Billing date.

5. How to purchase or subscribe to new assets (A la Carte Usage)

  1. Go to the MSPbots Marketplace and click the asset that interests you. Select BI Packages, Bots, Apps, or Featured apps.
  2. For example, if you need Bots for your company, click the Bots tab and Bot Usage.
    image bots in Marketplace
  3. Next, click the Purchase button in the Bot Usage window. 
    image purchase bot usage 
  4. Choose to pay monthly or annually, then select the BI package and specify the additional bot users that should be included in the package. The cost will be calculated automatically according to your selection.
  5. Click Next and follow the prompts.  
  6. Review your order and click the Proceed To Checkout button.
  7. Lastly, click the Pay & Subscribe button to complete your order. 
  8. Validate your purchase on Billing > A la Carte Usage and check if the new asset is on the Assets list.

6. How to view your billing history and get an invoice copy

To view the details of your billing history, go to Billing and scroll down to the Billing History section. This section shows the Transaction ID, Transaction Time, Card Number, Amount, and a link to the downloadable invoice.

billing history

To download a copy of the invoice, click the download icon under the Invoice column.

Below is a sample invoice.

   MSPbots invoice

7. How to cancel an A la Carte Usage subscription 

  1. Go to the Billing page and click the A la Carte Usage tab.
  2. Select the specific package to cancel and go to the Action column.
    cancel subscription
  3. Click the Cancel icon then click Cancel Now when prompted.  
    cancel icon  cancel prompt
  4. A pop-up message that says "Successfully reactivated your subscription" will appear to confirm the cancellation.
    successful reactivation 

8. Adding a Billing Email Address 

Follow these steps to change or add the billing email address that will receive invoices from Chargebee:

  1. Log in to the MSPbots app and navigate to Settings > Billing
  2. On the Billing tab, go to the Invoice Email section and click the + ADD NEW button.
    gif add new email address for billing

  3. In the Invoice Email pop-up window, enter your Email Address.
    image enter invoice email address
  4. Click Confirm to add the billing email address and save it in the Invoice Email section. Chargebee will start sending invoices to this email. 
    image sample billing history

9. Changing Your Billing Email Address

  1. Navigate to Settings > Billing in the MSPbots app. 
  2. On the Billing tab, go to the Invoice Email section and click on image ellipsis edit invoice emailthe ellipsis button to select Edit.

  3. In the Invoice Email pop-up window, modify the billing Email Address.

  4. Click Confirm to keep the configuration.

10. Related Topics