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

Table of Contents

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What are the MSPbots paywall notifications?

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Paywall notifications appear when your MSPbots plan has been fully consumed, or when you access an asset that is not part of your current plan. When this happens, your access to MSPbots assets will be restricted, and you will get recommendations on how to proceed.

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MSPbots clients are subscribed to the Free Bundle setup by default. This bundle has limited features and user access, and a time-based free trial on system integrations.  To fully maximize the benefits of the MSPbots features on your business, we recommend upgrading your bundle or subscribing to new assets and plans. The upgrade steps are available in the sections below.   

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Setting up your billing account

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

  1. Open the MSPBots app then go to Settings > Billing.
    Open Billing
  2. On the Billing tab, go to the Pay Method section and click the +Add new payment method button.

  3. Input your (credit) card details on the Create Card window and click Save.
    card details
    You have just created your primary card number, which is now saved in the Pay Method section. This information will be used for your transactions. If you need to modify your card details, click the Edit button to modify and Save.

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Upgrading your plan or bundle 

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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: 

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7.  To view 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 ofAssets, Quantity, and the Next Billing date.
BillingImage Modified

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

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  1. Go to the MSPbots Marketplace and click the asset that interests you. Select BI Packages, Bots, Apps, or Featured apps. If you need Bots for your company, you could click the Bots tab and choose Bot Usage for a specific number of bots.
    Marketplace
  2. Next, click the Purchase button on the Bot Usage window. 
    Bot Usage 
  3. Choose to pay monthlyor annually and select a number for the Max number of bots. The cost will be calculated automatically according to your selection.
  4. Click Purchase when done with your selection.
    customize purchase 
  5. Review your order and click the Proceed To Checkout button if the list is correct.
    Proceed to checkout 
  6. Lastly, click the Pay & Subscribe button to complete your order and click Close when prompted.
    Complete order 
  7. Validate your purchase on Billing > A la Carte Usage and check if the new asset is on the Assets list.
    Billing a la carte usage

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How to view your billing history and get an invoice copy

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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.

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Below is a sample invoice.

   MSPbots invoice

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How to cancel an A la Carte Usage

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subscription 

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  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

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