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Dashboards and Widgets Paywall Notifications

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Bot Usage Paywall Notification

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.    

Setting up your billing account

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1. Log in MSPbots app and navigate to Settings > Billing.
   
2. On the Billing tab, navigate to the Pay Method section and clickthe + ADD NEW button.
   
3. Select Add Credit Card or Add Bank Account. 
   
   
   • 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
       
       
   • If you selected Add Bank Account, fill in the following information on the ACH tab: 
     • Name as per Account
     • Account Number
     • Routing Number
       
       
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. 
   
   
   

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

Upgrading your plan or bundle 

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upgrade upgrade

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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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The Startup Bundle gives access for to up toten (10) users. If your MSP has more than 10 users, you can purchase slots for additional users when you select to pay monthly or annually.

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The Startup Bundle also entitles clients with to up to 4 BI packages. You can add BI packages by clicking +Add and selecting the BI packages. You can change this selection later.

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5.  Complete your order by clicking the Pay $XXX & subscribe button. Click Close when prompted.
 

6.  Verify your upgrade by going Go back to Marketplace > Bundleswhere and verify your upgrade should now be reflected. For example, if you chose upgraded to upgrade to Startup, you should see the Current Plan button in this section.
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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.

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• When clicked, the Bundles Usage tab shows the list ofAssets, Quantity, and the Next Billing date.
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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.
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2. Next, click the Purchase button on in the Bot Usage window. 
    
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.
    
5. Review your order and click the Proceed To Checkout button if the list is correct.
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6. Lastly, click the Pay & Subscribe button to complete your order and click . Click Close when prompted.
    
7. Validate your purchase on Billing > A la Carte Usage and check if the new asset is on the Assets list.
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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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To download a copy of the invoice, click the download icon under the Invoice column.

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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.
   
3. Click the Cancel icon then click Cancel Now when prompted.  
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4. A pop-up message that says "Successfully reactivated your subscription" will appear to confirm the cancellation.
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