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This article discusses the following topics about the MSPbots Paywall and Billing setup:
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What are the MSPbots paywall notifications?
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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.
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What are the roles and fees assigned to new users?
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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:
- Log in MSPbots app and navigate to Settings > Billing.
- On the Billing tab, navigate to the Pay Method section and clickthe + ADD NEW button.
- 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
- If you selected Add Credit Card, fill in the following information on the Create Card tab:
- 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.
Verifying your ACH account
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You need to verify your ACH account if you added a bank account to your payment method. To do this,
- Go to the Pay Method section on the Billing screen.
- Click the Verify link beside your bank account.
- On the Verify window, enter two Verification Amounts and click Confirm.
- The authentication process is successful once your ACH account no longer shows Pending Verification.
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:
- On the Billing tab, navigate to the Your Bundles section and click Change.
- When the Customize your plan window opens, select your preferred Bundle Type and Billing Frequency.
- 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.
Example:
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.
Calculation:
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.
- Click Next when done selecting.
- When the Your Order window appears, review the details of your order and click the Proceed To Checkout button.
- Lastly, review the details of your account, and click Pay (amount) & Subscribe to complete your order.
- To verify your upgrade, go back to Marketplace> Bundles. If you upgraded to Startup, you should see the Current Plan button in this section.
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 ofAssets, Quantity, and the Next Billing date.
How to purchase or subscribe to new assets (A la Carte Usage)
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- Go to the MSPbots Marketplace and click the asset that interests you. Select BI Packages, Bots, Apps, or Featured apps.
- For example, if you need Bots for your company, click the Bots tab and Bot Usage.
- Next, click the Purchase button in the Bot Usage window.
- Choose to pay monthlyor 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.
- Click Next and follow the prompts.
- Review your order and click the Proceed To Checkout button.
- Lastly, click the Pay & Subscribe button to complete your order.
- Validate your purchase on Billing > A la Carte Usage and check if the new asset is on the Assets list.
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.
To download a copy of the invoice, click the download icon under the Invoice column.
Below is a sample invoice.
How to cancel an A la Carte Usage subscription
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- Go to the Billing page and click the A la Carte Usage tab.
- Select the specific package to cancel and go to the Action column.
- Click the Cancel icon then click Cancel Now when prompted.
- A pop-up message that says "Successfully reactivated your subscription" will appear to confirm the cancellation.
Adding a Billing Email Address
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Follow these steps to change or add the billing email address that will receive invoices from Chargebee:
- Log in to the MSPbots app and navigate to Settings > Billing.
- On the Billing tab, go to the Invoice Email section and clickthe + ADD NEW button.
- In the Invoice Email pop-up window, enter your Email Address.
- Click Confirm to add the billing email address and save it in the Invoice Email section. Chargebee will start sending invoices to this email.
Changing Your Billing Email Address
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- Navigate to Settings > Billing in the MSPbots app.
- On the Billing tab, go to the Invoice Email section and click on
the ellipsis button to select Edit.
- In the Invoice Email pop-up window, modify the billing Email Address.
- Click Confirm to keep the configuration.
Related Topics
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A. Paywall Notifications
The paywall will be restricting some of the MSPBots features if beyond your allowable assets access. This asset access is based on your per subscription plan. To know more about the MSPBots subscription, click MSPBots Pricing List for the details.
The following notifications will show if you need to purchase assets or to upgrade:
- For Dashboard and Widgets paywall message
2. For BOTs - Trigger button will be disabled and a pop-up message will show.
(TBD - Need actual screenshots from CN Team)
By default, customers are under the Free Bundle setup. It has limited features, user access and a time based free trial on system integrations. In order to do more and used the MSPBots features fully and help your business processes run smoothly.
We recommend to upgrade your plan and by following the setup below.
B. Setup your Billing account
1. Open MSPBots then go to Settings > Billing.
2. At Billing page, hover into "Pay method" section and click +Add new payment method.
3. Input your (Credit) Card details. Then, click Save.
4. If you want to change your card details. Click edit and then Save.
5. Your primary card number is now save in the pay method section.
C. How to Upgrade your Plan or Bundles
To upgrade your plan,
1. At Billing page, after setting up your Pay Method, hover into the "Your Bundles" section. Then, click Upgrade.
2 Redirects to Marketplace page. Then, select the desired Plan/Bundles to upgrade.
Plan/Bundles:
a. Startup
b. Professional
For Details about the plan, click MSPBots Pricing List.
2. 1. Click the Upgrade Button.
3. Customize your plan. Select either Monthly or Annually.
The system auto calculates the number of Users integrated into the system multiplied by the type of Plan cost selected.
3.1 . For Startup bundles, you can initially add in the Four (4) BI packages entitled to the Plan. (Note: This can be change later on.)
3.2. Just click + Add. Then, select the BI packages you want.
4. Click Purchase button. "Your order" form will show.
5. Review and Click the "Proceed to checkout" button
7. Complete your order. Click "Pay and subscribe" button
8. Click Close.
9. In the Marketplace > Bundle page, you can now see your upgraded plan.
e.g. Startup - "Current Plan"
10. To view your billing updates, go back to the "Billing" page.
a. You can see on the Your Bundles section your current Plan.
b. Click the Bundles Usage tab, you can see the list of Assets, Quantity and the Next Billing date.
D. How to Add Assets into your Plan ( A La Carte Usage)
E. How to know your Billing History and get an Invoice copy
1. To know your billing history details. Go to Billing page > "Billing History" section.
This shows the Transaction ID, date-time, Amount and the Invoice file copy.
2. To download your invoice file, hover into the "Invoice" column. Then, click the download icon.
see sample invoice.
F. How to cancel subscription.
1. Go to Billing page,
1.1 For "A la Carte Usage" click "A la Carte Usage" tab.
2. Select the specific package to cancel. Then, hover into the "Action" column.
3. Click the "Cancel" icon. To remove package subscription.
4. Click "Cancel Now".
5. Pop-up message "Successfully reactivated your subscription"
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