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This article discusses the following topics about the MSPbots Paywall and Billing setup:
- What are the MSPbots paywall notifications?
- Setting up your billing account
- Verifying your ACH account
- Upgrading your plan or bundle
- How to purchase or subscribe to new assets (A la Carte Usage)
- How to view your billing history and get an invoice copy
- How to cancel an A la Carte Usage subscription
- Adding a Billing Email Address
- Changing Your Billing Email Address
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What are the MSPbots paywall notifications?
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Paywall notifications appear when When your MSPbots plan has been fully consumedexpired, or when you try to access an asset that is not part of included in your current plan. When this happens, , you will receive paywall notifications. These notifications indicate that your access to MSPbots assets will be has been restricted, and you will get recommendations receive guidance on how to proceed.
These are the 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 setup by default. This bundle has limited features and user access; it has 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 recommend upgrading your bundle or subscribing to new assets and plans.
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- On the Billing tab, navigate to the Your Bundles section and click Upgrade. You will be redirected to the Marketplace
On the Marketplace, select the Startup Plan or Professional Bundle, then click the Upgrade button. 
For details like the products and services that come with these packages, visit the MSPBots Pricing List page. - Customize your plan further by selecting Pay Monthly or Pay Annually. The system automatically multiplies the number of users by the cost of the selected plan.
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- 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
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10
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users.
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Because the users are more than 10
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, you
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must purchase four slots for additional users
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.
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Calculation:
Total Cost = Startup Bundle (
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$700) + Extra number of
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Users x cost per user (4 x
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$70 =
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$280)
=
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$700 +
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$280
=
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$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.
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5. Complete your order by clicking the Pay $XXX & subscribe button. Click Close when prompted.
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- 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.
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To confirm
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billing updates, go back
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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. If
- For example, if you need Bots for your company, click the the Bots tab and choose Bot Usagefor a specific number of bots.
- Next, click the Purchase button in the Bot Usage window.
- Choose to pay monthlyor annually and select a number for the Max number of bots., 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 Purchase when done with 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. Click Close when prompted.
- 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 Invoiceinvoice.
To download a copy of the invoice, click the download icon under the Invoice column.
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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.
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