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

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A. Paywall

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Access to MSPbots assets access is based on the client's subscription plan. A paywall restricts clients from accessing MSPbots assets not included in their subscriptions. To know more about the MSPBots subscriptions and pricing, please see the MSPBots Pricing List page.

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MSPbots clients are subscribed to the Free Bundle setup by default. This bundle has limited features, user access, and a time-based free trial on system integrations.  In order 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 succeeding sections.   


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B. Setting up your billing account

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

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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 change your card details, click the Edit button to modify and Save. 


     


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C. Upgrading your plan or bundle 

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

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

     


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D. How to purchase or subscribe

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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.

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9.   Validate your purchase on Billing > A la Carte Usage and check if the new asset is on the Assets list.


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E. 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.

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Below is a sample invoice.

   


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F. How to cancel an A la Carte Usage subscription

1.   Go to the Billing page and click the A la Carte Usage tab.    

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

     


     

  5.   PopA pop-up message "Successfully reactivated your subscription" will appear to confirm the cancellation.

     



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