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A client's access to MSPbots assets depends on the company's subscription plan. When the features in the plan have been fully consumed or when a client tries to access an asset not part of the current plan, the paywall will restrict the client from accessing MSPbots assets not included in the subscription. The For Bots, the Trigger button will be disabled, and a pop-up message like the one below will show. . 

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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.  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 sections below.   

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  1. On the Billing tab, navigate to the Your Bundles section and click Upgrade. You will be redirected to the Marketplace.
  2. On the Marketplace, select a plan or bundle, then click the Upgrade button. The available Plan/Bundles are Startup and Professional. Read the details on the MSPBots Pricing List.
    Pay Methodupgrade planImage Removed
  3. Next, customize your plan by selecting Pay Monthly or Pay Annually. Your selection will prompt the system to automatically calculate your plan's updated cost based on the number of users integrated into your PSA multiplied by the actual cost of the selected plan. Example: ForStartup bundles, you can add the four (4) BI packagesentitled to the plan by clicking +Add and selecting the BI packages. You can adjust and edit this list later.
    Pay monthly annually|
  4. Next, clickthe Purchase button.
  5. When the Your Order window appears, review the details of your order and click the Proceed To Checkout button.
    checkout
  6. Next, click the Pay & subscribe button to complete your order and click Close when prompted.
    pay and subscribe
  7. Verify your upgrade by going back to Marketplace > Bundleswhere your upgrade should now be reflected. For example, if you chose to upgrade to Startup, you should see the Current Plan button in this section.
    current plan
  8. 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.
    Billing

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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. Then choose 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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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.

billing historyImage Added

To download a copy of the invoice, click the download icon under the Action column.

Below is a sample invoice.

   Image RemovedImage RemovedMSPbots invoiceImage Added


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F. How to cancel an A la Carte Usage subscription

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  1. Go to the Billing page and click

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  1. the A la Carte Usage tab.

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  1. Select the specific package to cancel and go to the Action column.

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  1. cancel subscriptionImage Added
  2. Click the Cancel icon then click Cancel Now when prompted.

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  1.   
    cancel iconImage Added  cancel promptImage Added
  2. A pop-up message that says "Successfully reactivated your subscription" will appear to confirm the cancellation.

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  1. successful reactivationImage Added



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