MSPBots Paywall and Billing Setup

A.  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 shown on the Pay method section.

B.  How to Upgrade your Plan or Bundles 

By default, customers are under the  Free plan setup.  This has limited features, users and time based free trial on integration.   To know more,  click MSPBots Pricing List for the details.

In order to do more and used the MSPBots features fully and help your business processes run smoothly. We recommend to upgrade your plan.

To upgrade, 

 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 Bundles to Upgrade. 

       Plan/Bundles:

        a. Startup

        b. Professional 

     For Details about the pricing,  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 multiplied by the type of Plan cost.

      3.1 .  For Startup bundles, you can initially add in the Four (4) BI packages entitled to the Plan. (Note:  This can be changed 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 "Proceed to checkout" button

7.  Complete your order.  Click "Pay and subscribe" button

8.  Click Close.

9.   In the Marketplace >  Bundle page,  you can see now you plan is upgraded.

      e.g. Startup -  "Current Plan"  

10.  To view the billing updates,  Go to "Billing" page.

     a.  You can see on the Your Bundles section you current Plan.

     b.  On the Bundles Usage page, you can see the list of Assets,  Quantity and the Next Billing date.

C.  How to Add Assets into your Plan ( A La Carte Usage)

D.  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.

2.  To download your invoice, hover into the "Invoice"  column.  Then, click the download icon.

To continue...