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Confirm your plan and payment details before you roll out to clients, so nothing about the subscription surprises you mid-launch. This page is for MSP staff with billing access.

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Before you start

  • Primary admins can always open Billing. Other staff need a role with manage access to billing settings.
  • Billing is an optional step in the Launch Center plan. A launch can finish without it.
  • Payment and plan changes happen in a secure hosted billing portal that opens from the Billing page.

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Review your plan in Launch Center

1

Open the step

Go to Launch Center and select Billing in Setup guide. It is in the Foundation phase. You can also go to Settings > Administration > Billing.
2

Read the subscription status

Check the subscription or trial status near the top. If you see Billing Information Unavailable, click Retry. Missing numbers in that state do not mean you have no subscription.
3

Check usage and the next invoice

Read the Usage Summary and Subscription cards. They show your companies, the next billing date, and the estimated invoice. If a Pending sync badge shows, click Sync billing status.
4

Change anything in the hosted portal

To change a plan or payment method, click the button the page offers, such as Manage subscription, Manage payment methods, Add payment method, or Choose a plan. Make the change in the hosted billing portal and confirm it there.
5

Return and sync

Go back to Billing and click Sync billing status. Check the status and the Billing history table.
The Billing page has no Save button. Closing the hosted portal is not a confirmation, so check the current subscription before you repeat a change. Check the billing email in Settings > Administration > Tenant too. See Billing settings for every card and button.

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Troubleshooting

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Frequently asked questions

No. Use the plan, usage, and terms shown for your own account.
No. Click Sync billing status and check the subscription and payment details.
No. Launch progress and billing transactions are separate.