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The Billing Configuration step sets up your MSPortal subscription and payment method. This ensures uninterrupted access to the platform and its features.

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What You’ll Configure

  • Subscription Plan - Choose the plan that fits your MSP’s needs
  • Payment Method - Add a credit card or other payment method
  • Billing Contact - Who receives invoices and billing notifications
  • Billing Address - Address for invoicing purposes

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Steps to Complete

1

Navigate to Billing Settings

Click Go to Settings in the onboarding wizard, or go to Settings > Billing.
2

Review Your Plan

Check your current subscription plan and available features. Upgrade if you need additional capabilities.
3

Add Payment Method

Click Add Payment Method and enter your credit card information. We use Stripe for secure payment processing.
4

Verify Billing Contact

Ensure the billing email address is correct. This is where invoices and payment receipts are sent.
5

Save Changes

Click Save to confirm your billing configuration.

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Subscription Plans

MSPortal offers flexible plans based on your needs:
Contact our sales team for custom enterprise pricing or special requirements.

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Auto-Completion

This step is automatically marked as complete when:
  • A valid payment method is on file
  • Your subscription is active

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Payment Security

MSPortal uses Stripe for payment processing. Your payment information is never stored on our servers—it’s securely handled by Stripe’s PCI-compliant infrastructure.

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Trial Period

If you’re on a trial, the billing step shows your remaining trial days and what happens when the trial ends. Add a payment method before the trial expires to ensure uninterrupted service.