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Billing Settings allows you to manage your MSPortal.ai subscription, payment methods, add-on services, and view billing history. Only Primary Admins can access billing settings.

Accessing Billing Settings

  1. Click Settings in the sidebar
  2. Select the Billing icon from the settings navigation

Billing Overview

Billing Settings

Subscription Management

Current Plan

View your active subscription details:
FieldDescription
Plan NameYour current subscription tier
StatusActive, Trial, or Expired
Billing CycleMonthly or Annual
Next Billing DateWhen your next payment is due

Choosing a Plan

1

Click Choose a Plan

Select the plan selection button
2

Compare Plans

Review features and pricing for each tier
3

Select Plan

Choose the plan that fits your needs
4

Complete Payment

Enter payment details to activate

Payment Methods

Setting Up Billing

1

Click Set Up Billing

Open the payment configuration
2

Enter Card Details

Provide credit card or payment information
3

Verify Address

Confirm billing address
4

Save Payment Method

Complete the setup

Managing Payment Methods

  • Update card - Change to a new payment method
  • Set default - Choose primary payment method
  • Remove - Delete saved payment methods

Add-on Services

Additional features available for your account:

Bigger Brains Training

DetailValue
DescriptionPremium IT training courses and certifications
PricingPer-user monthly fee
StatusActive or Inactive

Managing Add-ons

  1. View available add-ons in the Add-on Services section
  2. Click to enable or configure each service
  3. Pricing is shown per-user or per-month

Billing History

Viewing Invoices

Access past invoices and receipts:
FieldDescription
DateInvoice date
AmountTotal charged
StatusPaid, Pending, or Failed
DownloadPDF invoice download

View All Invoices

Click View all invoices to see complete billing history with options to:
  • Download individual invoices
  • Filter by date range
  • Export billing reports

Billing FAQs

When am I charged?

Charges occur at the start of each billing cycle (monthly or annually).

Can I change my plan?

Yes, you can upgrade or downgrade at any time. Changes take effect on your next billing cycle.

How do I cancel?

Contact support to cancel your subscription. You’ll retain access until the end of your current billing period.

What payment methods are accepted?

MSPortal accepts major credit cards through Stripe, including Visa, Mastercard, and American Express.