Accessing Billing Settings
- Click Settings in the sidebar
- Select the Billing icon from the settings navigation
Billing Overview
Subscription Management
Current Plan
View your active subscription details: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
Managing Add-ons
- View available add-ons in the Add-on Services section
- Click to enable or configure each service
- Pricing is shown per-user or per-month
Billing History
Viewing Invoices
Access past invoices and receipts: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
What Happens if Payment Fails?
Read-Only Mode for MSP Team
When your account enters a billing-restricted state, the following occurs:What MSP Team Members Can Do in Read-Only Mode
- View all dashboards, reports, and data
- Access company and user information
- Review tickets, projects, and compliance status
- Export data and run reports
What MSP Team Members Cannot Do
- Create new records (tickets, projects, meetings, etc.)
- Edit existing data
- Delete any records
- Modify settings or configurations
- Make changes to client companies
Billing Status Types
How to Restore Full Access
1
Access Billing Settings
Primary Admins can always access Settings > Billing even in read-only mode
2
Update Payment Method
Add a new card or update your existing payment information
3
Retry Payment
Process the outstanding payment
4
Access Restored
Once payment succeeds, full access is immediately restored for all MSP team members
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.What happens to my data if I don’t pay?
Your data is never deleted due to billing issues. MSP team members are placed in read-only mode but can still access all existing data. Your client users continue to have full access. Once payment is resolved, full access is restored immediately.Why can my clients still work when my team can’t?
MSPortal prioritizes your client experience. Your clients (company users) are never impacted by your MSP’s billing status. This ensures continuity of service for the end users you support.I’m an admin but can’t make changes - what do I do?
If you’re a Primary Admin and see a billing restriction message, navigate to Settings > Billing to update your payment method. This menu item is always accessible regardless of billing status.Related Resources
- Tenant Settings - Organization configuration
- Settings Overview - All settings options