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Billing settings show your MSPortal subscription, company usage, payment method, add-on charges and invoices. Payment and plan changes happen in a secure hosted billing portal that opens from this page. This page is for MSP staff who manage the account.

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Before you start

  • Primary admins can always open Settings > Administration > Billing. Other staff need a role with manage access to billing settings.
  • If your account is in read-only mode because of a billing problem, the Billing page stays open so you can fix it.
  • Company users cannot see this page.

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Review your subscription and usage

1

Open Billing

Go to Settings > Administration > Billing.
2

Read the Usage Summary

The Usage Summary card shows Billed monthly or Billed annually and these numbers.A Pending sync badge or a Usage sync pending note means your current company count differs from the billed count. Click Sync billing status at the top of the page. On an annual plan, Company count exceeds contracted quantity means you have more companies than your plan covers. Contact support to add companies.
3

Read the Subscription card

During a trial, the card shows Access through and the days remaining. On a paid plan it shows the Next billing date (or Next renewal date on an annual plan) and the Estimated invoice (or Renewal amount).
4

Check the payment method

The Payment method card shows your default method, its expiry, and how many other methods are on file.
If you see Billing Information Unavailable, MSPortal could not reach the billing service. Click Retry. Missing numbers in that state do not mean you have no subscription.

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Set up billing or change your plan

1

Open Billing

Go to Settings > Administration > Billing.
2

Click the matching button

Pick the button that fits your situation. Each one opens the hosted billing portal.
3

Make the change in the portal

Review the details, change the plan or payment method, and confirm in the portal.
4

Return to MSPortal and sync

Go back to Settings > Administration > Billing and click Sync billing status. A toast confirms Billing status updated. If it says the sync is still running, check again in a moment.
Billing page with the Choose a plan and Set up billing buttons The portal confirms every plan or payment change. The Billing page has no Save button. If a window closes before you see a confirmation, reopen the portal and check the current state before you repeat the change.

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Download invoices

1

Scroll to Billing history

The Billing history table lists Invoice, Billing date, Status and Amount. Status is Paid, Open, Draft, Void or Uncollectible.
2

Open or download an invoice

Click View to open the invoice, or Download to get the PDF.
3

See older invoices

Click View all invoices to open the full history in the billing portal.
Bigger Brains training charges appear in Add-on Services and are included in the estimated invoice.

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Restore access after a billing problem

When your subscription status is Past due, Unpaid, Canceled or Incomplete, your MSP team goes into read-only mode. Staff can view data but cannot create, edit or delete it. Your client users are not affected.
1

Open Billing

A primary admin, or a user with billing access, opens Settings > Administration > Billing. This page stays available in read-only mode.
2

Fix the payment

Click Manage payment methods (or Add payment method or Manage subscription). Update the card or pay the outstanding invoice in the portal.
3

Sync billing status

Return to Billing and click Sync billing status. Full access comes back once MSPortal sees an active subscription.

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Troubleshooting

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Frequently asked questions

No. Monthly plans bill the highest company count in the period, plus add-ons. Annual plans bill the contracted quantity.
Billing restrictions apply only to MSP staff. Company users are never restricted.
The card only shows when training is enabled for at least one user.
Open Manage subscription to see what the portal offers for your account, or contact support at support@msportal.ai.