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
- Click Settings in the sidebar
- Select the Billing icon from the settings navigation
Billing Overview
Subscription Management
Current Plan
View your active subscription details:
| Field | Description |
|---|
| Plan Name | Your current subscription tier |
| Status | Active, Trial, or Expired |
| Billing Cycle | Monthly or Annual |
| Next Billing Date | When your next payment is due |
Choosing a Plan
Click Choose a Plan
Select the plan selection button
Compare Plans
Review features and pricing for each tier
Select Plan
Choose the plan that fits your needs
Complete Payment
Enter payment details to activate
Payment Methods
Setting Up Billing
Click Set Up Billing
Open the payment configuration
Enter Card Details
Provide credit card or payment information
Verify Address
Confirm billing address
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
| Detail | Value |
|---|
| Description | Premium IT training courses and certifications |
| Pricing | Per-user monthly fee |
| Status | Active or Inactive |
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:
| Field | Description |
|---|
| Date | Invoice date |
| Amount | Total charged |
| Status | Paid, Pending, or Failed |
| Download | PDF 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
What Happens if Payment Fails?
If your payment fails or subscription lapses, your MSP team members will be placed in read-only mode until payment is resolved.
Read-Only Mode for MSP Team
When your account enters a billing-restricted state, the following occurs:
| Who | Impact |
|---|
| MSP Team Members | Read-only access - can view all data but cannot create, edit, or delete |
| Your Client Users | No impact - continue working normally with full access |
| Primary Admin | Can still access Billing Settings to resolve payment issues |
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
| Status | Description | Access Level |
|---|
| Active | Subscription is current and paid | Full access |
| Trialing | Free trial period | Full access |
| Past Due | Payment failed, grace period | Read-only for MSP team |
| Unpaid | Multiple payment failures | Read-only for MSP team |
| Canceled | Subscription canceled | Read-only for MSP team |
| Incomplete | Setup not finished | Read-only for MSP team |
How to Restore Full Access
Access Billing Settings
Primary Admins can always access Settings > Billing even in read-only mode
Update Payment Method
Add a new card or update your existing payment information
Retry Payment
Process the outstanding payment
Access Restored
Once payment succeeds, full access is immediately restored for all MSP team members
Your client users are never affected by your billing status. They can continue using MSPortal normally even if your MSP team is in read-only mode.
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.
