Skip Ribbon Commands
Skip to main content

View your billing history, and edit your billing information

Last Update: 6/16/2017 10:51 AM

​​​​​​

This article explains how a workgroup administrator can set up a billing method for user subscriptions assigned to customers in each workgroup. Administrators and managers in the workgroup can then purchase the subscriptions and assign them to users as described in the Subscriptions​ article.

Note: Before setting up billing, be sure that you understand the basics of subscriptions as described in the Subscription and licensing FAQ​. For instructions on how to purchase licenses for premium products not covered under subscriptions, refer to the Licenses​ article.

Contents:

 For more information: See also the Pricing page at https://www.bittitan.com/mspcomplete/pricing/​ and the Get Started page at https://www.bittitan.com/mspcomplete/get-started/.


Set up distributor billing

If you purchase subscriptions and licenses through a distributor, you set up the billing method outside of the MSPComplete interface. You then redeem the coupons using the MSPComplete interface. A workgroup administrator can specify this billing option when creating or editing workgroups.

For more information: Refer to the Workgroups article for details about specifying the use of distributor licensing in a workgroup. The Subscriptions article explains how to redeem distributor coupons.

 

Add credit card information

To purchase subscriptions directly, enter credit card information for each workgroup in the MSPComplete interface:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. On the Overview tab, click Add Payment.
  4. In the form that appears, read the terms and conditions, scrolling to the end of the text.
  5. After you have read the terms and conditions, click the box for Yes, I have read and agree to terms and conditions.
  6. Click Next.
  7. Add your billing address information.
  8. The shipping address designates the place of business where you use the subscriptions. It is automatically duplicated from the billing address. If you need to change this, click the box Ship to billing address to remove the check mark. You can then enter new shipping information.
  9. Click Next.
  10. If you have arranged for net terms, such as being billed every month, you will see Payment Method option. Click the radio button that indicates your billing preference:
    • Select Credit Card if you do not want to use net terms for subscription purchases in this workgroup. In this case, enter credit card information.
    • Select Net Terms/P.O. if you want to use the pre-arranged net terms for purchases in this workgroup. In this case, you do not need to enter credit card information.
  11. To set up credit card purchases, enter the information for the credit card that will be billed for subscription purchases.
  12. Click Confirm.
  13. The Settings > Overview page indicates the payment method and the currency used for the charges when you purchase subscriptions with a credit card.

    Note: Each workgroup retains billing information from one credit card only. If you want to use multiple credit cards, you can set up separate workgroups. If you have created multiple workgroups, enter the billing information separately for each. For more information, refer to the Workgroups​ article.

 

Ch​ange billing to U.S. dollar​s (USD)

The country you selected as your billing address determines the currency for credit card charges. If you are in a country where a local currency is enabled, you can choose to pay in USD by changing the workgroup settings:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click Edit.
  4. Click to check the box for I would like to be charged in USD.
  5. Click Save.
  6. On the Overview page, verify that Payment Method indicates USD.

 

Update credit ​card ​​information

If you want to update credit card information to change the card number, expiration date, or security code, click Settings, click Remove Payment, and then re-enter the billing information as described above.

 

View subscription billing history

The billing history provides a record of all subscriptions purchased using a credit card:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click the Billing History tab.
  4. Optionally, you can set a specific time window for purchases using the Date Filter drop-down menu.
  5. Each row of the billing history records a separate subscription purchase.

Column

Meaning

Date

Date the subscriptions were purchased or the coupon redeemed.

Item

Type of item acquired.

Qty

Quantity of the items acquired.

Total

Total billing price of the items.

Status​

The purchase status, either Paid or Open.

ActionsDownload a copy of your invoice in PDF form.​

 

Tip: Click Export to export the displayed records to a spreadsheet in the Microsoft Excel format.

 

​