How to add a Credit Card for automatic MSP billing

Introduction

In this article, you will learn how to add and manage a credit card for automatic monthly MSP billing. Once configured, your credit card will be charged automatically at the beginning of each month for the number of licenses consumed by your customers.

Here's what to do

Add billing details

1. Log in to your MSP admin panel.
2. Navigate to the Billing section.
3. Enter or update your MSP’s current billing details.
4. Provide the billing contact email address that should receive payment notifications.
5. Save the changes to ensure automatic payments can be enabled.
    

Add a new credit card

1. After you have successfully added your billing details, go to the Add payment card section in the MSP admin panel.
2. In the new window that opens, fill in the credit card form with the required card information.
3. Submit the form so that the card issuer can authorize the card.
4. Once the credit card has been successfully authorized, check that:
   
   The card details are visible in the MSP admin panel, and the upcoming payment date is displayed.
    

Remove / Change credit card

1. Navigate to the Billing section of the MSP admin panel.
2. Locate your current saved credit card.
3. Choose one of the following options:
   1. Change card – to replace the existing credit card:
      1. Enter the details of the new credit card.
      2. Authorize the new card as prompted by the card issuer.
   2. Remove card – to delete the card from your MSP account:
      1. Confirm that you want to remove the credit card from the file completely.
4. After removing the card, note that on the next billing cycle, you will receive an invoice with a payment link sent directly to the billing contact’s email address.