MSP License & Billing

The License & Billing page is where MSP admins set up billing, manage payment methods, and view billing documents.

MSP billing is post-paid. Charges are applied on the 1st of each month for the previous month’s usage.

Set up billing

To move an MSP account from trial to licensed:

1. Open License & Billing in the MSP portal.
2. Click Set Up Billing.
3. Select the Billing Country. The currency is set automatically.
4. Enter a VAT number if needed.
5. Add a primary payment method.

If the card is validated successfully, the MSP account is automatically changed from trial to licensed.

After that, MSP admins can create managed companies with licensed status and change existing managed companies to licensed status.

Payment methods

The first card added becomes the primary payment method.

After that, admins can add a backup payment method. If the primary method fails during automatic billing, the backup method is used.

The primary payment method cannot be deleted, but it can be edited and replaced.

How billing works

MSP billing includes only licensed users in managed licensed companies.

• MSP team members are never billed
• Only days in Licensed status are billable

If all licensed users are removed, the next monthly charge will be $0.

Monthly billing

On the 1st of each month, RoboForm attempts to charge the previous month’s finalized usage.

If payment succeeds:

• a receipt is sent by email
• the receipt can also be downloaded from License & Billing

If payment fails:

• an invoice is sent by email
• the invoice can also be downloaded from License & Billing

Once payment is fixed and succeeds, the receipt replaces the invoice on the billing page.

If payment fails

If both payment methods fail:

• MSP admins are notified by email
• a 5-day grace period begins
• the Start Page and MSP portal show a billing notice

If payment is still not received after the grace period:

• the Start Page and managed companies are locked
• MSP admins are notified by email

Access during billing lock

During a billing lock:

• MSP admins can still sign in to the MSP portal in read-only mode, update payment methods, retry payment, and detach licensed managed companies
• MSP operators and viewers can still sign in to the MSP portal in read-only mode
• all MSP members signing in to the Start Page will see a message to fix billing and a link to the MSP portal