MSP billing
David Starr
This reference describes the details of the Workbrew MSP billing model and how consolidated invoicing and payments work.
Open the MSP Dashboard from the Workspace picker at the top of the Workbrew Console sidebar by choosing Managed Services, or navigate directly to https://console.workbrew.com/partners/<partner-name>. The tasks here use the Billing page in the portal sidebar.
Overview
MSP billing is usage-based and post-paid. Your MSP organization receives a single consolidated invoice for every customer Workspace on a paid plan, priced per Device.
The Device count used for billing is the month's high-water mark: the highest number of Devices the customer Workspace had at any single point in the month. If a customer adds a large number of Devices and also removes Devices during the month, the highest total is what is billed. When replacing a Device, remove the old one before enrolling its replacement so both are not counted.
For each billed customer Workspace, the month's line item is its high-water Device count multiplied by the per-Device rate of its plan, with three qualifications:
- Plans with a $0 rate are never charged. Customers on free plans still appear in the portal so your customer list stays in one place.
- Piloting customers are not billed.
- Partial months are prorated. A customer that changes plan mid-month is charged each plan's rate for the days that plan applied.
The monthly invoice is generated on the first day of the following month and the credit card on file is charged automatically.
Reporting
The Billing page in the portal sidebar is visible to partner admins. Summary tiles at the top show the month-to-date amount and the Devices and Workspaces billed this month, next to the payment method on file. Below them sits the month-by-month Consolidated Billing Report. Every number on the page uses the same math as the final invoice, so the amount you watch during the month is exactly what is charged at month close.
The report shows one row per calendar month, newest first, reaching back up to 12 months. History starts with your first billed customer, so a new partner sees the report grow month by month.
| Column | Meaning |
|---|---|
| Reporting Period | The calendar month the row covers. |
| Customers | The number of paid customer Workspaces billed that month. |
| Start | Devices across those customers at the start of the month. |
| Added | Devices added during the month. |
| Removed | Devices removed during the month. |
| High Water | The sum of each customer's high-water Device count for the month. This is the count you are billed on. |
| End | Devices at the end of the month. Empty for the month in progress. |
| Amount | The month's total. For the current month, a running estimate. |
| Status | In progress for the current month, then Final or the invoice's status (such as Open or Paid) once invoiced. |
| Export | A CSV link that downloads the month's per-customer usage. |
| Invoice | A View link that opens the hosted payment page for that month's invoice, once one exists. |
The CSV export is available for completed months and for the month in progress. It lists each customer Workspace with its plan, Devices, billable days, and amount, one row per plan the Workspace held that month (so a customer that changed plan mid-month appears as multiple prorated lines). Use the exported CSV to have your Workbrew usage automate your customer billing (e.g. integrate with a revenue operations platform).
Invoicing and payments
Payment method
The payment method tile shows the card on file, or that none exists yet. Add card (or Manage billing, once a card exists) opens the payment portal in a new tab, where you add or change the card and view the billing details. A card on file is required before you first move a customer onto a paid plan, so the consolidated invoice can always be collected.
To change the card on file, open Manage billing and replace the payment method in the payment portal. The new card becomes the default for invoices and shows on the Billing page as soon as you return. Card changes apply to future invoices: each monthly invoice charges the card on file at the time it is issued, and an invoice already emailed for manual payment stays payable from its hosted payment page.
Invoices
On the first of each month, Workbrew creates one consolidated invoice for the finished month's total, with one line per paid customer Workspace showing that customer's plan, Device quantity, and rate. A prorated line (a first month, or a mid-month plan change, which produces one line per plan) is marked with its billable days.
The invoice is charged automatically to your default payment method. If no payment method is on file, the hosted invoice is emailed to you for manual payment, due within 30 days.
Subscription term, renewal, and cancellation
The billing cycle is the calendar month from the first day to the last day of the month, post-paid, as described in the Overview. The commercial terms of the partnership itself are set by the Workbrew MSP Partner Agreement.
To end a customer's paid subscription, change the Workspace to a plan with a $0 rate from its plan page, the same flow as any other plan change (see Change a customer's plan). The change applies immediately, and the month is prorated like any other mid-month change.
To end the billing relationship itself, ask Workbrew to separate the customer from you. The process, and what the customer keeps, are described in Separate a customer. Once the billing relationship is removed, the Workspace no longer appears on your Billing page or in the Consolidated Billing Report. Invoices already issued are unchanged.
Related docs
- Working with customer Workspaces - creating billed customer Workspaces, changing a customer's plan, adopting and separating a customer
- Support for Workbrew MSP - where plan and pricing questions go
- Workbrew MSP overview - describe the Workbrew MSP program
- Decommission a Device or move it to another Workspace - removing a Device from a Workspace
- Frequently asked questions - other common billing and account questions