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63 lines
3.4 KiB
Plaintext
63 lines
3.4 KiB
Plaintext
---
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title: "Billing and Customer Plans in Prowler for MSPs and MSSPs"
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sidebarTitle: "Billing and Plans"
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---
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Each customer carries its own billing plan, set when the customer is created and changed later from the **Customers** page. This page covers both, and where the resulting revenue is reported.
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## Permissions
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Managing customer plans requires a role with **Manage billing**, held today by both **Superadmin** and **Organization Admin**. See [Managing Your Team](/user-guide/tutorials/prowler-for-msps-team).
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## Customer Plans
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Plans are chosen in the **Set Their Billing Plan** step of the Add Customer wizard. A customer starts on a trial or on one of the paid plans, billed monthly or annually.
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Each plan card in the wizard shows its own price, included usage and overage rate. For current pricing, see [prowler.com/pricing](https://prowler.com/pricing).
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### Provider Accounts on the Annual Plan
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The annual plan is paid upfront for a fixed number of cloud provider accounts, between **1 and 20**. You set that count when you pick the plan. The monthly plan does not require an upfront provider account count.
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## Change a Customer's Plan
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Open the actions menu on a customer's row and choose **Change plan**.
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<Warning>
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**Plan changes are one way: trial to paid.** The action is only offered while a customer is on trial or its trial has expired. Once a customer holds a paid subscription, **Change plan** no longer appears on the row, and the trial is never a valid target.
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</Warning>
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The **Change Plan** dialog opens on **Choose your plan**, with the same **Monthly** and **Annual** toggle used when the customer was created.
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Select a plan and confirm with **Change Plan**. Choosing the annual plan also asks for the upfront provider account count. The change is submitted to Prowler Cloud and applied asynchronously; the customer's row updates once it lands. If it fails, use the reported problem to identify the cause:
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| Problem | Cause |
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|---|---|
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| Cloud accounts count is required | The annual plan was selected without a provider account count. |
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| Cloud accounts count out of range | The count is outside 1–20. |
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| Company name is required | The customer record has no usable company name. |
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| Customer not found | The customer no longer exists or is not linked to a tenant. |
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## Revenue Reporting
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Billing figures surface in two places.
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**On the Customers page**, stat cards above the table summarize **Billing active** — how many customers hold an active subscription — and **Total MTD** per currency, with a percentage change against last month. The cards appear once a customer has billing activity.
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**On the Dashboard**, the **Billing Overview** card reports monthly expenses against the previous month and splits revenue for the period into annual, monthly and overage, giving the same picture across every customer.
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## Next Steps
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<Columns cols={2}>
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<Card title="Onboarding Customers" icon="building" href="/user-guide/tutorials/prowler-for-msps-customers">
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Add customers and open their Prowler Cloud tenants.
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</Card>
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<Card title="Your Partner Organization" icon="briefcase" href="/user-guide/tutorials/prowler-for-msps-organization">
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Lifecycle, settings, Partner Code and closing your organization.
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</Card>
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</Columns>
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