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How to Purchase a Subscription in BoldDesk

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Purchasing a BoldDesk subscription is a straightforward process that gives your organization immediate access to powerful help desk and customer support capabilities. Whether you’re upgrading from a free trial or purchasing a new subscription, this guide walks you through selecting a plan, reviewing your order, and completing your payment securely through Stripe Checkout.

BoldDesk primarily follows an AI-based pricing model rather than the traditional agent-based licensing approach. With AI plans, you receive unlimited human agent licenses, while AI Agent Credits are consumed based on the usage of AI-powered features. The number of included AI Agent Credits varies depending on the selected plan.

For organizations that do not require AI functionality, BoldDesk also offers a non-AI Enterprise plan under the Help Desk pricing category. This option provides the core help desk capabilities without AI Agent Credit consumption.

Purchasing a Subscription

You can buy a subscription by following these steps:

  1. Go to Admin > Billing and Subscription.

    Billing and Subscription.png

  2. On the Billing & Subscription page, select the required plan:

    • AI plans (AI First column)

      AI First Plans.png

    • Non-AI plan (HelpDesk column)

      HelpDesk Plan.png

  3. Browse the available plans, click Choose plan, then click Purchase now.

  4. In Build your plan:

    • Select the billing cycle.
    • Enable AI Add-ons if required.
      • Optionally enable Auto Recharge for AI Agent Credits to automatically replenish credits when the credit balance is low.
    • Review the Order Summary.
    • Click Proceed to Payment.

      Proceed to Payment.png

  5. BoldDesk redirects to the Stripe-hosted checkout page. In Stripe Checkout:

    • Review the total amount due.
    • Enter any required billing or shipping information.
    • Select the payment currency (if Stripe displays currency options).
    • Enter card details or select another Stripe-supported payment method shown on the checkout page.
    • Complete any required issuer authentication (for example, 3D Secure verification).
    • Click Subscribe (or the payment confirmation button displayed in Stripe).

      Stripe Hosted Checkout.png

  6. After payment authorization:

    • Stripe redirects back to BoldDesk.
    • The BoldDesk subscription is activated immediately after successful payment.

Purchase Orders (POs)

BoldDesk supports Purchase Orders (POs) as a payment method:

  • After a PO is submitted, the BoldDesk team reviews and processes the PO internally.
  • The team shares an invoice.
  • Payment is completed based on the invoice provided.

(If PO submission steps or a PO submission path exist in the product, they are not described in the provided content.)

VAT Handling

BoldDesk does not provide a setting where customers manually add VAT as a product line item. VAT is applied during billing based on the billing address and applicable tax laws for the country/region.

Frequently Asked Questions

  1. What payment methods are supported for BoldDesk subscriptions?
    BoldDesk subscription payments are processed through Stripe Checkout. The available payment methods depend on what Stripe offers for your region and currency on the checkout page.

  2. Does BoldDesk store payment card details?
    No. BoldDesk does not store payment card details. Payment details are entered and processed through the Stripe-hosted checkout page.

  3. When does a BoldDesk subscription activate after purchase?
    The subscription activates immediately after successful payment authorization.

  4. What happens if my payment requires extra verification?
    Stripe shows the required authentication step during checkout. The payment completes only after the verification is successfully finished.

  5. Can payment details be saved for future renewals?
    If Stripe Checkout shows an option to save payment details, that data is stored and managed by Stripe or Stripe Link, not by BoldDesk.

  6. How are recurring subscription payments handled?
    For active subscriptions, future charges are processed securely through Stripe based on the selected subscription billing cycle.

  7. How do I pay using a Purchase Order (PO)?
    Submit the PO for internal review. After processing, the BoldDesk team provides an invoice, and payment is completed based on that invoice.

  8. How is VAT applied to my subscription?
    VAT is not manually added in BoldDesk product settings. VAT is applied during billing according to the billing address and local tax requirements.

Related Articles

  1. How to Reactivate an Expired or Suspended BoldDesk Subscription
  2. How to Manage AI Add-ons in BoldDesk
  3. How to Purchase AI Agent Credits in BoldDesk Active Subscription
  4. How to Purchase AI Add‑ons When Upgrading From a Trial Subscription
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