Managing Billing Cycles and Agent Seats in BoldDesk

This guide walks you through updating your BoldDesk subscription, including modifying billing cycles, adjusting agent seats, and reviewing payment details directly within the BoldDesk Admin Center.

Accessing Billing and Subscription Settings

To update the subscription, follow the given steps.

1. Go to the Admin Center page.
2. Click the Billing and Subscription option.

3. On the active subscription page, click the Change Plan option. The change plan dialog will be shown.

4. Select the current plan and click Continue.
5. Select the billing cycle and update the agent count.

6. Select the billing cycle, update the required agent seats, and then click Continue.

7. Review the following in the summary section and click the Update button.

   • Subscription – This amount will be deducted from the next billing cycle for the subscription.
   • Total due today – This is the prorated amount for the subscription updates for the remaining period of the current cycle, which will be deducted immediately.
   • Payment card – Today’s due amount will be deducted from this card.

For more details, check out this video.

If the default card has 3D security enabled, then you will be asked to complete an additional verification step with the card issuer to process the payment.

A pop-up will be shown with an authentication page on the card’s bank’s website and requires you to enter a password associated with the card or a code sent to your phone.

If the subscription plan or agent is upgraded and the current day’s due payment is authorised, the subscription change will be applied immediately.

If the subscription plan or the agent is downgraded or the billing cycle changes, it will be reflected on the next billing date.

How to Change the Billing Email Address

By default, billing details in BoldDesk are sent to the email address associated with the organization owner. To update the billing email, you must change the organization owner.

Explore further instructions about How to Transfer the Ownership of an Account to Another Agent.
Once these changes are implemented, the agent transitioning to the account owner role will begin receiving billing information at their organization’s personal email address.

FAQs

1. Can I switch from a monthly to a yearly billing cycle at any time?
   Yes. You can change the billing cycle anytime through Admin Center → Billing & Subscription. The change will take effect on your next billing date unless the update involves an upgrade.

2. Will adding new agents immediately increase my subscription cost?
   Yes. Additional agent seats are billed prorated for the current cycle, and the updated recurring amount applies from the next cycle.

3. What happens if I remove agent seats?
   Seat reductions take effect during the next billing cycle. No immediate refunds or reductions are applied for unused time.

4. Can multiple payment methods be stored in BoldDesk?
   Yes. You can manage multiple payment methods, but BoldDesk uses the default card for subscription renewals and prorated charges.

5. How do I confirm that my subscription update was successful?
   After you click Update, you will see a confirmation message in BoldDesk, and a detailed invoice is generated under Billing History.

6. Does BoldDesk notify agents about subscription updates?
   Only the organization owner receives billing and subscription notifications unless ownership is transferred.

Related Article

• How to Transfer the Ownership of an Account to Another Agent