Managing billing at the SuperUser level in Bonzo involves overseeing a range of financial responsibilities that ensure the smooth operation of various teams within your organization. This includes handling add-ons, managing user seats, teams, and overseeing token allocations.
Billing Tab Settings
To begin managing billing settings, navigate to the "Settings" section and click on the "Billing" tab. Here, you can view and manage various aspects of your billing.
Manage Your Subscription & Payment Method
To activate your subscription and handle monthly invoices, you must have an active credit card on file. You can add payment methods by clicking on the "Add Payment Method" button. Here, you will be prompted to enter your credit card details, including the card number, expiration date, and CVV. After entering your card details, you will also need to provide your billing address and a valid email address. When completed, click "Save."
This information ensures that your payment method is properly linked to your account and that you receive all billing-related notifications and invoices. Keeping your payment method up to date is crucial to avoid any disruptions in your organization’s access to the platform.
Invoices & Payment History
This section provides access to both current and past invoices.
The Invoices and Payment History page offers a high-level view of your invoice totals in list form, including any prorations due to mid-cycle changes.
Prorations appear on your invoice as micro charge-backs to your account.
Understanding Prorations: let's say your organization adds a new user seat on the 15th of the month. Since this new seat is added halfway through the billing cycle, Bonzo will only charge you for the remaining days of that month instead of the full month. This partial charge is a proration.
Clicking "Download" on an invoice allows you to view the invoice as a PDF and provides a more detailed view of costs, such as monthly seat costs and add-ons like pipelines and IVR.
Cost Breakdown
This feature provides a detailed financial summary for each team or branch, breaking down the invoice at a granular level.
This photo does NOT reflect accurate pricing.
For example, it shows if any additional user seats were added to a branch and if any add-ons were purchased. This detailed breakdown helps organizations accurately invoice their branches based on actual usage. To get an exportable summary of charges, click on the "Options" dropdown in the top right and then select "Download Snapshot." The snapshot will export the billing details at the exact point in time. You can select previous months to export the billing details from the 1st of months prior.
This photo does NOT reflect accurate pricing.
Tokens Settings
View the monthly tokens allocated to your SuperUser seat. You can manage token allotments for your teams in the section below titled "Token Allocation Templates."
Top-Up Tokens
This section displays any additional Top-up tokens purchased to supplement your monthly allotment. Top-up tokens are especially useful for handling periods of increased activity. Set up a one-time top up by clicking the button next to "Top-up tokens" OR establish a Top-up autobuy that triggers when a custom threshold is met.
Token allocation and cost is based on the per member seat price. Please note this photo does NOT indicate accurate pricing for every account.
Though Top-up tokens are traditionally managed at the branch level, you can purchase Top-up tokens to supplement your own monthly allotment or transfer the Top-up tokens to your teams for distribution. To learn more about how SuperUsers can transfer Top-up tokens, click on the button at the end of this article.
Historical Token Usage
This feature allows SuperUsers to track token consumption over different periods (week, month, and three-month views) and filter by team and user for detailed analysis. Click on the three dashes in the top right to establish filter settings for precise analysis.
Adding & Removing Seats
One of the key tasks for SuperUsers is managing seats for their teams. In the "Teams" tab, you can view the total number of seats available versus the total number used. Simply click on one of your teams.
To add additional seats when new team members join, you must first purchase the seats and then assign the team members.
Seats can be purchased in two places on the platform: the "Users" tab and the "Add-ons" tab.
You'll find the "Users" tab in your main navigation side bar under the "Management" dropdown. Click the pink "Buy Seats" button to add additional seats.
Navigate to your "Addons" tab by clicking on "Settings" and then down to "Addons" under the "Company" tab. Add the desired number of seats and then scroll down to the "Update +addons" button to confirm your purchase of additional seats.
After purchasing seats, you can assign them by selecting the necessary team and clicking on "+Add Team Members."
You will only be able to assign team members if you have the requisite number of seats available. Remember, first purchase the seats and then assign the team members.
If team members leave the organization and are deleted, it’s crucial to remove their associated seats to prevent unnecessary charges. You can do this by returning to the addons section and subtracting the seat from your overall total.
After you have subtracted the seats, make sure you click the "Update +addons" button at the bottom of the screen. Bonzo will prorate charges when seats are added or removed mid-billing cycle, ensuring billing accuracy and reflecting actual usage.
Please note that disabled users are still included in your total seat count.
Adding & Removing Teams
The same process also occurs when adding and removing teams. Additional Teams can be purchased from the "Addons" or “Teams” tab. Once they have been purchased, you can establish team details and assign a team owner or manager. Finally, Team Leads and Team Members can be allocated to a fully created team.
Navigate to your "Addons" tab by clicking on "Settings" and then down to "Addons" under the "Company" tab. Add the desired number of teams and then scroll down to the "Update +addons" button to confirm your purchase of additional seats.
You can also buy additional teams directly from the "Teams" tab in your navigation sidebar.
Once the team has been purchased, click on "Add team" to fill out the "Team details" and assign a "Team owner." When complete, click "Create" at the bottom.
Assign Team Leads and Team Members to this team by clicking on the newly created team and then on "+Add Team Members" (as outlined in the previous section).
You will only be able to create teams if you have the requisite number of seats and/or teams, first purchase the team and then create the team by filling out the team and team owner details.
When deleting teams, it is important to note that teams can still exist with no users in them. To view inactive teams, click on and select it from the filter dropdown to the right of your screen.
Once the inactive and empty teams are identified, click on the three dots or breadcrumbs to delete the team.
Adding & Removing Addons
As a SuperUser, understanding how to add and remove add-ons ensures that your teams have access to the tools they need. Add-ons enhance the platform’s capabilities by providing additional features to teams, such as pipelines, IVR, Reputation IQ, and specific features to users like Local Presence and Bonzo Legends.
For a complete list of add-ons, navigate to the “Addons” page under your “Company” tab.
Similar to seats and teams, with addons, you must first purchase them and then apply them to specific user / team member accounts.
To include add-on access or to purchase additional licenses in your monthly invoice, click the plus symbol next to the feature to add the desired amount. Then click the "Update addons" button to confirm the purchase.
To apply the addons, navigate to the "Users" tab or the "Teams" tab, where you can assign or remove add-ons based on the needs of specific users or teams. From the "Users" tab, scroll to the right and click on the three vertical dots or breadcrumbs and then select "Manage addons."
You will then be able to add additional licenses for that team member, by clicking on the "+" symbol. If there are "0 left," (as noted in the image below) then you will need to purchase license before you can apply to this team member.
Remember, first purchase the addon / license and then apply it to the team member. Note: some addons are applied to teams (Pipelines, IVR, Local Presence), while other addons are applied to users (RepIQ, Legends).
When adding a new team or user, you can assign the necessary addons during the setup process to ensure they have immediate access to the required features. While applying, you will see the number of licenses you have available for the team or user.
If a user leaves the organization, it is crucial to remove their associated addons to avoid incurring charges for unused services. This can be done by accessing the addons section and adjusting the total number of add-ons allocated to reflect the current active users.
By carefully handling add-ons, seats, and tokens, SuperUsers can ensure that teams have the resources they need while maintaining overall budgetary control.
For more info on SuperUsers, click on the box below.