Manage agency billing

Open Partners → Billing to manage your agency subscription. This page is available when Boei has enabled automatic billing for your agency. If you do not see Billing, your existing billing arrangement still applies. Contact Boei to discuss switching.

Agency access is free. You can manage clients and start client trials without buying Custom Whitelabel. Trials do not become paid plans automatically.

Choose your subscription

Choose EUR, USD or GBP before your first payment. Once Stripe has fixed your billing currency, you cannot change it here.

Choose monthly or yearly billing. Custom Whitelabel and all client plans use the same billing period and renewal date.

Custom Whitelabel is optional. It costs 99 per month or 1,188 per year in your selected currency, excluding VAT. It includes no client plans or shared capacity.
Client plans are separate. Select Add a client plan, choose a client and select Starter, Growth, Business or Scale. Add-ons show their price for the selected period.
Client plans and regular subscription add-ons include the 20% reseller discount. Custom Whitelabel has no reseller discount.

Check the summary and select Continue to checkout. In Stripe, tick I'm purchasing as a business and enter your company details and VAT number, if applicable. Stripe shows any applicable tax before you pay. Paid access starts after payment is confirmed.

Your agency receives one invoice from Boei. You decide what to charge your own clients and invoice them yourself.

Change a client plan

From Clients, choose a plan for a trial or expired client, or use Change plan in the client's ··· menu. This opens the selected client in Billing.

In Billing, client plans start as an overview. Use the client's ··· → Edit plan to change its plan or add-ons. The summary updates automatically. For an existing subscription, the amount due now and start date appear before you confirm.

A pure upgrade is charged for the rest of the current period and starts after payment. Plan reductions, removals and billing-period changes start at renewal. If a change includes both an upgrade and a reduction, the whole change waits until renewal. No client data is deleted when you remove a plan.

To stop one client plan, use ··· → Remove at renewal, then confirm the change. To stop the whole subscription, remove every client plan and untick Custom Whitelabel, then confirm. Existing paid access continues until the paid period ends.

If a change is already scheduled, cancel it before making another change. For an immediate upgrade, complete the upgrade first and then schedule the reduction again. Immediate upgrades need a card or Link payment method; contact Boei if you use bank debit.

Return from checkout

You can leave checkout without paying. On returning, use Continue payment to reopen the same payment or Change selection to close the open checkout and adjust your choices.

A payment that is already being confirmed cannot be cancelled this way. Use Refresh billing to check its status. Contact Boei if an interrupted change needs help.

View invoices and payment details

Select View next to Invoices. Client specifications show the breakdown of the agency invoice in Boei.

Select Manage next to Payment method to open Stripe. If your payment arrangement needs support, the page offers a way to contact Boei.

Set up branding and your agency DPA

Active Custom Whitelabel covers all your reseller clients, including Starter and trials. They do not need a separate branding-removal add-on. You can set your logo, primary color, product name and Powered by text under Partners → Settings → Agency branding.

Use Settings → Domain & SMTP to request your portal domain and email setup from Boei. Setup is handled on request.

Find the agency DPA under Settings → Data processing agreement. The open button is temporarily disabled while we finish reviewing the agreement. For client accounts, the client is the Controller, your agency is the Processor and Boei is the Sub-Processor.