How Can I Pay for Balsamiq Cloud on Behalf of my Customer as a Reseller or Purchaser?
Note: We cannot accept wire transfers or checks as payment. Only automatic credit card payments are allowed. Official quotes cannot be issued either, but you can view our official pricing on our pricing page.
Balsamiq Cloud is our web-based wireframing product. Subscribing to a plan takes place directly within the product, and not on our pricing page. While you would need to create a Balsamiq Cloud account to be part of a Space, you do not have to be the actual end user. We provide more details on how to subscribe to a plan and become an Optional Billing-Only Admin via the video and steps found below.
As a software reseller or purchaser, our recommendation is for your customer to designate you as the Optional Billing-Only Admin of their Space. The Space is basically their "workspace" where their projects live, so they should have an existing Space by the time they bring you on board. To summarize, the steps required are:
Ask your end user to create a Balsamiq Cloud account along with the Space where they will create their wireframes and projects. If they already have one, they can move on to step 2.
The end user who creates the Space will be the Space Owner. They will be the ones in charge of designating you, the reseller or purchaser, as the Optional Billing-Only Admin, as we cannot do that on our end. Note that this role does not grant you access to their projects or wireframes.
When the end user invites you to their Space, you will receive an email invitation with a link, which you must accept. This invitation is only valid for 7 days, so make sure you accept in time. Once you have completed the steps to create your account and have accepted the invitation, you will be able to access their billing page. That is the section where you will select the plan they wish to subscribe to, and enter your credit card to make the payment.
Once you pay and subscribe to customer's desired plan, you will then have completed the process. As the Optional Billing-Only Admin, you will now be able to change the plan as often as needed. Your end user will not be able to make changes to billing (unless they happen to know the credit card details you entered), and will be encouraged to contact you instead. They will, however, be able to cancel the subscription if they wish to.
The paid invoices will be generated and emailed to you, as well, as the Space Owner (and Optional Space Admin, if applicable) every month or year, depending on the selected frequency. Remember you can also find them in the Space, under Billing History.
How Are Renewals Handled?
By default, our subscriptions are set to automatically renew on the frequency selected (monthly or yearly). We understand that credit card numbers may change during that time, especially for yearly subscriptions. With that in mind, you are encouraged to update the card on file at any time by following these steps.
If in the past you had already canceled the subscription so that it wouldn’t automatically renew, you will then need to log in to the customer’s Space (using your Optional Billing-Only Admin credentials) and click Restart Subscription via the Space’s Billing Page. Doing so will allow you to enter your current credit card details to allow the renewal to go through on the scheduled date.
Keep in mind that the billing period is stated on the invoices and the dates cannot be changed. In other words, it is not possible to pay early or pay for multiple years in advance. If the subscription you are trying to restart has already expired, then the new billing period will start on the day that you resubscribe.
Questions? Please contact us!