How do I add a custom subscription package for a client?

Note: This article is intended for internal staff use only and is not intended for clients.

A custom subscription package is used when a client needs to be charged a specific amount for a defined period — for example, when locking in a price before moving them to standard tier pricing. Once the custom period ends, you must revert the client to the default subscription package.

Step 1: Access the billing portal

Navigate to https://login.agentos.com/letmcbilling#

Step 2: Locate the client's billing account

Search for the client's billing account and open it, then click Customer Details.

Step 3: Open the billing customer record

Click View Customer to open the billing customer record.

Step 4: Navigate to Billing Branches

Click Billing Branches in the left-hand menu, then click the main billing branch for the client.

Step 5: Open Billing Products

Click Billing Products in the left-hand menu.

Step 6: End the existing subscription product

1. In the search field, type sub to filter the billing products
2. Locate the current subscription product (e.g. "Subscription Starter Tier @ £110.00/Month")
3. Click Edit on that product
4. In the Apply To (End) field, enter the date on which the current subscription should stop — this should be the day before the new custom package starts
5. Click Save

Step 7: Add the custom subscription package

1. Go back to the Billing Branch record
2. Click Actions
3. Select Add Custom Subscription Package
4. Complete the following fields:
   • Apply From: The start date for the custom package (the day after you ended the previous product)
   • Apply To: The end date for the custom period
   • Package Name: Enter the package name (e.g. "Professional")
   • Package Amount: Enter the fixed monthly subscription amount to charge during this period
5. Click Add Custom Subscription Package to save

Step 8: Reinstate the default subscription package

Once the custom period ends, you must add the default subscription package to resume standard tier pricing:

1. From the Billing Branch record, click Actions
2. Select Add Subscription Package – Default
3. In the Apply From field, enter the date from which the default charge should take effect (the day after the custom period ends)
4. Click Add Subscription Package – Default to save

Note: The default subscription package automatically charges the correct amount based on the client's tier (Starter or Professional) and will auto-upgrade the tier if additional users are added. Use this option rather than a manual subscription wherever possible.

Important Notes

• The Apply From date for the custom package must immediately follow the end date of the previous product — do not leave gaps or overlaps in the billing product dates.
• If the custom period has no fixed end date, leave the Apply To field blank.
• Always reinstate the default package after the custom period ends to ensure the client is billed correctly going forward.