The SaaS V2 system allows you to bill clients via your agency sub-account. That goes for SaaS subscriptions, reselling, and rebilling. This document outlines how the reselling and rebilling works with this setup, and what products are supported.
TLDR: Sub-account wallet is used for all payments corresponding to reselling and rebilling.
TABLE OF CONTENTS
- Reselling Using Sub-Account Wallet
- Rebilling Using Sub-Account Wallet
- How to Enabli Reselling and Rebilling for V2 Sub-Accounts?
Reselling Using Sub-Account Wallet
For all V2 sub-accounts, i.e. for accounts linked to agency sub-account for processing payments, all reselling happens through the sub-account wallet. Hence, the client needs to keep their wallet topped-up so that subscription charges can be debited.
List of supported products:
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Whatsapp
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Prospecting
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Client Portal
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Listings (Yext)
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WordPress
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AI Employee
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SEO
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Workflow Pro
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Ad Manager
Products not yet supported:
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Email IP
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Marketplace Apps
Rebilling Using Sub-Account Wallet
All V2 sub-accounts can be rebilled for their feature usage, irrespective of the payment provider being used to top-up the wallet. All usage-based products can be rebilled on the V2 setup.
List of supported products:
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Phone System
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Email
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LC – Premium Triggers & Actions
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LC Email Verification
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Content AI
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Workflow AI
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Conversation and Voice AI
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Whatsapp Conversation
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Reviews AI
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Domain Purchase
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Auto-Complete Address
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Funnel AI
How to Enable Reselling and Rebilling for V2 Sub-Accounts?
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Step-1: On the Manage Client page while enabling reselling or rebilling, select the payment provider of your choice. In case of V2 setup, choose the agency sub-account that has to be used to process payments.
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Step-2: Choose a contact or create new contact. This contact will be used to store payment methods, and all payments will be processed against this contact.
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Step-3: Proceed to set reselling and rebilling markups.
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Step-4: The client needs to recharge their wallet.
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You’re all set. All payments will be processed from the client’s wallet.