Managing Payment Providers for SaaS Sub-Accounts

This article explains the updated billing features for SaaS (Software as a Service) sub-accounts, which provide more flexibility in how payments are handled.

Updated SaaS Activation Process

When you manually enable SaaS for a sub-account, you can now choose which account type will manage its subscriptions and payments. You can select either a Stripe account or your main agency account. The billing system will then automatically use the default payment provider associated with your selected account.

Setting a Specific Payment Provider

You can assign a specific payment provider to each individual SaaS sub-account. When an administrator from that sub-account later adds a payment method, it will be securely saved with the provider you have selected for them.

Viewing Charges and Invoices

Sub-account administrators can now view all charges and invoices directly from their billing page within the CRM. This includes all charges linked to their account, such as those for SaaS services and other features.

Managing Billing Addresses

When a sub-account administrator adds a billing address, it is automatically saved to their account profile. This makes the address easy to manage and retrieve for future billing purposes.