Custom Payment Providers in SaaS Mode
Using Custom Payment Providers in SaaS Mode
Custom Payment Providers in SaaS Mode enables your agency to integrate a wide variety of payment processors that are available in the App Marketplace. This feature is essential for operating your SaaS business globally, particularly in markets where the CRM's default payment options are not available or widely used.
Overview of Custom Payment Providers
This functionality gives you the freedom to select the payment provider that best suits your clients' regional needs. By using a custom provider, you can automate the entire onboarding process: when a client completes checkout, a new sub-account is automatically created, the chosen SaaS plan is attached, and recurring billing is set up. This streamlines operations and supports a diverse, international client base.
Key Advantages
- Gain access to over 50 different payment providers through the Marketplace.
- Expand your SaaS business into regions that lack support for native payment integrations.
- Automate the creation of sub-accounts and the assignment of SaaS plans during the client checkout process.
- Manage recurring subscription payments to ensure consistent revenue.
- Resell additional services and add-ons, with payments processed through the sub-account's wallet.
Setup Instructions
Follow these steps to configure a custom payment provider for your SaaS operations.
Step 1: Designate an Agency Sub-Account
From the Agency View, navigate to the Sub-Accounts section. Locate the specific sub-account you wish to use for billing purposes. Click the three-dots menu next to it and select the option to Add as agency sub-account. This designated account will be where you install payment providers and manage SaaS product sales.
Step 2: Install a Payment Provider App
Within the Agency View, open the App Marketplace. Search for or browse to find the payment provider application you want to use. Click Install to add it to your agency sub-account.
Step 3: Configure the Payment Provider
Once installed, access the settings for the newly added payment provider. You will need to enter the necessary credentials, which typically include an Account ID and an API token or authorization key. Save the configuration after entering the details. The specific required fields can vary by provider, so consult the app's own documentation for precise instructions.
Step 4: Create and Sell SaaS Products
Inside your Agency Sub-Account, create your SaaS product. You can then share the payment link or embed the checkout into your funnels. When a purchase is made successfully, the system will automatically generate a new sub-account for the client and attach the selected SaaS plan to it.
Step 5: Convert an Existing Sub-Account to SaaS
To apply a SaaS plan to a sub-account that already exists, go to Agency View, then Sub-Accounts, and click Manage Client for the desired account. Navigate to the SaaS section and select Add SaaS Subscription. Choose your integrated custom payment provider and the specific SaaS plan you want to apply, then confirm the action.
Step 6: Manage Wallet and Add-Ons
The system supports wallet top-ups, which can be configured for automatic recharge or performed manually. You can also sell add-ons, such as AI Employee or other Marketplace apps. Payments for these add-ons are deducted from the sub-account's wallet balance rather than charging the client's payment card directly.
Frequently Asked Questions
Q: What is the purpose of Custom Payment Providers in SaaS Mode?
A: This feature allows agencies to use their preferred payment processor to automate client onboarding, recurring billing, and wallet management, providing greater flexibility for international SaaS operations.
Q: Which payment providers can I use?
A: You can use any provider from the Marketplace that supports the necessary functionalities for SaaS, specifically recurring payments and the ability to charge a saved payment method without the customer being present. Providers that do not support these features are not compatible.
Q: How are recurring subscriptions billed?
A: After the initial setup, the customer's payment method is securely stored. The system then automatically charges the recurring subscription fees according to the SaaS plan's billing cycle, ensuring continuous service.
Q: Can I switch an existing client sub-account to use a custom payment provider?
A: Yes. You can convert an existing sub-account by going to Agency View > Sub-Accounts > Manage Client > SaaS > Add SaaS Subscription, and then selecting your custom payment provider and the applicable plan.