Managing Reselling and Rebilling for Agency Sub-Accounts
Reselling and Rebilling with Agency Sub-Accounts
When you manage a client's CRM account as an agency, you can handle their payments for subscriptions, resold products, and usage-based billing through your agency's sub-account system. This process uses a dedicated wallet for the client's account to process all charges.
How Reselling Works
For any client account linked to your agency for payment processing, all reselling transactions are managed through the client's sub-account wallet. The client must maintain a sufficient balance in this wallet for their subscription fees to be deducted successfully.
Products that can be resold using this method include:
- WhatsApp Prospecting
- Client Portal
- Listings (Yext)
- WordPress AI
- Employee SEO
- Workflow Pro
- Ad Manager
- Marketplace Apps
Please note that Email IP is not currently supported for reselling.
How Rebilling Works
Client accounts on this payment setup can be rebilled for their usage of various features, regardless of which payment method they use to add funds to their wallet. This applies to all products that charge based on consumption.
Products that support usage-based rebilling include:
- Phone System
- Premium Triggers & Actions
- Email Verification
- Content AI
- Workflow AI
- Conversation and Voice AI
- WhatsApp Conversation
- Reviews AI
- Domain Purchase
- Auto-Complete Address
- Funnel AI
Setting Up Reselling and Rebilling
To enable reselling and rebilling for a client account, follow these steps.
Step 1: Select the Payment Provider
On the client management page, when enabling reselling or rebilling, choose your preferred payment provider. For this specific setup, you must select the agency sub-account that will process the payments.
Step 2: Assign a Contact
Select an existing contact or create a new one. This contact will be associated with the payment methods, and all transactions will be processed against it.
Step 3: Configure Markups
Proceed to set your desired markup percentages or amounts for reselling and rebilling.
Step 4: Fund the Wallet
The client must add funds to their wallet. Once this is complete, the setup is finished, and all applicable payments will be processed from the wallet balance.