# Activate SaaS Mode, Request Payment, and Configure Phone Rebilling

> With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation.



Phone Rebilling is a feature that allows businesses to automate the process of billing their clients

- Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/activate-saas-mode-request-payment-and-configure-phone-rebilling
- Section: SaaS Configurator / Saas Mode
- Reading time: 3 min
- Images: 11, each explained below
- Modified on Wed, 16 Aug, 2023 at 3:13 PM

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With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation.

Phone Rebilling is a feature that allows businesses to automate the process of billing their clients for phone usage. The feature integrates with the phone system and bills the clients automatically after applying a multiplier to the charges paid to the Phone System by the agency, saving time, reducing errors, and earning some profit for the Agency.

#### **Covered in this Article**

#### [**SAAS mode Activation (Request Payment>>Phone Rebilling Config)**](#saas-mode-activation-request-payment-phone-rebilling-config)

#### [**Phone Rebilling on Freelancer Plans (297/month & 2970/year)**](#phone-rebilling-on-freelancer-plans-297-month-and-2970-year-2)

#### [How do I know which sub-accounts can be rebilled for phone usage?](#how-do-i-know-which-sub-accounts-can-be-rebilled-for-phone-usage) 

#### [How do I enable phone rebilling?](#how-do-i-enable-phone-rebilling-2)

#### [How does rebilling work?](#how-does-rebilling-work-2)

#### [How can I check my Agency's usage?](#how-can-i-check-my-agencys-usage-2)

#### [How can my client check their usage?](#how-can-my-client-check-their-usage-2)

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## **SAAS mode Activation (Request Payment>>Phone Rebilling Config)**

**Please Note**

As of 25th January 2023. Phone Rebilling is also available on the $**297/Month and $2970/year plans!** But only for sub-accounts that are using LeadConnector Phone, not Twilio.

This video covers the **$497/month process and $4970/Year Pro Plan Clients.**

Before you start with this tutorial, you'll want to **connect your Stripe account to your Agency account if you haven't already****.**

With Phase 2 of SaaS mode, you can activate SaaS mode for specific sub-accounts, request a credit card from your clients via links or connect an existing client from your Stipe account, and configure Twilio rebilling so your clients pre-pay for their Twilio usage. You generate a profit from their credits.

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## **Phone Rebilling on Freelancer Plans (297/month & 2970/year)**

From **January 25th, 2023,** onwards, our agencies on the Freelancer plan (aka Agency Unlimited plan, 297/month or 2970/year) will be able to rebill phone costs to their clients (sub-accounts).

**This only works if your client is using LC Phone (and NOT Twilio) [Click Here](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-do-i-migrate-my-agency-and-sub-account-over-to-lc-phone) to learn how to move an account over to the LeadConnector Phone System.**

Agencies on the freelancer plan can NOT mark the costs up. Rebilling at markup is only available on the Pro Plan. However, freelancer plan subaccounts will continue to benefit from a 10% discount because what [LC Phone charges is already 10% cheaper than Twilio in most categories like phone numbers, US/Canada SMS and calling, etc](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/phone-system-pricing-billing-guide).

The sub-account must contain at least one account admin (not to be confused with agency admin) to add/manage your client's payment method.

### **How do I know which sub-accounts can be rebilled for phone usage?** 

Please head over to **Agency Level -> Settings -> Phone Integration**

![How do I know which sub-accounts can be rebilled for phone usage? (image 1 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155005372571/original/l4eoQvcC4lki3QNwUDjFsvS9-jJzzbFAGw.png)

**How do I know which sub-accounts can be rebilled for phone usage? (image 1 of 11)**

This screenshot appears in the "How do I know which sub-accounts can be rebilled for phone usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head over to Agency Level -> Settings -> Phone Integration. Immediately after, the guide continues: A sub-account can fall into any one of the following conditions.
- What this covers: Please head over to Agency Level -> Settings -> Phone Integration
- Next: A sub-account can fall into any one of the following conditions

Full procedure:

1. Phone rebilling enabled - You are rebilling phone related costs to your clients
2. Phone rebilling can be enabled - To rebill phone costs to your client, please go to the manage client page and turn on phone rebilling.
3. Phone rebilling disabled - Use LeadConnector phone on this sub-account to rebill phone related costs to your clients.

A sub-account can fall into any one of the following conditions

1.  Phone rebilling enabled - You are rebilling phone related costs to your clients
2.  Phone rebilling can be enabled - To rebill phone costs to your client, please go to the manage client page and turn on phone rebilling.
3.  Phone rebilling disabled - Use LeadConnector phone on this sub-account to rebill phone related costs to your clients.

### **How do I enable phone rebilling?**

You can navigate to the Manage Client page from here:

![How do I enable phone rebilling? (image 2 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155005372716/original/QXpMTNeeHFa5tWMxtYbPseekjVIWWPpBwg.png)

**How do I enable phone rebilling? (image 2 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: You can navigate to the Manage Client page from here. Immediately after, the guide continues: Or from Agency Sidebar> Sub-Accounts>Scroll to the account.
- What this covers: You can navigate to the Manage Client page from here:
- Controls: I already have this customer in Stripe, Please Note
- Next: Or from Agency Sidebar> Sub-Accounts>Scroll to the account:

Or from **Agency Sidebar> Sub-Accounts>Scroll to the account:**

![How do I enable phone rebilling? (image 3 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279505825/original/KxIYiI_VCmna-tpUgpZSSH91ugjOTEF_wg.png)

**How do I enable phone rebilling? (image 3 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Or from Agency Sidebar> Sub-Accounts>Scroll to the account. The navigation path used here is Agency Sidebar > Sub-Accounts > Scroll. Immediately after, the guide continues: Phone System Resell Settings and enable this toggle.

- Path: Agency Sidebar > Sub-Accounts > Scroll
- Where to go: Or from Agency Sidebar> Sub-Accounts>Scroll to the account:
- Controls: I already have this customer in Stripe, Please Note
- Next: Phone System Resell Settings and enable this toggle:

Scroll down to **Phone System Resell Settings and enable this toggle:**  
**

![How do I enable phone rebilling? (image 4 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279506392/original/ZXstew2iZ3ySg7sFVf2BxK9mtHpJTtP9mA.png)

**How do I enable phone rebilling? (image 4 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Phone System Resell Settings and enable this toggle. Immediately after, the guide continues: It will then ask for the method by which you want to ask your client to add a Payment Method.
- What to choose: Phone System Resell Settings and enable this toggle:
- Controls: I already have this customer in Stripe, Please Note
- Next: It will then ask for the method by which you want to ask your client to add a Payment Method:

**

It will then ask for the method by which you want to ask your client to add a Payment Method:

![How do I enable phone rebilling? (image 5 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279506615/original/F0wBbHtIEUIF-u5KB9ra0FsWRYLrtS_5og.png)

**How do I enable phone rebilling? (image 5 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: It will then ask for the method by which you want to ask your client to add a Payment Method. Immediately after, the guide continues: If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe.
- What this covers: It will then ask for the method by which you want to ask your client to add a Payment Method:
- Controls: I already have this customer in Stripe, Please Note
- Next: If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe.,

If the client already exists on your Stripe account, you can choose **I already have this customer in Stripe** and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe.,

At this point your client can add their payment method by going to **Sub-Account Level -> Settings -> Company Billing page.**

**Please Note**

Agencies must not add their own card here. It needs to be your client's card.

![How do I enable phone rebilling? (image 6 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279507415/original/ktFv9ih-M-dQOxfjOa5wV7VnSOlS1VAfXw.png)

**How do I enable phone rebilling? (image 6 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Agencies must not add their own card here. It needs to be your client's card. Immediately after, the guide continues: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area.
- What this covers: Agencies must not add their own card here. It needs to be your client's card.
- Controls: I already have this customer in Stripe, Please Note
- Next: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area.

Once your client has added their card, you can enable the rebilling option for them in the Manage Client area.

![How do I enable phone rebilling? (image 7 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279507827/original/ZyyGFQpvQNhgIl4UPDx80CqVLA1OiY_ZwA.png)

**How do I enable phone rebilling? (image 7 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area. Immediately after, the guide continues: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.
- What this covers: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area.
- Controls: I already have this customer in Stripe, Please Note
- Next: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.

As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.

![How do I enable phone rebilling? (image 8 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279508062/original/ACzhbrzH5Xcs5MocCk7aEUrVJuMXY9zMQA.png)

**How do I enable phone rebilling? (image 8 of 11)**

This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges. Immediately after, the guide continues: You, the Agency, get billed from the CRM for LC usage.
- What this covers: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.
- Controls: I already have this customer in Stripe, Please Note
- Next: You, the Agency, get billed from the CRM for LC usage

### **How does rebilling work?**

You, the Agency, get billed from the CRM for LC usage

Your client gets billed from your Stripe account for Phone Rebilling

![How does rebilling work? (image 9 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279508254/original/ccs7nVyaCEXRT1JCyHfZmWWunXGIi2Rkew.png)

**How does rebilling work? (image 9 of 11)**

This screenshot appears in the "How does rebilling work?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Your client gets billed from your Stripe account for Phone Rebilling. Immediately after, the guide continues: Please head to Agency Level -> Settings -> Billing and click on See Details in the credits section.
- What this covers: Your client gets billed from your Stripe account for Phone Rebilling
- Next: Please head to Agency Level -> Settings -> Billing and click on See Details in the credits section.

### **How can I check my Agency's usage?**

 Please head to **Agency Level -> Settings -> Billing** and click on See Details in the credits section.

[How do I analyze my Agency's Spending on LC Communications?](https://docs.ghlcustomercare.com/docs/email/lc-communication-billing/how-to-analyze-an-agency-s-spending-on-lc-communications)

### **How can my client check their usage?**

Please head to **Sub-Account Level -> Settings -> Company Billing** and click on See Details in the credits section.

![How can my client check their usage? (image 10 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279508820/original/l4SPjIfLsBcssCOMzTDbDPIf7MpBOvGUJw.png)

**How can my client check their usage? (image 10 of 11)**

This screenshot appears in the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.
- What to click: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.

![How can my client check their usage? (image 11 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48279508968/original/OZI_RIfl45UonFfyBJ5hgHExQKP6197OPw.png)

**How can my client check their usage? (image 11 of 11)**

This screenshot appears in the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.
- What to click: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com