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Reselling and Rebilling through SaaS V2 Payment Providers

The SaaS V2 system allows you to bill clients via your agency sub-account. That goes for SaaS subscriptions, reselling, and rebilling. This document…

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  1. Reselling Using Sub-Account Wallet
  2. Rebilling Using Sub-Account Wallet
  3. How to Enable Reselling and Rebilling for V2 Sub-Accounts?
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

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:

  • Whatsapp
  • Prospecting
  • Client Portal
  • Listings (Yext)
  • Wordpress
  • AI Employee
  • SEO
  • Workflow Pro
  • Ad Manager
  • Marketplace Apps

Products not yet supported:

  • Email IP

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:

  1. Phone System
  2. Email
  3. LC - Premium Triggers & Actions
  4. LC Email Verification
  5. Content AI
  6. Workflow AI
  7. Conversation and Voice AI
  8. Whatsapp Conversation
  9. Reviews AI
  10. Domain Purchase
  11. Auto-Complete Address
  12. Funnel AI

How to Enable Reselling and Rebilling for V2 Sub-Accounts?

  1. 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.
    Step 1 of 5: Step-1: On the Manage Client page while enabling reselling or… What this shows Step 1 of 5: Step-1: On the Manage Client page while enabling reselling or rebilling, select the payment provider of your choice. What this shows Shows what to choose for step 1 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". This screenshot accompanies step 1 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". At this point in the walkthrough you 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. The next step is to 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. Step 1 of 5Image 1 of 5 What to chooseStep-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.
    Buttons and menus referenced Manage Client
    Next stepStep-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.
    All 5 steps in this procedure
    1. 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. this image
    2. 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.
    3. Step-3: Proceed to set reselling and rebilling markups.
    4. Step-4: The client needs to recharge their wallet.
    5. You're all set. All payments will be processed from the client's wallet.
  2. 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.
    Step 2 of 5: Step-2: Choose a contact or create new contact. This contact will be… What this shows Step 2 of 5: Step-2: Choose a contact or create new contact. What this shows Shows what to choose for step 2 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". This screenshot accompanies step 2 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". At this point in the walkthrough you 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. The next step is to step-3: Proceed to set reselling and rebilling markups. Step 2 of 5Image 2 of 5 What to chooseStep-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.
    Buttons and menus referenced Manage Client
    Next stepStep-3: Proceed to set reselling and rebilling markups.
    All 5 steps in this procedure
    1. 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.
    2. 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. this image
    3. Step-3: Proceed to set reselling and rebilling markups.
    4. Step-4: The client needs to recharge their wallet.
    5. You're all set. All payments will be processed from the client's wallet.
  3. Step-3: Proceed to set reselling and rebilling markups.
    Step 3 of 5: Step-3: Proceed to set reselling and rebilling markups What this shows Step 3 of 5: Step-3: Proceed to set reselling and rebilling markups. What this shows Shows what this covers for step 3 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". This screenshot accompanies step 3 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". At this point in the walkthrough you step-3: Proceed to set reselling and rebilling markups. The next step is to step-4: The client needs to recharge their wallet. Step 3 of 5Image 3 of 5 What this coversStep-3: Proceed to set reselling and rebilling markups.
    Buttons and menus referenced Manage Client
    Next stepStep-4: The client needs to recharge their wallet.
    All 5 steps in this procedure
    1. 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.
    2. 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.
    3. Step-3: Proceed to set reselling and rebilling markups. this image
    4. Step-4: The client needs to recharge their wallet.
    5. You're all set. All payments will be processed from the client's wallet.
    Step 3 of 5: Step-3: Proceed to set reselling and rebilling markups What this shows Step 3 of 5: Step-3: Proceed to set reselling and rebilling markups. What this shows Shows what this covers for step 3 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". This screenshot accompanies step 3 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". At this point in the walkthrough you step-3: Proceed to set reselling and rebilling markups. The next step is to step-4: The client needs to recharge their wallet. Step 3 of 5Image 4 of 5 What this coversStep-3: Proceed to set reselling and rebilling markups.
    Buttons and menus referenced Manage Client
    Next stepStep-4: The client needs to recharge their wallet.
    All 5 steps in this procedure
    1. 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.
    2. 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.
    3. Step-3: Proceed to set reselling and rebilling markups. this image
    4. Step-4: The client needs to recharge their wallet.
    5. You're all set. All payments will be processed from the client's wallet.
  4. Step-4: The client needs to recharge their wallet.
    Step 4 of 5: Step-4: The client needs to recharge their wallet What this shows Step 4 of 5: Step-4: The client needs to recharge their wallet. What this shows Shows what this covers for step 4 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". This screenshot accompanies step 4 of 5 in the "How to Enable Reselling and Rebilling for V2 Sub-Accounts?" section of "Reselling and Rebilling through SaaS V2 Payment Providers". At this point in the walkthrough you step-4: The client needs to recharge their wallet. The next step is to you're all set. All payments will be processed from the client's wallet. Step 4 of 5Image 5 of 5 What this coversStep-4: The client needs to recharge their wallet.
    Buttons and menus referenced Manage Client
    Next stepYou're all set. All payments will be processed from the client's wallet.
    All 5 steps in this procedure
    1. 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.
    2. 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.
    3. Step-3: Proceed to set reselling and rebilling markups.
    4. Step-4: The client needs to recharge their wallet. this image
    5. You're all set. All payments will be processed from the client's wallet.
  5. You're all set. All payments will be processed from the client's wallet.

Frequently asked questions

How to Enable Reselling and Rebilling for V2 Sub-Accounts?
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. 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. Step-3: Proceed to set reselling and rebilling markups. Step-4: The client needs to recharge their wallet. You're all set. All payments will be processed from the client's wallet.

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