SaaS Bulk Rebilling Setup for Multiple Sub-Accounts
Learn how to apply usage‑based markups to multiple GHL Customer Care sub‑accounts in one go. Save time, maintain pricing consistency, and scale your agency with ease.
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This article will show you how to configure rebilling markups in bulk for multiple sub-accounts using GHL Customer Care. This powerful feature helps agencies save time, maintain consistent pricing, and scale efficiently across large account lists.
The Bulk Rebilling Markup Configuration feature allows agencies to set rebilling markups across multiple sub-accounts at the same time. Previously, agencies had to configure each account individually, which was time-consuming and prone to errors. Now, you can apply standardized markup logic to dozens or even hundreds of sub-accounts instantly, making it easier to monetize services consistently and efficiently.
Key Benefits of Bulk Rebilling Markup Configuration
Applying markups in bulk streamlines your billing operations and enforces uniform pricing policies across your client base.
Time Efficiency: Eliminate repetitive per-account edits and reclaim hours each month
Revenue Consistency: Apply identical markup logic to every client, ensuring predictable and consistent margins
Operational Scalability: Roll out new services or price changes to hundreds of accounts in at once
Error Reduction: Centralized settings decrease the risk of mismatched or forgotten markups
Onboarding Speed: Pair bulk rebilling with automated SaaS onboarding to get new clients live faster
Bulk Action History
Every bulk job is logged in Bulk Action History. Here you can track status, drill into past actions and (when supported) roll back or re‑run the action. This audit trail helps your team verify changes and troubleshoot edge cases without guessing which accounts were updated. To access to Bulk Action History, click the Clock Icon located next to Bulk Actions on the Sub-Accounts page.
Bulk Action History (image 1 of 6)What this shows For more information on Bulk Action History, see How to manage SaaS sub-accounts in bulk with ease?What this showsIllustrates the "Bulk Action History" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Bulk Action History" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: For more information on Bulk Action History, see How to manage SaaS sub-accounts in bulk with ease? Immediately after, the guide continues: Configuring rebilling markups in bulk is designed to be intuitive and quick, even when managing large numbers of accounts.Image 1 of 6What this coversFor more information on Bulk Action History, see How to manage SaaS sub-accounts in bulk with ease?
Buttons and menus referencedBulk Action HistoryClock IconBulk ActionsSub-Accounts
Next stepConfiguring rebilling markups in bulk is designed to be intuitive and quick, even when managing large numbers of accounts.
How To Configure Bulk Rebilling Markups
Configuring rebilling markups in bulk is designed to be intuitive and quick, even when managing large numbers of accounts.
Step 1: Select Sub-Accounts
From the Agency Dashboard, click Sub‑Accounts
Check the box beside each sub‑account you want to update (use filters or Select All for large batches)
Step 1: Select Sub-Accounts (image 2 of 6)What this shows From the Agency Dashboard, click Sub‑Accounts Check the box beside each sub‑account you want to update (use filters or Select All for…What this showsIllustrates the "Step 1: Select Sub-Accounts" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Step 1: Select Sub-Accounts" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: From the Agency Dashboard, click Sub‑Accounts Check the box beside each sub‑account you want to update (use filters or Select All for large batches). This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Click Bulk Actions in the upper‑right corner Choose Enable Rebilling from the drop‑down menu.Image 2 of 6What to chooseFrom the Agency Dashboard, click Sub‑Accounts Check the box beside each sub‑account you want to update (use filters or Select All for large batches)
Fields in this part of the guideFrom the Agency Dashboard, click Sub‑Accounts
Buttons and menus referencedSub‑AccountsSelect All
Next stepClick Bulk Actions in the upper‑right corner Choose Enable Rebilling from the drop‑down menuAll 2 steps in this procedure
From the Agency Dashboard, click Sub‑Accounts
Check the box beside each sub‑account you want to update (use filters or Select All for large batches)
Step 2: Bulk Action
Click Bulk Actions in the upper‑right corner
Choose Enable Rebilling from the drop‑down menu
Step 2: Bulk Action (image 3 of 6)What this shows Click Bulk Actions in the upper‑right corner Choose Enable Rebilling from the drop‑down menuWhat this showsIllustrates the "Step 2: Bulk Action" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Step 2: Bulk Action" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: Click Bulk Actions in the upper‑right corner Choose Enable Rebilling from the drop‑down menu. Immediately after, the guide continues: In the pop‑up, select your connected payment provider, such as Stripe,and click Continue If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect Stripe.Image 3 of 6What to chooseClick Bulk Actions in the upper‑right corner Choose Enable Rebilling from the drop‑down menu
Buttons and menus referencedBulk ActionsEnable Rebilling
Next stepIn the pop‑up, select your connected payment provider, such as Stripe,and click Continue If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect StripeAll 2 steps in this procedure
Click Bulk Actions in the upper‑right corner
Choose Enable Rebilling from the drop‑down menu
Step 3: Choose Payment Provider
In the pop‑up, select your connected payment provider, such as Stripe,and click Continue
If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect Stripe
Step 3: Choose Payment Provider (image 4 of 6)What this shows In the pop‑up, select your connected payment provider, such as Stripe,and click Continue If no payment provider is currently connected…What this showsIllustrates the "Step 3: Choose Payment Provider" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Step 3: Choose Payment Provider" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: In the pop‑up, select your connected payment provider, such as Stripe,and click Continue If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect Stripe. Immediately after, the guide continues: The Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.) Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services Adjust the individual….Image 4 of 6What to chooseIn the pop‑up, select your connected payment provider, such as Stripe,and click Continue If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect Stripe
Buttons and menus referencedContinue
Next stepThe Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.) Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services Adjust the individual sliders for fine‑grained control over each individual service Click the Arrow icon next to each service to view the rate breakdownAll 2 steps in this procedure
In the pop‑up, select your connected payment provider, such as Stripe,and click Continue
If no payment provider is currently connected, set this up first. For more info on setting up a payment provider, see Getting Started - Connect Stripe
Step 4: Configure Markups
The Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.)
Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services
Adjust the individual sliders for fine‑grained control over each individual service
Click the Arrow icon next to each service to view the rate breakdown
Step 4: Configure Markups (image 5 of 6)What this shows The Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.) Drag the global slider (Enable rebilling on…What this showsIllustrates the "Step 4: Configure Markups" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Step 4: Configure Markups" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: The Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.) Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services Adjust the individual sliders for fine‑grained control over each individual…. Immediately after, the guide continues: A summary dialog displays the number of selected sub‑accounts Verify details, then click Enable Rebilling to confirm.Image 5 of 6What to clickThe Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.) Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services Adjust the individual sliders for fine‑grained control over each individual service Click the Arrow icon next to each service to view the rate breakdown
Buttons and menus referencedConfigure Rebilling ServicesArrow
Next stepA summary dialog displays the number of selected sub‑accounts Verify details, then click Enable Rebilling to confirmAll 4 steps in this procedure
The Configure Rebilling Services modal lists each usage‑based service (Phone, Email, AI, etc.)
Drag the global slider (Enable rebilling on all services and apply same markup)to set one multiplier across all services
Adjust the individual sliders for fine‑grained control over each individual service
Click the Arrow icon next to each service to view the rate breakdown
Step 5: Confirm Action
A summary dialog displays the number of selected sub‑accounts
Verify details, then click Enable Rebilling to confirm
Step 5: Confirm Action (image 6 of 6)What this shows A summary dialog displays the number of selected sub‑accounts Verify details, then click Enable Rebilling to confirmWhat this showsIllustrates the "Step 5: Confirm Action" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts".This screenshot appears in the "Step 5: Confirm Action" section of "SaaS Bulk Rebilling Setup for Multiple Sub-Accounts". The text alongside this image reads: A summary dialog displays the number of selected sub‑accounts Verify details, then click Enable Rebilling to confirm. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: If a sub-account already has a card on file, rebilling will activate immediately with the new markup settings.Image 6 of 6How to confirmA summary dialog displays the number of selected sub‑accounts Verify details, then click Enable Rebilling to confirm
Fields in this part of the guideVerify details, then click Enable Rebilling to confirm
Buttons and menus referencedEnable Rebilling
Next stepIf a sub-account already has a card on file, rebilling will activate immediately with the new markup settingsAll 2 steps in this procedure
A summary dialog displays the number of selected sub‑accounts
Verify details, then click Enable Rebilling to confirm
Step 6: Verify Rebilling Activation
If a sub-account already has a card on file, rebilling will activate immediately with the new markup settings
If a sub-account does not yet have a payment method, a customer profile will be created with your selected payment provider. Once the sub-account admin adds a card, rebilling will automatically activate using the predefined markups.
Important Notes and Best Practices
Understanding these operational details will help you avoid potential issues and maximize the efficiency of this feature.
Sub-accounts without a payment method will not start rebilling until a card is added, but your markup configurations will be saved and ready.
Double-check markup percentages to align with your agency’s overall pricing and profitability goals.
Audit your markup configurations periodically to ensure all sub-accounts stay consistent with your current policies.
Consider creating internal SOPs to pair this feature with standardized onboarding flows for new sub-accounts.
Frequently Asked Questions
Q: Can I update markups individually after using bulk configuration? Yes! You can always adjust or override markups on an individual sub-account basis later if needed.
Q: What happens if a sub-account already has custom markup settings? Bulk configuration will overwrite existing markups with the new bulk settings you specify.
Q: Can I bulk disable rebilling instead of setting it? This feature is designed for enabling and configuring markups in bulk. Disabling must be done individually.
Q: Will rebilling auto-enable for accounts without a card on file? Rebilling will auto-enable as soon as the sub-account admin adds a card to their profile.
