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Unified Payment Options Across All SaaS Locations

Standardized checkout in GHL Customer Care aligns SaaS V1/V2. Agencies get Card, Wallet, and Charge to Agency; locations get Card and Wallet. Wallets enabled.

2 min read409 words3 explained imagesUpdated Tue, 14 Oct, 2025 at 10:12 AM
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  1. Key Benefits of Unified Payment Options
  2. Payment Methods Overview
  3. Frequently Asked Questions
  4. Related Articles

Unified Payment Options brings seamless, flexible billing to every SaaS location in GHL Customer Care. Whether you manage multiple sub-accounts or one location, you can now choose to pay with a saved card, wallet credits, or (for agencies) the agency card. No more version-specific quirks!

TABLE OF CONTENTS

Overview of Unified Payment Options

Unified Payment Options standardizes and enhances payment choices across SaaS V1 and V2 so both agency and location users see a consistent, role‑based checkout with wallet and card support at every SaaS location. Unified Payment Options aligns the payment flow across versions. All SaaS locations will now support wallet and card-based payments, ensuring consistency and flexibility

Agency users have access to Pay using Card, Pay using Wallet, and Pay using Agency Card.

Location users have access to Pay using Card and Pay using Wallet.

Key Benefits of Unified Payment Options

  • Aligned Experience: Checkout flows are consistent across SaaS V1 and V2.
  • Clear Role Visibility: Agency and location users see only the options intended for them.
  • Wallet Availability: Wallet payments are enabled across all SaaS locations.
  • Removed Inconsistencies: Prior differences between V1 and V2 payment methods were resolved for a smoother experience.

Payment Methods Overview

A quick look at how each payment option:

  • Pay using Card: Charges the primary card stored under Settings → Billing.
    Step 1 of 3: Pay using Card: Charges the primary card stored under Settings → Billing What this shows Step 1 of 3: Pay using Card: Charges the primary card stored under Settings → Billing. What this shows Shows what this covers for step 1 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". This screenshot accompanies step 1 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Card: Charges the primary card stored under Settings → Billing. The next step is to pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold. Step 1 of 3Image 1 of 3 What this coversPay using Card: Charges the primary card stored under Settings → Billing.
    Buttons and menus referenced SettingsBilling
    Next stepPay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    All 3 steps in this procedure
    1. Pay using Card: Charges the primary card stored under Settings → Billing. this image
    2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
  • Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    Step 2 of 3: Pay using Wallet: Deducts from pre-loaded credits; auto-reload… What this shows Step 2 of 3: Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold. What this shows Shows what this covers for step 2 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". This screenshot accompanies step 2 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold. The next step is to pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file. Step 2 of 3Image 2 of 3 What this coversPay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    Buttons and menus referenced SettingsBilling
    Next stepPay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
    All 3 steps in this procedure
    1. Pay using Card: Charges the primary card stored under Settings → Billing.
    2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold. this image
    3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
  • Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
    Step 3 of 3: Pay using Agency Card: Only visible to agency-level users… What this shows Step 3 of 3: Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file. What this shows Shows what this covers for step 3 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". This screenshot accompanies step 3 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file. Step 3 of 3Image 3 of 3 What this coversPay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
    Buttons and menus referenced SettingsBilling
    All 3 steps in this procedure
    1. Pay using Card: Charges the primary card stored under Settings → Billing.
    2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file. this image

Frequently Asked Questions

Q: Can my client accidentally use the Agency Card?

No. Location users never see the Agency Card button; they only see their own wallet and card options.

Q: How do I adjust my wallet’s auto-reload threshold?

Go to Settings → Billing → Wallets & Transactions → Auto-Recharge.

Q: Is the Agency Card charge ever shown to my client?

No. Charges routed to the Agency Card do not appear on location invoices.

Q: Do I need to migrate anything to see the new checkout?
No. Payment flows are aligned across SaaS V1 and V2 automatically.

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