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This article provides a comprehensive guide to managing billing within GHL Customer Care sub-accounts. Learn how to handle subscriptions, payments, and wallet balances effectively using the intuitive interface designed for seamless financial management.
The Billing section within each sub-account serves as the central hub for all financial activities. It offers a user-friendly interface to:
Manage Subscriptions
Payment Methods
Billing Information
Transaction History
Wallet Balances.
This centralized approach ensures that all billing-related tasks are accessible and manageable in one place. To access the Billing Dashboard, go to Settings > Billing.
Overview of Billing Dashboard (image 1 of 10)What this shows This centralized approach ensures that all billing-related tasks are accessible and manageable in one place.What this showsIllustrates the "Overview of Billing Dashboard" section of "Account Billing Dashboard".This screenshot appears in the "Overview of Billing Dashboard" section of "Account Billing Dashboard". The text alongside this image reads: This centralized approach ensures that all billing-related tasks are accessible and manageable in one place. To access the Billing Dashboard, go to Settings > Billing. The navigation path used here is Settings > Billing. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: In the Billing section, you can oversee all active subscriptions associated with the sub-account, including.Path: Settings > BillingImage 1 of 10What this coversThis centralized approach ensures that all billing-related tasks are accessible and manageable in one place. To access the Billing Dashboard, go to Settings > Billing.
Fields in this part of the guideManage SubscriptionsPayment MethodsBilling InformationTransaction History
Buttons and menus referencedSettings > Billing
Next stepIn the Billing section, you can oversee all active subscriptions associated with the sub-account, including:All 5 steps in this procedure
Manage Subscriptions
Payment Methods
Billing Information
Transaction History
Wallet Balances.
Manage Subscriptions
In the Billing section, you can oversee all active subscriptions associated with the sub-account, including:
SaaS Subscriptions: Manage software-as-a-service subscriptions tailored to your business needs.
Reselling Subscriptions: Handle subscriptions related to reselling services.
Marketplace App Subscriptions: Oversee subscriptions for various marketplace applications integrated into your workflow.
This consolidated view allows for efficient monitoring and management of all your subscriptions.
Manage Subscriptions (image 2 of 10)What this shows This consolidated view allows for efficient monitoring and management of all your subscriptions.What this showsIllustrates the "Manage Subscriptions" section of "Account Billing Dashboard".This screenshot appears in the "Manage Subscriptions" section of "Account Billing Dashboard". The text alongside this image reads: This consolidated view allows for efficient monitoring and management of all your subscriptions. Immediately after, the guide continues: The Payment Methods area enables you to.Image 2 of 10What this coversThis consolidated view allows for efficient monitoring and management of all your subscriptions.Next stepThe Payment Methods area enables you to:All 3 steps in this procedure
SaaS Subscriptions: Manage software-as-a-service subscriptions tailored to your business needs.
Reselling Subscriptions: Handle subscriptions related to reselling services.
Marketplace App Subscriptions: Oversee subscriptions for various marketplace applications integrated into your workflow.
Payment Methods
The Payment Methods area enables you to:
Add New Cards: Introduce new payment methods as needed.
Delete Existing Cards: Remove outdated or unused payment methods.
Set Primary Card: Designate a default card for all transactions to ensure seamless billing processes.
This flexibility in managing payment methods ensures that your billing preferences are always up to date.
Payment Methods (image 3 of 10)What this shows This flexibility in managing payment methods ensures that your billing preferences are always up to date.What this showsIllustrates the "Payment Methods" section of "Account Billing Dashboard".This animation appears in the "Payment Methods" section of "Account Billing Dashboard". The text alongside this image reads: This flexibility in managing payment methods ensures that your billing preferences are always up to date. Immediately after, the guide continues: Maintaining accurate billing information is crucial for compliance and successful transactions. Within the Billing section, you can.Image 3 of 10What this coversThis flexibility in managing payment methods ensures that your billing preferences are always up to date.Next stepMaintaining accurate billing information is crucial for compliance and successful transactions. Within the Billing section, you can:All 3 steps in this procedure
Add New Cards: Introduce new payment methods as needed.
Delete Existing Cards: Remove outdated or unused payment methods.
Set Primary Card: Designate a default card for all transactions to ensure seamless billing processes.
Update Billing Information
Maintaining accurate billing information is crucial for compliance and successful transactions. Within the Billing section, you can:
Update Billing Address: Modify your billing address to reflect current information, which is essential in regions where accurate billing details are mandatory for recurring products.
This feature empowers you to keep your billing information current without external assistance.
Update Billing Information (image 4 of 10)What this shows This feature empowers you to keep your billing information current without external assistance.What this showsIllustrates the "Update Billing Information" section of "Account Billing Dashboard".This animation appears in the "Update Billing Information" section of "Account Billing Dashboard". The text alongside this image reads: This feature empowers you to keep your billing information current without external assistance. Immediately after, the guide continues: Transparency in financial transactions is vital. The Billing section provides.Image 4 of 10What this coversThis feature empowers you to keep your billing information current without external assistance.Next stepTransparency in financial transactions is vital. The Billing section provides:
View Charges and Transaction History
Transparency in financial transactions is vital. The Billing section provides:
Detailed Charges Overview: Access a comprehensive list of all charges incurred.
Invoices: Review invoice details, identify the products associated with each charge, and download invoices when needed.
Transaction History: Review past transactions to monitor spending and manage finances effectively.
View and Manage Invoices (image 5 of 10)What this shows Detailed Charges Overview: Access a comprehensive list of all charges incurred.What this showsIllustrates the "View and Manage Invoices" section of "Account Billing Dashboard".This screenshot appears in the "View and Manage Invoices" section of "Account Billing Dashboard". The text alongside this image reads: Detailed Charges Overview: Access a comprehensive list of all charges incurred. Invoices: Review invoice details, identify the products associated with each charge, and download invoices when needed. Transaction History: Review past transactions to monitor spending and manage finances effectively. Immediately after, the guide continues: The invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.Image 5 of 10What this coversDetailed Charges Overview: Access a comprehensive list of all charges incurred. Invoices: Review invoice details, identify the products associated with each charge, and download invoices when needed. Transaction History: Review past transactions to monitor spending and manage finances effectively.Next stepThe invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.View and Manage Invoices
The invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.
View and Manage Invoices (image 6 of 10)What this shows The invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.What this showsIllustrates the "View and Manage Invoices" section of "Account Billing Dashboard".This screenshot appears in the "View and Manage Invoices" section of "Account Billing Dashboard". The text alongside this image reads: The invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice. Immediately after, the guide continues: The Products column shows the product name associated with each invoice.Image 6 of 10What this coversThe invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.Next stepThe Products column shows the product name associated with each invoice.
Identify Products on an Invoice
The Products column shows the product name associated with each invoice.
For invoices that contain multiple products, the first product name appears with a +n badge showing the number of additional products. Hover over the badge to view all product names included on the invoice.
Invoices with one product show only the product name. Long product names may appear truncated with an ellipsis to preserve the table layout.
Identify Products on an Invoice (image 7 of 10)What this shows Invoices with one product show only the product name.What this showsIllustrates the "Identify Products on an Invoice" section of "Account Billing Dashboard".This screenshot appears in the "Identify Products on an Invoice" section of "Account Billing Dashboard". The text alongside this image reads: Invoices with one product show only the product name. Long product names may appear truncated with an ellipsis to preserve the table layout. Immediately after, the guide continues: The Transaction ID identifies each invoice row in the invoice list.Image 7 of 10What this coversInvoices with one product show only the product name. Long product names may appear truncated with an ellipsis to preserve the table layout.
Buttons and menus referenced+n
Next stepThe Transaction ID identifies each invoice row in the invoice list.
View and Copy the Transaction ID
The Transaction ID identifies each invoice row in the invoice list.
The ID appears truncated in the table. Click the copy icon next to the Transaction ID to copy the full ID to your clipboard.
You can also view the full Transaction ID from the invoice details.
View and Copy the Transaction ID (image 8 of 10)What this shows You can also view the full Transaction ID from the invoice details.What this showsIllustrates the "View and Copy the Transaction ID" section of "Account Billing Dashboard".This screenshot appears in the "View and Copy the Transaction ID" section of "Account Billing Dashboard". The text alongside this image reads: You can also view the full Transaction ID from the invoice details. Immediately after, the guide continues: Click View for an invoice to open its details without automatically downloading the invoice PDF.Image 8 of 10What this coversYou can also view the full Transaction ID from the invoice details.Next stepClick View for an invoice to open its details without automatically downloading the invoice PDF.
View Invoice Details
Click View for an invoice to open its details without automatically downloading the invoice PDF.
The invoice details include:
* Invoice ID
* Invoice type
* Date
* Amount
* Card
* Status
* Products
You can close the invoice details by clicking the X or clicking outside the modal.
View or Download an Invoice
From the invoice details, you can choose either of the following actions:
View or Download an Invoice (image 9 of 10)What this shows From the invoice details, you can choose either of the following actions:What this showsIllustrates the "View or Download an Invoice" section of "Account Billing Dashboard".This screenshot appears in the "View or Download an Invoice" section of "Account Billing Dashboard". The text alongside this image reads: From the invoice details, you can choose either of the following actions. Immediately after, the guide continues: View in Stripe: Opens the Stripe invoice in a new browser tab.Image 9 of 10What to chooseFrom the invoice details, you can choose either of the following actions:Next stepView in Stripe: Opens the Stripe invoice in a new browser tab.
View in Stripe: Opens the Stripe invoice in a new browser tab.
Download Invoice: Downloads the invoice as a PDF.
Identify External Charges
Invoices and products that originate outside the GHL Customer Care platform display an External badge in both the invoice list and invoice details.
Use this badge to distinguish external charges from charges originating within GHL Customer Care.
Understanding Wallet Balances
The Wallet feature allows you to add a bulk amount of money to your account in a single transaction, and that money is then converted into credits. When you use services that would cost your account money, you would spend credits instead.
Once your wallet credits go below a certain amount (determined by the account user/owner), your default credit card will automatically be charged and more credits will be added to your wallet, preventing any interruption from paid services.
Some of the benefits of the wallet system are:
View Current Balance: See your available funds at a glance.
Monitor Complimentary Credits: Track any complimentary credits provided.
Manage Funds: Add funds to your wallet to ensure uninterrupted services.
Understanding Wallet Balances (image 10 of 10)What this shows View Current Balance: See your available funds at a glance.What this showsIllustrates the "Understanding Wallet Balances" section of "Account Billing Dashboard".This screenshot appears in the "Understanding Wallet Balances" section of "Account Billing Dashboard". The text alongside this image reads: View Current Balance: See your available funds at a glance. Monitor Complimentary Credits: Track any complimentary credits provided. Manage Funds: Add funds to your wallet to ensure uninterrupted services. Immediately after, the guide continues: Q: Why aren’t my customers receiving receipts for wallet reloads or SaaS plan rebills?Image 10 of 10What this coversView Current Balance: See your available funds at a glance. Monitor Complimentary Credits: Track any complimentary credits provided. Manage Funds: Add funds to your wallet to ensure uninterrupted services.Next stepQ: Why aren’t my customers receiving receipts for wallet reloads or SaaS plan rebills?All 3 steps in this procedure
View Current Balance: See your available funds at a glance.
Monitor Complimentary Credits: Track any complimentary credits provided.
Manage Funds: Add funds to your wallet to ensure uninterrupted services.
Frequently Asked Questions
Q: Why aren’t my customers receiving receipts for wallet reloads or SaaS plan rebills?
Customers do not automatically receive receipts for wallet credit reloads (e.g. $25 top-ups for usage like SMS or email). These wallet transactions are visible to the agency but are not sent to the client by default. For SaaS plan rebills, receipts are handled by Stripe. To ensure clients receive them, go to your Stripe account > Settings > Email Receipts, and enable receipt emails for successful payments.
Q: How can I add a new payment method?
Navigate to the Payment Methods section within the Billing area, click on 'Add New Card,' and enter the required card details.
Q: Is it possible to have multiple active subscriptions?
Yes, you can manage multiple subscriptions, including SaaS, Reselling, and Marketplace apps, all from the Subscriptions section.
Q: How do I update my billing address?
In the Billing section, locate the Billing Information area and click on 'Edit' to update your billing address.
Q: Where can I view my past invoices?
Access the Charges and Transaction History section within Billing to view and download past invoices. Q: How do I add funds to my wallet?
In the Wallet section, click on 'Add Funds' and follow the prompts to add the desired amount to your wallet balance.
