From today onwards our agencies that are on Freelancer plan (aka Agency Unlimited plan, 297/month or 2970/year) will be able to re-bill phone costs to their clients (sub-accounts).
Important
  • This only works if your client is using LC Phone (and NOT Twilio)
  • Agencies on freelancer plan can
    NOT
    mark the costs up. Re-billing at markup is only available on the Pro Plan. However freelancer plan users still benefit a 10% margin because LC Phone is 10% cheaper than Twilio in most categories like phone numbers, US/Canada SMS and calling, etc.
  • 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 re-billed for phone usage?
Please head over to Agency Level -> Settings -> Phone System - Twilio
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A sub-account can fall in 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 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 move to LeadConnector Phone?
Please head over to Agency Level -> Settings -> Phone System - Twilio and click "Move to LeadConnector" or "Use LeadConnector" option
How do i enable phone re-billing?
Screenshot 2023-01-25 at 7
Screenshot 2023-01-25 at 7
Screenshot 2023-01-25 at 7
At this point your client can add their payment method by going to Location Level -> Settings -> Company Billing page
Important : Agencies must not add their own card here. It needs to be your client's card.
Screenshot 2023-01-25 at 7
Once your client has added their card you will be able to enable the re-billing option for them
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As mentioned before, these charges can not be marked up. The default markup is set to 1.05x (meaning a 5% markup) to cover for your Stripe charges.
Screenshot 2023-01-25 at 8
How does rebilling work?
  • You, the agency, gets billed from HighLevel for LC usage
  • Your client gets billed from your Stripe account for Phone Rebilling
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How can I check my agency's usage?
Please head over to Agency Level -> Settings -> Billing and click on
See Details
in the credits section
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Screenshot 2023-01-25 at 9
How can my client check their usage?
Please head over to Location Level -> Settings -> Company Billing and click on
See Details
in the credits section
Screenshot 2023-01-25 at 9
Screenshot 2023-01-25 at 9
What is planned next?
Soon we will be releasing LC Email rebillling for the freelancer plan as well.