SaaS Mode

All sub‑accounts need to get direct access to essential legal documents. For example make a menu item Compliance Center Center in each sub account. In that menu you will find the following: Contracts (or singed contracts) Terms and Conditions Privacy Policy GDPR Information HIPPA Other relevant compliance documents This ensures transparency and makes it easy for sub-accounts to review and manage all legal information in one centralized location what they agreed on with you. If you have like 200 subs accounts and different contract you can find them really easy back in each sub account. Ideally, you could make a centralized Compliance Manager in the Agency View. There you can manage all these documents. It would be especially useful if agencies could create and manage different sets of terms, privacy policies, contracts, and compliance documents and have them automatically appear in the corresponding sub-accounts. Either applied to all sub-accounts or customized per sub-account. Additionally, having the option to upload and display signed agreements and contracts would ensure that customers can always access and review their specific documents easily. This feature would improve transparency, streamline compliance, and enhance the customer experience. Access is role‑based to ensure that only authorized users have the rights to view these documents. This guarantees transparency while protecting sensitive information, giving the right users the ability to read content securely.

We would like to see some options for optionally branding sub-accounts, such as the ability to override the agency logo in the top-left corner of HighLevel.Many of our clients don't mind having our branding but some of them would like to use their own logos so their team members don't have to know about how our company helps their business. HIGHLVL-I-1431

HIGHLVL-I-3692

Pretty big new feature request, but having a workflow builder at the agency level that can connect with the agency sub account would be very helpful for managing subscriptions and account access.

It would be awesome to create Customized Launchpads. ➕ Add a "Customize Launchpad" tab in the Agency settings. ✅ Let us create several launchpads. ✅ Let us add a launchpad to a SaaS plan like we can with a snapshot. ✅ Let us select the steps / features in the launchpad. If you wanna go crazy with this (which would be awesome), create a High Level version of userflow.com .

The current billing behavior for Agency SaaS subscriptions halts all subsequent invoicing and payment attempts immediately following a single failed or missed monthly payment. When a client resolves the single outstanding missed invoice (e.g., paying November's invoice on December 9th), the system recognizes the account as "current" but fails to generate or process invoices for any intervening missed months (e.g., December's payment, which was already due). Example: * November 1: Payment failed (Card expired). * December 1: The system DID NOT generate an invoice or attempt payment for the December subscription fee. * December 9: The user paid the outstanding November invoice. * Result: The system marks November as paid, but December's invoice is permanently skipped. The system then reverts to the original schedule, sending the next invoice on January 1st. This behavior results in immediate revenue loss for the Agency and requires manual reconciliation and invoicing for every missed month, undermining the core function of automated SaaS billing. Intended Behavior: The system must operate with a cumulative billing logic standard for all subscription platforms: Maintain Schedule: All future scheduled subscription invoices must continue to be generated and added to the client's ledger, regardless of the status of previous invoices. Cumulative Payment Attempts: Once the client resolves any single past-due invoice, the system should immediately generate and/or process all subsequently due, but unpaid, monthly invoices. Correct Status: If a client is one month behind, the system should show two invoices due: the immediate past month (e.g., November) and the current month (e.g., December).

The ability to have automatically all receipts for the wallet charges into invoices or group them all in one monthly invoice for agency level. This is very required and important for legal accounting and bookkeeping in EUROP (Belgium) It means to be able to have any reciept as an invoice.

🚨We need to be able to rebill our clients in another currency (€) and also add VAT with stripe tax features.

Can we make it possible to archive subaccounts? This would help smaller agencies downgrade if their clients are on pause due to the pandemic.This would also help keep all data on subaccounts instead of deleting them entirely HIGHLVL-I-2951

Ability to pull a report showing revenue generated from rebilling, such as twilio, mailgun, yext, wordpress etc.