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Agency Billing - Wallets & Transactions Summary

Learn how to use the Agency Wallet Summary tab in GHL Customer Care to review wallet spend, compare sub-accounts, track MoM changes, and view product breakdowns.

3 min read640 words5 explained imagesUpdated Mon, 27 Apr at 11:05 AM
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On this page
  1. Key Benefits of the Agency Wallet Summary Tab
  2. How To Review Wallet Spending in the Summary Tab
  3. Frequently Asked Questions
  4. Related Articles

The Agency Wallet Summary tab gives admins a faster way to understand wallet spending across all sub-accounts from one place. This article shows how to access the Summary tab, read each spending insight, review sub-account wallet usage, and open the Product Breakdown drawer for deeper product-level analysis.

TABLE OF CONTENTS

What is the Agency Wallet Summary Tab?

The Agency Wallet Summary tab gives agency admins a centralized view of wallet spending across sub-accounts. It helps you quickly identify top spenders, review month-over-month changes, and spot cost spikes without manually reviewing raw transaction data. Use this report to understand where wallet spend is happening before drilling into product-level details.

Key Benefits of the Agency Wallet Summary Tab

  • Agency-wide visibility: View wallet spending across all sub-accounts from one Summary tab.

  • Faster spend reviews: Identify high-spending sub-accounts without opening each account separately.

  • Month-over-month tracking: Compare monthly wallet spend and percentage changes over time.

  • Cost spike detection: Spot sub-accounts with sharp spending increases before they become larger billing concerns.

  • Product-level insight: Click into a sub-account to review which products are contributing to wallet spend.

How To Review Wallet Spending in the Summary Tab

A consistent review process helps you identify spending patterns faster and decide whether further investigation is needed. Start with the Summary stats, then use the table and drawer to move from agency-level totals to product-level details.

  1. Go to Agency Account > Settings > Billing.

    Step 1 of 11: Go to Agency Account > Settings > Billing What this shows Step 1 of 11: Go to Agency Account > Settings > Billing. What this shows Shows where to go for step 1 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". This animation accompanies step 1 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". At this point in the walkthrough you go to Agency Account > Settings > Billing. The navigation path used here is Agency Account > Settings > Billing. The next step is to open Wallet Transactions. Step 1 of 11Path: Agency Account > Settings > BillingImage 1 of 5 Where to goGo to Agency Account > Settings > Billing.
    Buttons and menus referenced Agency Account > Settings > BillingWallet TransactionsSummarySub-Account Spending BreakdownProduct Breakdownmonth tabsproduct cardsHoverchart
    Next stepOpen Wallet Transactions.
    All 11 steps in this procedure
    1. Go to Agency Account > Settings > Billing. this image
    2. Open Wallet Transactions.
    3. Select the Summary tab.
    4. Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards:
    5. Review the Sub-Account Spending Breakdown table.
    6. Use the search field to find a specific sub-account if needed.
    7. Review the monthly spend columns and cost contribution bar for each sub-account.
    8. Click a sub-account row to open the Product Breakdown drawer.
    9. Use the month tabs to compare product spend by month.
    10. Review the product cards to identify which products contributed most to spend.
    11. Hover over the chart to view product-level amounts for a specific month.

  2. Open Wallet Transactions.

  3. Select the Summary tab.

    Step 3 of 11: Select the Summary tab What this shows Step 3 of 11: Select the Summary tab. What this shows Shows what to choose for step 3 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". This screenshot accompanies step 3 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". At this point in the walkthrough you select the Summary tab. For context, this section explains: A consistent review process helps you identify spending patterns faster and decide whether further investigation is needed. Start with the Summary stats, then use the table and drawer to move from agency-level totals to product-level details. The navigation path used here is Agency Account > Settings > Billing. The next step is to review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards. Step 3 of 11Path: Agency Account > Settings > BillingImage 2 of 5 What to chooseSelect the Summary tab.
    Buttons and menus referenced SummaryAgency Account > Settings > BillingWallet TransactionsSub-Account Spending BreakdownProduct Breakdownmonth tabsproduct cardsHoverchart
    Next stepReview the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards:
    All 11 steps in this procedure
    1. Go to Agency Account > Settings > Billing.
    2. Open Wallet Transactions.
    3. Select the Summary tab. this image
    4. Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards:
    5. Review the Sub-Account Spending Breakdown table.
    6. Use the search field to find a specific sub-account if needed.
    7. Review the monthly spend columns and cost contribution bar for each sub-account.
    8. Click a sub-account row to open the Product Breakdown drawer.
    9. Use the month tabs to compare product spend by month.
    10. Review the product cards to identify which products contributed most to spend.
    11. Hover over the chart to view product-level amounts for a specific month.

  4. Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage.

    The Summary tab includes four cards:

    • Total Spend: Shows the aggregated wallet spend across all sub-accounts for the displayed period.

    • MoM Change: Shows the month-over-month change in wallet spend, including the percentage increase or decrease.

    • Top Spender: Shows the sub-account with the highest wallet spend and its percentage contribution to total spend.

    • Biggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend.

      Step 4 of 4: Biggest Spike: Shows the sub-account with the sharpest… What this shows Step 4 of 4: Biggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend. What this shows Shows what this covers for step 4 of 4 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". This screenshot accompanies step 4 of 4 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". At this point in the walkthrough you biggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend. Step 4 of 4Image 3 of 5 What this coversBiggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend.
      Buttons and menus referenced Agency Account > Settings > BillingWallet TransactionsSummarySub-Account Spending BreakdownProduct Breakdownmonth tabsproduct cardsHoverchart
      All 4 steps in this procedure
      1. Total Spend: Shows the aggregated wallet spend across all sub-accounts for the displayed period.
      2. MoM Change: Shows the month-over-month change in wallet spend, including the percentage increase or decrease.
      3. Top Spender: Shows the sub-account with the highest wallet spend and its percentage contribution to total spend.
      4. Biggest Spike: Shows the sub-account with the sharpest month-over-month increase in wallet spend. this image

  5. Review the Sub-Account Spending Breakdown table.

  6. Use the search field to find a specific sub-account if needed.

  7. Review the monthly spend columns and cost contribution bar for each sub-account.

    Step 7 of 11: Review the monthly spend columns and cost contribution bar for each… What this shows Step 7 of 11: Review the monthly spend columns and cost contribution bar for each sub-account. What this shows Shows what this covers for step 7 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". This screenshot accompanies step 7 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". At this point in the walkthrough you review the monthly spend columns and cost contribution bar for each sub-account. The navigation path used here is Agency Account > Settings > Billing. The next step is to click a sub-account row to open the Product Breakdown drawer. Step 7 of 11Path: Agency Account > Settings > BillingImage 4 of 5 What this coversReview the monthly spend columns and cost contribution bar for each sub-account.
    Buttons and menus referenced Agency Account > Settings > BillingWallet TransactionsSummarySub-Account Spending BreakdownProduct Breakdownmonth tabsproduct cardsHoverchart
    Next stepClick a sub-account row to open the Product Breakdown drawer.
    All 11 steps in this procedure
    1. Go to Agency Account > Settings > Billing.
    2. Open Wallet Transactions.
    3. Select the Summary tab.
    4. Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards:
    5. Review the Sub-Account Spending Breakdown table.
    6. Use the search field to find a specific sub-account if needed.
    7. Review the monthly spend columns and cost contribution bar for each sub-account. this image
    8. Click a sub-account row to open the Product Breakdown drawer.
    9. Use the month tabs to compare product spend by month.
    10. Review the product cards to identify which products contributed most to spend.
    11. Hover over the chart to view product-level amounts for a specific month.

  8. Click a sub-account row to open the Product Breakdown drawer.

  9. Use the month tabs to compare product spend by month.

  10. Review the product cards to identify which products contributed most to spend.

  11. Hover over the chart to view product-level amounts for a specific month.

    Step 11 of 11: Hover over the chart to view product-level amounts for a specific month What this shows Step 11 of 11: Hover over the chart to view product-level amounts for a specific month. What this shows Shows what this covers for step 11 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". This animation accompanies step 11 of 11 in the "How To Review Wallet Spending in the Summary Tab" section of "Agency Billing - Wallets & Transactions Summary". At this point in the walkthrough you hover over the chart to view product-level amounts for a specific month. The navigation path used here is Agency Account > Settings > Billing. Step 11 of 11Path: Agency Account > Settings > BillingImage 5 of 5 What this coversHover over the chart to view product-level amounts for a specific month.
    Buttons and menus referenced HoverchartAgency Account > Settings > BillingWallet TransactionsSummarySub-Account Spending BreakdownProduct Breakdownmonth tabsproduct cards
    All 11 steps in this procedure
    1. Go to Agency Account > Settings > Billing.
    2. Open Wallet Transactions.
    3. Select the Summary tab.
    4. Review the Stats Cards: It gives you a quick snapshot of wallet spending activity before you review the detailed table. These cards help you understand total spend, recent changes, and which sub-accounts are driving the most wallet usage. The Summary tab includes four cards:
    5. Review the Sub-Account Spending Breakdown table.
    6. Use the search field to find a specific sub-account if needed.
    7. Review the monthly spend columns and cost contribution bar for each sub-account.
    8. Click a sub-account row to open the Product Breakdown drawer.
    9. Use the month tabs to compare product spend by month.
    10. Review the product cards to identify which products contributed most to spend.
    11. Hover over the chart to view product-level amounts for a specific month. this image

Frequently Asked Questions

Q: What does MoM Change mean?

MoM Change means month-over-month change. It compares wallet spend from one month to the next and shows the difference with a percentage indicator.

Q: What does Cost Contribution mean?
Cost Contribution shows how much a sub-account contributed to the total wallet spend shown in the Summary tab.

Q: Why are some percentage badges green and others red?
Green badges indicate increased spend compared to the previous month. Red badges indicate decreased spend compared to the previous month.

Q: Can I search for a specific sub-account?
Yes. Use the search field above the Sub-Account Spending Breakdown table to find a specific sub-account.

Q: What happens when I click a sub-account row?
Clicking a sub-account row opens the Product Breakdown drawer, where you can review product-level spending for that sub-account.

Q: Why does a product show 0% of total spend?
A product may show 0% when its spend is very small compared to the selected month’s total spend.

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