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SaaS Configurator

Activate SaaS Mode, Request Payment, and Configure Phone Rebilling

With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation. Phone Rebilling is a feature that allows businesses to automate the process of billing their clients

3 min read762 words11 explained imagesUpdated Wed, 16 Aug, 2023 at 3:13 PM
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On this page
  1. SAAS mode Activation (Request Payment>>Phone Rebilling Config)
  2. Phone Rebilling on Freelancer Plans (297/month & 2970/year)
  3. How do I know which sub-accounts can be rebilled for phone usage?
  4. How do I enable phone rebilling?
  5. How does rebilling work?
  6. How can I check my Agency's usage?
  7. How can my client check their usage?

With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation.

Phone Rebilling is a feature that allows businesses to automate the process of billing their clients for phone usage. The feature integrates with the phone system and bills the clients automatically after applying a multiplier to the charges paid to the Phone System by the agency, saving time, reducing errors, and earning some profit for the Agency.

Covered in this Article

SAAS mode Activation (Request Payment>>Phone Rebilling Config)

Phone Rebilling on Freelancer Plans (297/month & 2970/year)

How do I know which sub-accounts can be rebilled for phone usage? 

How do I enable phone rebilling?

How does rebilling work?

How can I check my Agency's usage?

How can my client check their usage?

SAAS mode Activation (Request Payment>>Phone Rebilling Config)

Please Note

As of 25th January 2023. Phone Rebilling is also available on the $297/Month and $2970/year plans! But only for sub-accounts that are using LeadConnector Phone, not Twilio.

This video covers the $497/month process and $4970/Year Pro Plan Clients.

SAAS mode Activation (Request Payment>>Phone Rebilling Config) (video 1) Open in a new tab

Before you start with this tutorial, you'll want to connect your Stripe account to your Agency account if you haven't already.

With Phase 2 of SaaS mode, you can activate SaaS mode for specific sub-accounts, request a credit card from your clients via links or connect an existing client from your Stipe account, and configure Twilio rebilling so your clients pre-pay for their Twilio usage. You generate a profit from their credits.

Phone Rebilling on Freelancer Plans (297/month & 2970/year)

From January 25th, 2023, onwards, our agencies on the Freelancer plan (aka Agency Unlimited plan, 297/month or 2970/year) will be able to rebill phone costs to their clients (sub-accounts).

This only works if your client is using LC Phone (and NOT Twilio) Click Here to learn how to move an account over to the LeadConnector Phone System.

Agencies on the freelancer plan can NOT mark the costs up. Rebilling at markup is only available on the Pro Plan. However, freelancer plan subaccounts will continue to benefit from a 10% discount because what LC Phone charges is already 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 rebilled for phone usage? 

Please head over to Agency Level -> Settings -> Phone Integration

How do I know which sub-accounts can be rebilled for phone usage? (image 1 of 11) What this shows Please head over to Agency Level -> Settings -> Phone Integration What this shows Illustrates the "How do I know which sub-accounts can be rebilled for phone usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I know which sub-accounts can be rebilled for phone usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head over to Agency Level -> Settings -> Phone Integration. Immediately after, the guide continues: A sub-account can fall into any one of the following conditions. Image 1 of 11 What this coversPlease head over to Agency Level -> Settings -> Phone Integration Next stepA sub-account can fall into any one of the following conditions
All 3 steps in this procedure
  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 the 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.

A sub-account can fall into 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 the 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 enable phone rebilling?

You can navigate to the Manage Client page from here:

How do I enable phone rebilling? (image 2 of 11) What this shows You can navigate to the Manage Client page from here: What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: You can navigate to the Manage Client page from here. Immediately after, the guide continues: Or from Agency Sidebar> Sub-Accounts>Scroll to the account. Image 2 of 11 What this coversYou can navigate to the Manage Client page from here:
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepOr from Agency Sidebar> Sub-Accounts>Scroll to the account:

Or from Agency Sidebar> Sub-Accounts>Scroll to the account:

How do I enable phone rebilling? (image 3 of 11) What this shows Or from Agency Sidebar> Sub-Accounts>Scroll to the account: What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Or from Agency Sidebar> Sub-Accounts>Scroll to the account. The navigation path used here is Agency Sidebar > Sub-Accounts > Scroll. Immediately after, the guide continues: Phone System Resell Settings and enable this toggle. Path: Agency Sidebar > Sub-Accounts > ScrollImage 3 of 11 Where to goOr from Agency Sidebar> Sub-Accounts>Scroll to the account:
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepPhone System Resell Settings and enable this toggle:
Scroll down to Phone System Resell Settings and enable this toggle:
How do I enable phone rebilling? (image 4 of 11) What this shows Phone System Resell Settings and enable this toggle: What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Phone System Resell Settings and enable this toggle. Immediately after, the guide continues: It will then ask for the method by which you want to ask your client to add a Payment Method. Image 4 of 11 What to choosePhone System Resell Settings and enable this toggle:
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepIt will then ask for the method by which you want to ask your client to add a Payment Method:

It will then ask for the method by which you want to ask your client to add a Payment Method:

How do I enable phone rebilling? (image 5 of 11) What this shows It will then ask for the method by which you want to ask your client to add a Payment Method: What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: It will then ask for the method by which you want to ask your client to add a Payment Method. Immediately after, the guide continues: If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe. Image 5 of 11 What this coversIt will then ask for the method by which you want to ask your client to add a Payment Method:
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepIf the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe.,

If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe.,

At this point your client can add their payment method by going to Sub-Account Level -> Settings -> Company Billing page.

Please Note

Agencies must not add their own card here. It needs to be your client's card.
How do I enable phone rebilling? (image 6 of 11) What this shows Agencies must not add their own card here. What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Agencies must not add their own card here. It needs to be your client's card. Immediately after, the guide continues: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area. Image 6 of 11 What this coversAgencies must not add their own card here. It needs to be your client's card.
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepOnce your client has added their card, you can enable the rebilling option for them in the Manage Client area.

Once your client has added their card, you can enable the rebilling option for them in the Manage Client area.

How do I enable phone rebilling? (image 7 of 11) What this shows Once your client has added their card, you can enable the rebilling option for them in the Manage Client area. What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Once your client has added their card, you can enable the rebilling option for them in the Manage Client area. Immediately after, the guide continues: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges. Image 7 of 11 What this coversOnce your client has added their card, you can enable the rebilling option for them in the Manage Client area.
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepAs mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.

As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.

How do I enable phone rebilling? (image 8 of 11) What this shows As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. What this shows Illustrates the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How do I enable phone rebilling?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges. Immediately after, the guide continues: You, the Agency, get billed from the CRM for LC usage. Image 8 of 11 What this coversAs mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe charges.
Buttons and menus referenced I already have this customer in StripePlease Note
Next stepYou, the Agency, get billed from the CRM for LC usage

How does rebilling work?

You, the Agency, get billed from the CRM for LC usage

Your client gets billed from your Stripe account for Phone Rebilling

How does rebilling work? (image 9 of 11) What this shows Your client gets billed from your Stripe account for Phone Rebilling What this shows Illustrates the "How does rebilling work?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How does rebilling work?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Your client gets billed from your Stripe account for Phone Rebilling. Immediately after, the guide continues: Please head to Agency Level -> Settings -> Billing and click on See Details in the credits section. Image 9 of 11 What this coversYour client gets billed from your Stripe account for Phone Rebilling Next stepPlease head to Agency Level -> Settings -> Billing and click on See Details in the credits section.

How can I check my Agency's usage?

 Please head to Agency Level -> Settings -> Billing and click on See Details in the credits section.

How do I analyze my Agency's Spending on LC Communications?

How can my client check their usage?

Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.

How can my client check their usage? (image 10 of 11) What this shows Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section. What this shows Illustrates the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section. Image 10 of 11 What to clickPlease head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.
How can my client check their usage? (image 11 of 11) What this shows Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section. What this shows Illustrates the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". This screenshot appears in the "How can my client check their usage?" section of "Activate SaaS Mode, Request Payment, and Configure Phone Rebilling". The text alongside this image reads: Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section. Image 11 of 11 What to clickPlease head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.

Frequently asked questions

How do I know which sub-accounts can be rebilled for phone usage?
Please head over to Agency Level -> Settings -> Phone Integration A sub-account can fall into any one of the following conditions Phone rebilling enabled - You are rebilling phone related costs to your clients Phone rebilling can be enabled - To rebill phone costs to your client, please go to the manage client page and turn on phone rebilling. Phone rebilling disabled - Use LeadConnector phone on this sub-account to rebill phone related costs to your clients.
How do I enable phone rebilling?
You can navigate to the Manage Client page from here: Or from Agency Sidebar> Sub-Accounts>Scroll to the account: Scroll down to Phone System Resell Settings and enable this toggle: It will then ask for the method by which you want to ask your client to add a Payment Method: If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe., At this point your client can add their payment method by going to Sub-Account Level -> Settings -> Company Billing page. Please Note Agencies must not add their own card here. It needs to be your client's card. Once your client has added their card, you can enable the rebilling option for them in the Manage Client area. As mentioned above, these charges can not be marked up on the Freelancer Plan Agencies. To…
How does rebilling work?
You, the Agency, get billed from the CRM for LC usage Your client gets billed from your Stripe account for Phone Rebilling
How can I check my Agency's usage?
Please head to Agency Level -> Settings -> Billing and click on See Details in the credits section. How do I analyze my Agency's Spending on LC Communications?
How can my client check their usage?
Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section.

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