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SaaS Configurator

Custom Payment Providers in SaaS Mode

Enable SaaS checkouts with your preferred provider. Configure, sell SaaS plans, recharge wallets, and resell add-ons—all inside GHL Customer Care Workflows.

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  1. What are Custom Payment Providers in SaaS Mode?
  2. Key Benefits of Custom Payment Providers in SaaS Mode
  3. Set up SaaS Mode with Custom Payment Providers
  4. Step 1: Mark an Agency Sub-Account
  5. Step 2: Install a Payment Provider App
  6. Step 3: Configure the Integration
  7. Step 4: Create and Sell SaaS Products
  8. Step 5: Convert Existing Sub-Accounts to SaaS
  9. Step 6: Wallet & Add-On Handling
  10. Frequently Asked Questions

Custom Payment Providers in SaaS Mode allow agencies to integrate their preferred payment providers via the App Marketplace. This flexibility empowers global SaaS onboarding and billing, especially in regions where native integrations like Stripe or Square are limited.

TABLE OF CONTENTS

What are Custom Payment Providers in SaaS Mode?

Custom Payment Providers in SaaS Mode empower agencies to select and integrate the payment provider that best fits their market needs. By leveraging this feature, agencies can automate sub-account creation during checkout, attach SaaS plans seamlessly, and manage recurring billing and wallet recharges, all while tapping into a diverse range of global payment solutions.

Key Benefits of Custom Payment Providers in SaaS Mode

This feature drives efficiency and global reach by providing a tailored payment experience for SaaS businesses.

  • Offers agencies the flexibility to choose from 50+ payment providers in the Marketplace.
  • Unlocks global adoption in regions underserved by native payment integrations.
  • Automates sub-account creation and seamless SaaS plan attachment during checkout.
  • Supports recurring subscription billing to maintain reliable revenue streams.
  • Enhances the Marketplace ecosystem by enabling add-on reselling.

Set up SaaS Mode with Custom Payment Providers

Getting set up is a straightforward process that ensures your custom payment integration is ready to drive global SaaS success.

Step 1: Mark an Agency Sub-Account

  • From the Agency View, go to Sub-Accounts.

  • Find the sub-account you want to use as your agency’s billing account.

  • Click the three-dots menu → Add as agency sub-account.

  • This sub-account will now serve as your Agency Sub-Account, where you’ll install payment providers, create SaaS products, and handle checkouts.

Step 1: Mark an Agency Sub-Account (image 1 of 3) What this shows From the Agency View, go to Sub-Accounts. What this shows Illustrates the "Step 1: Mark an Agency Sub-Account" section of "Custom Payment Providers in SaaS Mode". This screenshot appears in the "Step 1: Mark an Agency Sub-Account" section of "Custom Payment Providers in SaaS Mode". The text alongside this image reads: From the Agency View, go to Sub-Accounts. Find the sub-account you want to use as your agency’s billing account. Click the three-dots menu → Add as agency sub-account. This sub-account will now serve as your Agency Sub-Account, where you’ll install payment providers, create SaaS products, and…. Immediately after, the guide continues: Go to the App Marketplace from your agency view. Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories. Click Install and add it to your agency sub-account. Image 1 of 3 What to clickFrom the Agency View, go to Sub-Accounts. Find the sub-account you want to use as your agency’s billing account. Click the three-dots menu → Add as agency sub-account. This sub-account will now serve as your Agency Sub-Account, where you’ll install payment providers, create SaaS products, and handle checkouts.
Buttons and menus referenced Agency ViewSub-AccountsAgency Sub-Account
Next stepGo to the App Marketplace from your agency view. Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories. Click Install and add it to your agency sub-account.
All 4 steps in this procedure
  1. From the Agency View, go to Sub-Accounts.
  2. Find the sub-account you want to use as your agency’s billing account.
  3. Click the three-dots menu → Add as agency sub-account.
  4. This sub-account will now serve as your Agency Sub-Account, where you’ll install payment providers, create SaaS products, and handle checkouts.

Step 2: Install a Payment Provider App

  • Go to the App Marketplace from your agency view.

  • Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories.

  • Click Install and add it to your agency sub-account.

Step 2: Install a Payment Provider App (image 2 of 3) What this shows Go to the App Marketplace from your agency view. What this shows Illustrates the "Step 2: Install a Payment Provider App" section of "Custom Payment Providers in SaaS Mode". This screenshot appears in the "Step 2: Install a Payment Provider App" section of "Custom Payment Providers in SaaS Mode". The text alongside this image reads: Go to the App Marketplace from your agency view. Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories. Click Install and add it to your agency sub-account. Immediately after, the guide continues: After installation, go to the provider’s settings. Enter the required details, typically: Save your configuration. Image 2 of 3 Where to goGo to the App Marketplace from your agency view. Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories. Click Install and add it to your agency sub-account.
Buttons and menus referenced App Marketplacepayment provider appInstall
Next stepAfter installation, go to the provider’s settings. Enter the required details, typically: Save your configuration.
All 3 steps in this procedure
  1. Go to the App Marketplace from your agency view.
  2. Search for and select the payment provider app you’d like to use. You can also search for payment providers under categories.
  3. Click Install and add it to your agency sub-account.

Step 3: Configure the Integration

  • After installation, go to the provider’s settings.
  • Enter the required details, typically:
    • Account ID
    • Authorization / API token
  • Save your configuration.
Step 3: Configure the Integration (image 3 of 3) What this shows After installation, go to the provider’s settings. What this shows Illustrates the "Step 3: Configure the Integration" section of "Custom Payment Providers in SaaS Mode". This screenshot appears in the "Step 3: Configure the Integration" section of "Custom Payment Providers in SaaS Mode". The text alongside this image reads: After installation, go to the provider’s settings. Enter the required details, typically: Save your configuration. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Note: Each provider’s requirements may vary slightly. Refer to the app’s documentation for exact fields. Image 3 of 3 What to fill inAfter installation, go to the provider’s settings. Enter the required details, typically: Save your configuration.
Fields in this part of the guide Account IDAuthorization / API token
Buttons and menus referenced Note
Next stepNote: Each provider’s requirements may vary slightly. Refer to the app’s documentation for exact fields.
All 3 steps in this procedure
  1. After installation, go to the provider’s settings.
  2. Enter the required details, typically:
  3. Save your configuration.
 
Note: Each provider’s requirements may vary slightly. Refer to the app’s documentation for exact fields.



Step 4: Create and Sell SaaS Products

  • In the Agency Sub-Account, create a SaaS product.
  • Share the payment link or embed the checkout in funnels.
  • On successful checkout:
    • A new sub-account is automatically created.
    • The selected SaaS plan is attached to it.

For more, refer to Getting started with SaaS Configurator.



Step 5: Convert Existing Sub-Accounts to SaaS

  • From Agency View, go to Sub-Accounts → Manage Client.
  • Navigate to SaaS → Add SaaS Subscription.
  • Select the integrated payment provider.
  • Choose the SaaS plan to apply, then confirm.

For more, refer to Convert Existing Sub-Account to SaaS Mode Subscription Plan



Step 6: Wallet & Add-On Handling

  • Wallet Top-Ups: Supports both auto-recharge and manual recharge.
  • Add-On Reselling:
    • Add-ons like AI Employee, WordPress, and Marketplace Apps can be sold.
    • Payment for add-ons is deducted from the sub-account wallet (not charged directly to the card).

For more, refer to  SaaS Wallet Credit Management - Sub Account Level

Frequently Asked Questions


Q: What are Custom Payment Providers in SaaS Mode, and why are they important?

This feature lets agencies integrate their chosen payment provider to automate tasks such as account creation, recurring billing, and wallet management—enhancing flexibility in global SaaS deployments.

Q: Which payment providers are compatible with this feature?

Only providers that support recurring payments and off-session charging are compatible. Providers like Razorpay, which do not support these functionalities, are not supported.

Q: How does recurring subscription billing work with a custom payment provider?

Once set up, the system securely stores customer payment methods and automatically processes recurring charges for SaaS plans, ensuring uninterrupted service and revenue flow.

Q: Can I convert an existing sub-account to use a custom payment provider?

Yes. Existing sub-accounts can be converted by navigating to Agency → Sub-Accounts → Manage Client → SaaS → Add SaaS Subscription and selecting the integrated payment provider along with the desired plan.

Q: Where can I find additional setup guidance?

For more detailed instructions, please refer to GHL Customer Care’s support documentation on Custom Payment Providers.

Frequently asked questions

What are Custom Payment Providers in SaaS Mode?
Custom Payment Providers in SaaS Mode empower agencies to select and integrate the payment provider that best fits their market needs. By leveraging this feature, agencies can automate sub-account creation during checkout, attach SaaS plans seamlessly, and manage recurring billing and wallet recharges, all while tapping into a diverse range of global payment solutions.

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