# Unified Payment Options Across All SaaS Locations

> Standardized checkout in GHL Customer Care aligns SaaS V1/V2. Agencies get Card, Wallet, and Charge to Agency; locations get Card and Wallet. Wallets enabled.

- Source: https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/unified-payment-options-across-all-saas-locations
- Section: Settings / Agency Settings
- Reading time: 2 min
- Images: 3, each explained below
- Modified on Tue, 14 Oct, 2025 at 10:12 AM

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Unified Payment Options brings seamless, flexible billing to every SaaS location in GHL Customer Care. Whether you manage multiple sub-accounts or one location, you can now choose to pay with a saved card, wallet credits, or (for agencies) the agency card. No more version-specific quirks!

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**TABLE OF CONTENTS**

-   [Overview of Unified Payment Options](#overview-of-unified-payment-options)
    -   [Key Benefits of Unified Payment Options](#key-benefits-of-unified-payment-options)
    -   [Payment Methods Overview](#payment-methods-overview)
    -   [Frequently Asked Questions](#frequently-asked-questions)
    -   [Related Articles](#related-articles)

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# **Overview of Unified Payment Options**

Unified Payment Options standardizes and enhances payment choices across SaaS V1 and V2 so both agency and location users see a consistent, role‑based checkout with wallet and card support at every SaaS location. Unified Payment Options aligns the payment flow across versions. All SaaS locations will now support wallet and card-based payments, ensuring consistency and flexibility

Agency users have access to **Pay using Card**, **Pay using Wallet**, and **Pay using Agency Card.**

Location users have access to **Pay using Card** and **Pay using Wallet**.

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## **Key Benefits of Unified Payment Options**

-   **Aligned Experience:** Checkout flows are consistent across SaaS V1 and V2.
-   **Clear Role Visibility:** Agency and location users see only the options intended for them.
-   **Wallet Availability:** Wallet payments are enabled across all SaaS locations.
-   **Removed Inconsistencies:** Prior differences between V1 and V2 payment methods were resolved for a smoother experience.

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## **Payment Methods Overview**

A quick look at how each payment option:

-   **Pay using Card:** Charges the primary card stored under **Settings** → **Billing**.
    
    
![Step 1 of 3: Pay using Card: Charges the primary card stored under Settings → Billing](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055112920/original/MMz10K1ZOmP3-A8K0ZdNWibqhqY2ysaMIg.png)

**Step 1 of 3: Pay using Card: Charges the primary card stored under Settings → Billing**

This screenshot accompanies step 1 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Card: Charges the primary card stored under Settings → Billing. The next step is to pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
- What this covers: Pay using Card: Charges the primary card stored under Settings → Billing.
- Controls: Settings, Billing
- Next: Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.

Full procedure:

1. Pay using Card: Charges the primary card stored under Settings → Billing.  <- this image
2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.

    
-   **Pay using Wallet:** Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
    
    
![Step 2 of 3: Pay using Wallet: Deducts from pre-loaded credits; auto-reload…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055112752/original/Qpx6xGfBnKO6oJO6fz_dS17jflc5Lv5rKA.png)

**Step 2 of 3: Pay using Wallet: Deducts from pre-loaded credits; auto-reload…**

This screenshot accompanies step 2 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold. The next step is to pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
- What this covers: Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
- Controls: Settings, Billing
- Next: Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.

Full procedure:

1. Pay using Card: Charges the primary card stored under Settings → Billing.
2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.  <- this image
3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.

    
-   **Pay using Agency Card:** Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
    
    
![Step 3 of 3: Pay using Agency Card: Only visible to agency-level users…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055112522/original/UApYkfkhh8A0knSXK_-pMGNHu-tTt886jw.png)

**Step 3 of 3: Pay using Agency Card: Only visible to agency-level users…**

This screenshot accompanies step 3 of 3 in the "Payment Methods Overview" section of "Unified Payment Options Across All SaaS Locations". At this point in the walkthrough you pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
- What this covers: Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.
- Controls: Settings, Billing

Full procedure:

1. Pay using Card: Charges the primary card stored under Settings → Billing.
2. Pay using Wallet: Deducts from pre-loaded credits; auto-reload triggers when the balance falls below your threshold.
3. Pay using Agency Card: Only visible to agency-level users; GHL Customer Care bills the agency’s card on file.  <- this image

    

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## **Frequently Asked Questions**

**Q: Can my client accidentally use the Agency Card?**

No. Location users never see the Agency Card button; they only see their own wallet and card options.

**Q: How do I adjust my wallet’s auto-reload threshold?**

Go to **Settings → Billing → Wallets & Transactions → Auto-Recharge**.

**Q: Is the Agency Card charge ever shown to my client?**

No. Charges routed to the Agency Card do not appear on location invoices.

**Q: Do I need to migrate anything to see the new checkout?**  
No. Payment flows are aligned across SaaS V1 and V2 automatically.

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## **Related Articles**

-   [Rebilling, Reselling, and Wallets Explained](https://docs.ghlcustomercare.com/docs/miscellaneous/miscellaneous/rebilling-reselling-and-wallets-explained)
-   [Wallet - Auto Recharge, Smart Adjustment and Cancellation](https://docs.ghlcustomercare.com/docs/customer-support/billing-support/wallet-auto-recharge-and-smart-adjustment-settings)
-   [SaaS Wallet Credit Management - Sub Account Level](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-wallet-credit-management-sub-account-level)
-   [Activate SaaS Mode, Request Payment, and Configure Phone Rebilling](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/activate-saas-mode-request-payment-and-configure-phone-rebilling)
-   [How to Enable and Rebill Premium Features for Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/how-to-enable-and-rebill-premium-features-for-workflows)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com