This article provides a comprehensive guide to managing billing within HighLevel sub-accounts. Learn how to handle subscriptions, payments, and wallet balances effectively using the intuitive interface designed for seamless financial management.
TABLE OF CONTENTS
- Overview of Billing Dashboard
- Manage Subscriptions
- Payment Methods
- Update Billing Information
- View Charges and Transaction History
- Understanding Wallet Balances
- Frequently Asked Questions
- Related Articles
Overview of Billing Dashboard
The Billing section within each sub-account serves as the central hub for all financial activities. It offers a user-friendly interface to:
- Manage Subscriptions
- Payment Methods
- Billing Information
- Transaction History
- Wallet Balances.
This centralized approach ensures that all billing-related tasks are accessible and manageable in one place. To access the Billing Dashboard, go to Settings > Billing.
Manage Subscriptions
In the Billing section, you can oversee all active subscriptions associated with the sub-account, including:
- SaaS Subscriptions: Manage software-as-a-service subscriptions tailored to your business needs.
- Reselling Subscriptions: Handle subscriptions related to reselling services.
- Marketplace App Subscriptions: Oversee subscriptions for various marketplace applications integrated into your workflow.
This consolidated view allows for efficient monitoring and management of all your subscriptions.
Payment Methods
The Payment Methods area enables you to:
- Add New Cards: Introduce new payment methods as needed.
- Delete Existing Cards: Remove outdated or unused payment methods.
- Set Primary Card: Designate a default card for all transactions to ensure seamless billing processes.
This flexibility in managing payment methods ensures that your billing preferences are always up to date.
Update Billing Information
Maintaining accurate billing information is crucial for compliance and successful transactions. Within the Billing section, you can:
- Update Billing Address: Modify your billing address to reflect current information, which is essential in regions where accurate billing details are mandatory for recurring products.
This feature empowers you to keep your billing information current without external assistance.
View Charges and Transaction History
Transparency in financial transactions is vital. The Billing section provides:
- Detailed Charges Overview: Access a comprehensive list of all charges incurred.
- Invoices: Review invoice details, identify the products associated with each charge, and download invoices when needed.
- Transaction History: Review past transactions to monitor spending and manage finances effectively.
View and Manage Invoices
The invoice list provides details about each charge so you can identify what you were billed for before opening or downloading an invoice.
Identify Products on an Invoice
The Products column shows the product name associated with each invoice.
For invoices that contain multiple products, the first product name appears with a +n badge showing the number of additional products. Hover over the badge to view all product names included on the invoice.
Invoices with one product show only the product name. Long product names may appear truncated with an ellipsis to preserve the table layout.
View and Copy the Transaction ID
The Transaction ID identifies each invoice row in the invoice list.
The ID appears truncated in the table. Click the copy icon next to the Transaction ID to copy the full ID to your clipboard.
You can also view the full Transaction ID from the invoice details.
View Invoice Details
Click View for an invoice to open its details without automatically downloading the invoice PDF.
The invoice details include:
* Invoice ID
* Invoice type
* Date
* Amount
* Card
* Status
* Products
You can close the invoice details by clicking the X or clicking outside the modal.
View or Download an Invoice
From the invoice details, you can choose either of the following actions:
View in Stripe: Opens the Stripe invoice in a new browser tab.
Download Invoice: Downloads the invoice as a PDF.
Identify External Charges
Invoices and products that originate outside the HighLevel platform display an External badge in both the invoice list and invoice details.
Use this badge to distinguish external charges from charges originating within HighLevel.
Understanding Wallet Balances
The Wallet feature allows you to add a bulk amount of money to your account in a single transaction, and that money is then converted into credits. When you use services that would cost your account money, you would spend credits instead.
Once your wallet credits go below a certain amount (determined by the account user/owner), your default credit card will automatically be charged and more credits will be added to your wallet, preventing any interruption from paid services.
Some of the benefits of the wallet system are:
- View Current Balance: See your available funds at a glance.
- Monitor Complimentary Credits: Track any complimentary credits provided.
- Manage Funds: Add funds to your wallet to ensure uninterrupted services.
Frequently Asked Questions
Q: Why aren’t my customers receiving receipts for wallet reloads or SaaS plan rebills?
Customers do not automatically receive receipts for wallet credit reloads (e.g. $25 top-ups for usage like SMS or email). These wallet transactions are visible to the agency but are not sent to the client by default. For SaaS plan rebills, receipts are handled by Stripe. To ensure clients receive them, go to your Stripe account > Settings > Email Receipts, and enable receipt emails for successful payments.
Q: How can I add a new payment method?
Navigate to the Payment Methods section within the Billing area, click on 'Add New Card,' and enter the required card details.
Q: Is it possible to have multiple active subscriptions?
Yes, you can manage multiple subscriptions, including SaaS, Reselling, and Marketplace apps, all from the Subscriptions section.
Q: How do I update my billing address?
In the Billing section, locate the Billing Information area and click on 'Edit' to update your billing address.
Q: Where can I view my past invoices?
Access the Charges and Transaction History section within Billing to view and download past invoices.
Q: How do I add funds to my wallet?
In the Wallet section, click on 'Add Funds' and follow the prompts to add the desired amount to your wallet balance.
Related Articles
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