How to Use Custom Payment Providers for SaaS Mode

TABLE OF CONTENTS

• Setup SaaS Mode with Custom Payment Providers
  • Step 1: Mark an Agency Sub-Account
  • Step 2: Install a Payment Provider App
  • Step 3: Configure the Integration
  • Step 4: Create and Sell SaaS Products
  • Step 5: Convert Existing Sub-Accounts to SaaS
  • Step 6: Wallet & Add-On Handling
• Important Notes

Setup SaaS Mode with Custom Payment Providers

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 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.

• 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.

? 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.

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.

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).

Important Notes

• Only payment providers that support recurring billing and off-session charging are compatible with SaaS Mode.

• Providers like Razorpay, which lack these features, cannot currently be used for SaaS subscriptions.

• Agencies can choose from 50+ global providers available in the Marketplace.