Re-billing
Assign Client Plans
Easily assign customized SaaS plans to your client accounts. This streamlines your client onboarding by assigning tailored SaaS subscription plans to individual accounts.
Pre-requisite
- Ensure your subscription tiers are set up beforehand
- Want to create one? [Link] Learn how to create SaaS Plans.
Steps for Agencies to Assign a SaaS Plan
1
Log in to the Agency Panel
- Navigate to the “Clients” menu.
- Click on the desired client name and open the “Pricing” tab.
2
Enable Subscription
- Tick the checkbox to assign a subscription plan.
- The **first **selected plan will appear **last **in the client account’s subscription list.
Steps for Clients to Access SaaS Plans
1
Log in to the Client App
- Navigate to the Plan & Billing Menu
- View available subscription plans.
2
Subscribe to a Plan
- Click “Subscribe” on your desired plan.
- Review subscription details before confirming.
Upon successful subscription:
- A Success page will be displayed.
- Clients will receive a confirmation email with the payment invoice.
- Agencies will receive a notification via email to the billing contact.