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How does re-billing work?

Re-billing allows agencies to charge clients for usage like calls, SMS, or add-ons based on the client’s activity.

Client Billing

  • Clients are billed for usage exceeding the included plan limits, with charges deducted from their prepaid balance.

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Is rebilling mandatory for clients?

No, re-billing is optional. You can disable the subscription checkbox in the client account. If you prefer offline payments.

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How to hide Subscription Plans?

To disable the subscription plans page:

Steps:

  1. Go to the Client Account menu in the Agency Panel.
  2. Select the desired Client Account.
  3. Navigate to the Pricing tab and deselect all plans.

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How to add licenses manually?

Steps to Add a License

  1. Log in as Agency and go to Clients.
  2. Select the desired client and navigate to the License tab.
  3. Click Add to assign a manual license (Days or Minutes).
  4. Update Remarks for tracking purposes.

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How to enable subscription plans?

To Enable Pricing Plans:

  1. Go to the Client Account menu in the agency panel.
  2. Select the desired client account.
  3. Navigate to the Subscription Tiers tab and select the subscription plans you want to display in the client account.

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How to set custom pricing?

Yes, you can create or edit customized pricing plans tailored specifically to a client account.

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How to delete a pricing plan?

Yes, you can delete a pricing plan, provided it is not currently active with a customer subscription. 

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How to update pricing safely?

It is not possible to edit a plan that is active with a customer subscription. Instead, you can create a new plan and offer it to your clients as an updated option.

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How to limit plans for clients?

Yes, you can limit certain plans as needed to meet your business requirements. 

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How to manage client plan changes?

Clients can manage upgrades or downgrades between plans directly from the Plan & Billing Menu.  

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How to prorate mid-cycle charges?

No, prorated charges are not supported. The newly selected plan will take effect in the next subscription cycle. 

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How to track client minutes?

Clients can track their usage, including free minutes and add-on minutes, from the Plan & Billing Menu.

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Are there limits on plans?

No, there are no restrictions. You can create as many plans as needed to meet your business requirements. 

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How to monitor client revenue?

You can track and analyze revenue through the following options:

  • Option 1: Use the Agency Dashboard.  
  • Option 2: Review revenue reports from your connected Stripe account for detailed revenue insights.

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How to offer trials for plans?

By default, when a Client Account is created, it is treated as a trial plan.

If needed, you can manually disable the client account to restrict client access after the trial period ends.