How to Activate SaaS Mode, Request Payment, and Configure Phone Rebilling in HighLevel

You just closed a massive new client. You build out an incredible SMS reactivation campaign for them. The campaign goes viral, texts are flying out, and leads are pouring in. The client is absolutely thrilled with the ROI.

But then you look at your agency credit card statement. You just paid $500 in usage charges for their campaign. You try to invoice them for it, but they push back, saying, “I thought all software costs were included in the retainer.” You are subsidizing your clients’ success out of your own pocket and bleeding profit margins on every single text message they send.

You cannot scale an agency if you are paying the bill every time a client uses the system. HighLevel fixes this instantly with SaaS Mode and Phone Rebilling. You can completely automate the billing process so your clients pre-pay for their own phone and SMS usage. It eliminates your out-of-pocket costs, reduces billing errors, and even generates a recurring profit margin. Let us get your agency’s billing fully automated.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Connect Stripe and Check Account Eligibility

Before you can rebill anyone, you need the right infrastructure in place.

1. Ensure your Stripe account is fully connected to your Agency account.
2. Navigate to the Agency Level -> Settings -> Phone Integration.
3. Look at your list of sub-accounts. The system will show you their exact status: Phone rebilling enabled, Phone rebilling can be enabled, or Phone rebilling disabled. (Note: If it says disabled, you must move the sub-account to LeadConnector Phone instead of Twilio before you can rebill them).

Part 2: Enable the Resell Settings

Let us turn the billing engine on for a specific client.

1. Navigate to the Manage Client page. You can access this directly from the Phone Integration screen, or by going to your Agency Sidebar > Sub-Accounts and scrolling to the specific account.
2. Scroll down until you find the Phone System Resell Settings section.
3. Toggle this setting to on.

Part 3: Collect the Payment Method

The system needs to know exactly which card to charge.

1. HighLevel will ask how you want to collect the payment method. If your client is already paying you through Stripe, simply select I already have this customer in Stripe and search for them using their Name, Email, or Stripe ID.
2. If they are not in your Stripe yet, your client must log in to the CRM and add their card manually by navigating to Sub-Account Level -> Settings -> Company Billing.
3. Crucial Rule: Do NOT add your own agency card here. It must be your client’s payment method. A sub-account must have at least one account admin to manage this page.

Part 4: Configure the Rebilling Logic

Once the client’s card is successfully attached, you can finalize the rebilling option in the Manage Client area.

1. If you are on the $297 Freelancer Plan: You cannot manually mark up the usage costs for profit. However, the system automatically applies a default 1.05x multiplier (a 5% markup) to completely cover your Stripe processing fees. Plus, your sub-accounts still benefit from LeadConnector Phone pricing, which is about 10% cheaper than Twilio!
2. If you are on the $497 Pro Plan: You have full SaaS capabilities. You can configure your own multiplier to mark up the costs and generate a direct profit on every text and call your clients make.

Part 5: Monitor Usage and Spending

Everything happens automatically. You get billed from the CRM for the LC usage, and your client gets billed straight from your Stripe account.

1. To check your total agency spending, head to Agency Level -> Settings -> Billing and click See Details in the credits section.
2. Your clients can completely self-manage and check their own usage by going to Sub-Account Level -> Settings -> Company Billing and clicking See Details.

Automating your phone rebilling guarantees you never pay for a client’s campaign again while effortlessly adding a brand new revenue stream to your agency.

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