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

You land a great client. You set up their account. You launch a massive SMS reactivation campaign. It crushes. They get fifty new appointments in a single weekend. You are thrilled.

Then your credit card bill arrives. You just paid hundreds of dollars in text messaging and call fees for a client paying you a small monthly retainer. You are literally losing money to get them results. You look at your margins and realize you are subsidizing their success.

You cannot scale an agency if you are paying for your clients’ telecom bills. HighLevel fixes this instantly with Phone Rebilling. You can automatically charge your clients for their exact usage directly through your Stripe account. Let us plug this massive profit leak right now.

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

Part 1: Check Your Phone Integration Status

First, we need to see which of your clients are ready to be billed for their own usage.

1. Navigate to Settings at the Agency level and click on Phone Integration.
2. Review the status of your sub-accounts. You will see if rebilling is enabled, can be enabled, or is disabled because they are still using Twilio instead of LC Phone.

Part 2: Request the Client Payment Method

Now we need to get their credit card on file so the system can charge them automatically.

1. Go to the Sub-Accounts tab in your Agency sidebar and open the specific account.
2. Scroll down to the Phone System Resell Settings and toggle the feature on.
3. The system will ask how you want to request payment. You can send them a direct link or select I already have this customer in Stripe to link an existing profile.
4. Remind your client to log in and add their card under Settings and Company Billing. Absolutely do not use your own agency credit card here.

Part 3: Activate the Rebilling

With the card securely on file, it is time to flip the switch.

1. Head back to the Manage Client area.
2. Enable the rebilling option for their account.
3. If you are on the Freelancer plan, the system defaults to a 1.05x markup to cover your Stripe processing fees. Upgrade to the Pro plan if you want to dial up the markup and generate actual profit from their usage.

Part 4: Track the Usage

Here is how the money actually flows.

1. You get billed directly from the CRM for the wholesale LC Phone usage.
2. Your client gets billed automatically from your Stripe account for their retail usage.
3. Check your margins anytime by going to your Agency Settings, clicking Billing, and selecting See Details in the credits section.

Automating your phone rebilling guarantees you never pay out of pocket for client success again.

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