Quick start
- Log into your HighLevel desktop app and make sure you are in the Agency View.
- Navigate to Settings and click on Billing.
- Open the Wallet & Transactions tab.
Follow the detailed steps below to complete the setup.
You just had a record-breaking sales month. You onboarded twenty new clients onto your SaaS offer, and everyone is absolutely thrilled.
Then, the end of the month rolls around. You check your Stripe dashboard, expecting a massive profit margin, but your jaw hits the floor
. One of your new clients just ran a massive SMS reactivation campaign, another used AI to generate a hundred blog posts, and a third blasted ten thousand emails.
Because you didn’t set up your billing infrastructure correctly, you just paid for all of that usage straight out of your own pocket.
You aren’t running a highly profitable SaaS company; you are running a charity for local business owners.
The invisible margin killer in any agency is unbilled client usage. HighLevel completely solves this with the Agency Wallet and the Rebilling engine.
You can instantly pass these costs along to your clients, and if you structure it right, you can even mark them up for a marginal profit. Let’s lock in your billing so you actually keep the money you make.
Part 1: Fund the Command Center (The Agency Wallet)
HighLevel does not charge you a massive fixed fee for usage. You only pay for exactly what you and your clients actually use (like SMS, emails, and AI). This all runs through your Agency Wallet.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Log into your HighLevel desktop app and make sure you are in the Agency View.
- Navigate to Settings and click on Billing.
- Open the Wallet & Transactions tab.
- This is your financial command center. HighLevel charges your Agency card on file to load credits here. When a service is used, the charge is deducted from this wallet.
- Set your minimum balance. If the wallet drops below this number, the system automatically recharges it so your clients’ campaigns never abruptly shut off.
Part 2: Weaponize Your Margins (Rebilling Phone and Email)
Stop paying for your clients’ text messages. You need to turn the native LC Phone and LC Email systems into profit centers.
- Email usage costs you an incredibly low $0.675 per 1,000 emails. The Phone System pricing matches Twilio exactly.
- If you are on the $297/mo plan, you can rebill these exact costs directly to your client’s credit card so you break even.
- If you want to make a profit, upgrade to the $497/mo plan. This unlocks Rebilling WITH Markup.
- Navigate to your SaaS Configurator and set a multiplier (like 2x or 3x). Now, every time your client sends a text message, you make a passive micro-profit.
Part 3: Structure Your Digital Employees (AI Pricing)
Your clients want to use the bleeding-edge AI tools, but AI costs money. You have two ways to structure this so you never eat the cost.
- Pay-Per-Use: Tools like Content AI and Ask AI charge a tiny fraction of a penny per word or execution. You can use the $497/mo plan to rebill this usage at a markup, just like your SMS charges.
- AI Employee Unlimited Plan: If your client uses AI heavily, put them on the unlimited plan. It costs you $97/mo per enabled sub-account, covering inbound Voice AI, Conversation AI, Reviews AI, and Content AI. You simply roll this $97 cost into their monthly retainer fee.
Part 4: Activate High-Ticket Reselling Services
HighLevel allows you to act like a massive software conglomerate by reselling premium services with the click of a button.
- Navigate to Agency View > Reselling.
- Turn on WordPress Hosting. It costs you as little as $10/mo, but you can package it to your client for $50/mo.
- Enable Online Listings (Yext). This costs you $30/mo, but local businesses will happily pay $100/mo to ensure their SEO data is accurate across the web.
- Activate the Branded Client Portal App ($49/mo) or Premium Prospecting ($29/mo) and bake them directly into your high-tier SaaS packages.
Part 5: Master Workflow Execution Costs
Advanced automations use Premium Actions, and those cost a fraction of a cent ($0.01) per execution.
- Standard triggers and actions are completely free. You only pay for premium executions in your sub-accounts.
- If you have enterprise clients running massive automations, do not pay per execution.
- Buy a Workflow Pro Plan. The Starter Tier is just $10/mo for 10,000 executions, drastically lowering your overage rates and creating a predictable scaling path.
Stop letting unbilled usage quietly drain your agency’s bank account. Dial in your wallet, set up your rebilling, and keep your margins intact.
Frequently Asked Questions
What should I know about fund the Command Center (The Agency Wallet)?
HighLevel does not charge you a massive fixed fee for usage. You only pay for exactly what you and your clients actually use (like SMS, emails, and AI). This all runs through your Agency Wallet. Ready to streamline this? Here is exactly how to do it in 60 seconds: Log into your HighLevel desktop app and make sure you are in the Agency View. Navigate to Settings and click on Billing. Open the Wallet & Transactions tab. This is your financial command center. HighLevel charges your Agency card on file to load credits here. When a service is used, the charge is deducted from this wallet. Set your minimum balance. If the wallet drops below this number, the system automatically recharges it so your clients’ campaigns never abruptly shut off.
What should I know about weaponize Your Margins (Rebilling Phone and Email)?
Stop paying for your clients’ text messages. You need to turn the native LC Phone and LC Email systems into profit centers. Email usage costs you an incredibly low $0.675 per 1,000 emails. The Phone System pricing matches Twilio exactly. If you are on the $297/mo plan, you can rebill these exact costs directly to your client’s credit card so you break even. If you want to make a profit, upgrade to the $497/mo plan. This unlocks Rebilling WITH Markup. Navigate to your SaaS Configurator and set a multiplier (like 2x or 3x). Now, every time your client sends a text message, you make a passive micro-profit.
What should I know about structure Your Digital Employees (AI Pricing)?
Your clients want to use the bleeding-edge AI tools, but AI costs money. You have two ways to structure this so you never eat the cost. Pay-Per-Use: Tools like Content AI and Ask AI charge a tiny fraction of a penny per word or execution. You can use the $497/mo plan to rebill this usage at a markup, just like your SMS charges. AI Employee Unlimited Plan: If your client uses AI heavily, put them on the unlimited plan. It costs you $97/mo per enabled sub-account, covering inbound Voice AI, Conversation AI, Reviews AI, and Content AI. You simply roll this $97 cost into their monthly retainer fee.
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