Setting Up Rebilling for Individual Clients: A Step-by-Step Guide
This guide explains how to set up rebilling for your clients after you've connected your agency's ad accounts and Stripe account to UpHex, as shown in the previous video and support article.
Here's how to enable and configure rebilling for a client:
Navigate to the client's profile within your UpHex account.
Select "Rebilling". You'll notice that the rebilling option isn't yet visible in their GoHighLevel sub-account.
Enable rebilling by toggling the "on" button.
Choose the ad platforms to use for rebilling (Facebook, Google, or both).
If you only want to rebill for one platform, simply deselect the other.
If you choose both, the total ad spend from both platforms will be combined for billing purposes.
Set the "Initial Charge Amount".
This is the amount your client will be initially charged to activate rebilling.
This amount will also be used for subsequent recharges.
Set the "Recharge Threshold".
UpHex will recharge your client automatically when the ad "charge amount" reaches this amount. For example, if you set this to $50, the client will be automatically recharged when their balance reaches $50.
Set the "Management Fee".
This is the percentage UpHex will deduct from each "charge amount" as your agency fee. This fee is calculated from the "Charge Amount."
For example, if the "Initial Charge Amount" is $400 and the management fee is 10%, $40 will be deducted for your agency, and $360 will be allocated for the client's ad spend.
Click "Save" to apply the rebilling configuration.
How your client adds their payment information:
Once you've enabled rebilling, a new option called "Add Credits" will appear in the client's GoHighLevel sub-account.
Guide your client to enter their name, email address, and credit card information in the provided fields.
They should then click "Collect Info" to securely store their payment details for future rebilling.
When your client submits their payment information, their card will be automatically charged the "Initial Charge Amount". That amount will remain in their balance until they start running ads.
Transaction History and Balance:
Both you and your client can view the transaction history and the remaining ad credit balance within the rebilling section of their GoHighLevel sub-account.
You can also view this in your UpHex account in your client's rebilling section.
How the rebilling process works:
When your client adds their credit card, they'll be charged the "Initial Charge Amount" through your Stripe account. This full amount will be deposited into your agency's Stripe account.
UpHex will automatically deduct your "Management Fee" from the "Initial Charge Amount". Your client's will run ads (currently through your agency's ad account), for the "Charge Amount - Agency Fee". For example, if your "charge amount is $400, and your agency management fee is 10%, you would get the full $400 deposited in your agency Stripe account, and your Facebook and/or Google ads would have $360 of ad spend to use.
When the client's ad spend balance hits the "Recharge Threshold", they will be automatically recharged the "Initial Charge Amount".
If a recharge fails, the ads will be automatically paused to prevent further spending on your agency's ad account.
That's it! You have successfully set up rebilling for your client.