Charge clients a percentage of ad spend (Rebilling)

Who this is for

Agency admins. Available on Plus plan and above. Requires a connected Stripe account.

Where to find it

Brands tab (top navigation) → Agency tab → Client Billing.

How Rebilling works

Rebilling uses a prepaid balance system:

You set a percentage fee — your agency markup on top of the client's ad spend.
Clients load an initial balance into their account to cover your fee. This is separate from their actual ad spend, which goes directly to Meta, Google, and other ad platforms.
As they run ads, your fee is drawn from that balance.
When the balance drops to the recharge threshold you define, the client is automatically charged again for a set top-up amount.
If a recharge fails (e.g., expired card), ads continue running until the balance actually reaches zero — then delivery stops.

Steps

Open the Brands tab and select the Agency tab.
Click Client billing and select Rebilling (not SAAS Configurator).
Set your global Ad Management fee. This applies to all client workspaces unless overridden individually.
Set the Initial Client Charge — this is the upfront amount clients must load before they can run ads under this billing model.
Set the Balance Refill threshold — the balance level that triggers an automatic top-up charge.
Save. Clients will be prompted to add their payment details and fund their balance on their next login.

Once Rebilling is active, clients will see their balance in their account and receive automatic charges as they spend. You can monitor balances and recharge history from the Clients tab.

When the Balance Refill threshold is met, the Initial Client Charge amount will be charged.

Override the percentage for a specific client

To set a lower or higher rate for a specific client — for example, a discounted fee for a high-spend account:

Open the Brands tab and find the workspace.
Open that workspace's settings by clicking the three dots to the right. Tap Rebilling.
Enter a custom rebilling percentage. This replaces the global rate for that workspace only.
Save.

You can run Rebilling alongside a fixed subscription plan from the SAAS Configurator for the same client — for example, a flat monthly retainer plus a percentage markup on spend. See Set up client billing with Stripe.

Common issues

Client's ads stopped running

Their balance reached zero after a failed recharge. Ask them to update their payment method in their account settings and top up their balance. Ads resume once the balance is funded.

Client asking why they're charged separately from ad spend

Rebilling covers your agency fee only. Their actual ad spend is charged directly by Meta, Google, and other platforms — it's two separate billing relationships.

Rebilling not visible in the Agency tab

This feature requires Plus plan or above. Verify your current plan in Profile settings.

Set up client billing with Stripe
Manage workspaces and team members
Set up your agency and manage clients
Monitor client performance from the Clients Reporting Dashboard