Set up client billing with Stripe

Who this is for

Agency admins. Available on Plus plan and above. Both billing methods require a connected Stripe account with completed identity verification.

Where to find it

Brands tab (top navigation) → Agency tab → Client Billing → SAAS Configurator or Rebilling.

Option A — Fixed subscription plans (SAAS Configurator)

Use this to charge clients a fixed monthly or annual fee for your services. You create pricing plans, and Stripe handles invoicing and renewals automatically.

Step 1: Connect Stripe

1. Open the Agency tab and go to Client Billing.
2. Click Connect Stripe and complete the authentication flow. This creates a dedicated Stripe workspace for your agency's billing — separate from any personal Stripe use.

Step 2: Create a pricing plan

1. Click '+ Add New Plan'.
2. Fill in the plan details:
   • Name and description — visible to clients on their billing screen
   • Amount
   • Billing interval
   • Trial period (optional) — days before the first charge
3. Tap create. The plan is immediately available to assign to clients.

Step 3: Control plan visibility

Tap on Plan Settings to choose who can see and subscribe to each plan:

• All clients — visible to every workspace
• New clients only — visible only to accounts created after the plan was published
• Selected clients — assign to specific workspaces individually

Option B — Percentage of ad spend (Rebilling)

Use this to charge clients an agency fee based on how much they spend on ads. The platform manages a prepaid balance per client — when the balance runs low, they're automatically recharged.

How Rebilling works

• 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 platforms.
• As they run ads, your fee is drawn from the balance.
• When the balance drops to the recharge threshold you set, the client is automatically charged a top-up amount.
• If a recharge fails, ads continue running until the balance actually reaches zero — then delivery stops.

Setting up Rebilling

1. Open the Agency tab and click Client Billing.
2. Within the Rebilling tab, enable Automatic Client Billing.
3. Set your global Ad Management fee — applies to all client workspaces by default.
4. Set the initial client charge — the amount clients must load before running ads.
5. Set the recharge threshold.
6. Save. Clients will be prompted to add their payment details and fund their balance on next login.

To apply a different rate for a specific client, open the settings of their workspace in the Clients tab by clicking on the three dots to the right and enter a custom rebilling percentage. This overrides the global rate for that workspace only. See Charge clients a percentage of ad spend (Rebilling) for full details.

Choosing between the two methods

Common issues

SAAS Configurator or Rebilling not visible

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

Stripe connection failing

Make sure you're connecting to a Stripe account with completed identity verification. Unverified Stripe accounts cannot accept payments.

Client not seeing their pricing plan

Check plan visibility settings. If set to "Selected clients," confirm the plan has been assigned to that specific workspace.