In certain situations, you may have an existing client or sub-account that has not been configured for SaaS Mode. Activating SaaS Mode offers several advantages, including the ability to manage feature access, enable rebilling, and more.

Transitioning an Existing Sub-Account to SaaS Mode #

Locate the sub-account you wish to convert inside the Sub-Accounts tab in your Agency View and click the three-dot icon at the bottom right corner.

Select Switch To SaaS.

If the customer does not already exist in Stripe #

A modal window will appear. In this window, select the Share Link option. Click Copy Link and then proceed to click the Convert to SaaS button.

Subsequently, instruct your client to follow the provided link and securely upload their payment card information.

If the customer already exists in Stripe #

Within the modal window, choose the I already have this customer in Stripe option.

Search for and select the relevant customer from your Stripe account.

Continue with the process, and you will be prompted to choose the appropriate plan from your SaaS Configurator to which you wish to transition that client.

Frequently Asked Questions #

Where do I start the conversion to SaaS Mode? #

Open the Sub-Accounts tab in your Agency View, find the sub-account, click the three-dot icon at the bottom right, and choose “Switch To SaaS.”

What if my client is not yet a Stripe customer? #

Select the “Share Link” option, copy the link, click “Convert to SaaS,” and send the link to your client so they can securely enter their payment card details.

What if my client is already in Stripe? #

Choose the “I already have this customer in Stripe” option, then search for and select the matching customer from your Stripe account before assigning a plan.

Where do the subscription plans come from? #

Plans are defined in your SaaS Configurator. During conversion you will be prompted to select which configured plan the client should be placed on.

Why convert an existing sub-account to SaaS Mode? #

Converting unlocks SaaS features such as managing feature access, enabling rebilling for usage, and automating recurring subscription billing for that client.

Does the client need to take any action? #

If they are not already in Stripe, yes — they must follow the shared link and upload their payment card information to complete the conversion.