Managing client pricing effectively is crucial for maintaining a flexible and scalable SaaS business. While default rates are set in the SaaS Configurator, there may be instances where you need to offer a client a customized rate. This can only be done if the Sub-Account has SaaS Mode enabled. With the ability to adjust pricing at the Sub-Account level, Agencies can tailor costs to meet specific client needs while maintaining profitability. Below is a guide on how to modify these rates within your Agency settings.

Accessing Sub-Account Settings #

From your dashboard, go to the Agency View and locate the Sub-Accounts section in the left menu. Find the specific Sub-Account you want to modify, click on its name to open the settings page or, use the three-dotted menu and select Manage Client.

Adjusting Client Rates #

In the Rebilling section, toggle on Enable Rebilling to activate the pricing customization feature for that Sub-Account.

If necessary, turn rebilling on or off for particular services within the subaccount. You can also adjust the markup for any service where rebilling is enabled by increasing or decreasing the pricing based on your agreement with the client.

Verify your adjustments in the summary table, then click save once you are satisfied.

Note: Any changes made here will apply only to the selected Sub-Account, ensuring flexibility without affecting global pricing settings.

Adjusting client rates in SaaS Mode provides the flexibility to tailor billing to meet specific client needs, ensuring personalized and accurate pricing. By following the steps outlined in this guide, you can efficiently manage custom rates for individual Sub-Accounts, enhancing client satisfaction and maintaining streamlined billing processes. Always review your changes to confirm they align with client agreements and your business policies.

Frequently Asked Questions #

Do I need SaaS Mode enabled to change rebilling rates? #

Yes. Custom rebilling rates can only be applied to a Sub-Account that has SaaS Mode enabled.

Will changing rebilling settings for one Sub-Account affect my other clients? #

No. Changes made in a specific Sub-Account apply only to that account and do not affect your global pricing settings.

Where do I find the rebilling settings for a Sub-Account? #

Go to the Agency View, open the Sub-Accounts section, then either click the Sub-Account name or use the three-dotted menu and select Manage Client. Rebilling controls are in the Rebilling section.

Can I enable rebilling for some services but not others? #

Yes. You can turn rebilling on or off per service and adjust the markup for any service where rebilling is enabled.

How do I confirm my pricing changes are correct? #

Review the summary table to verify your adjustments, then click save once everything aligns with your client agreement.

Where are default rates configured? #

Default rates are set in the SaaS Configurator. Sub-Account-level rebilling lets you override those defaults for individual clients.