Client billing is one direction of money only: what your clients pay you, and the credit pool underneath it. What you pay us is in Settings > Subscription and never shares this page.
What you need: the agency owner, and a connected Stripe account before anything can be charged to a client.
How the money moves
Your clients pay you through your own Stripe. We bill you for credits and nothing else: no revenue share, no per-seat fee. The gap between your retail price and your credit cost is yours, and your clients never see this screen, our name, or the word credit.
The 4 rails
Overview holds the pool. Credits left, the burn rate averaged across the cycle, the projected depletion date and the reset date sit on one card, with Top up automatically and its threshold underneath. Below that are the packs you buy from us and the monthly commit, which refills the pool each cycle and fixes the rate you pay on every extra credit.
The credit balance card with burn rate, projected depletion and the auto top-up controls.
2 warnings live above the rail because they are not facts about one tab: promising more capacity than you hold, and a pool that empties before the cycle resets.
Allocation is the cap per client location, editable in place. The cap is a hard stop: a client who reaches it has their automation paused until you raise the cap or the cycle resets, while their reviews feed keeps filling and their team can still answer by hand.
Client pricing is your plan catalog, the retail price per client, the packs you sell on, the Stripe connection, and the subscriptions your Stripe is actually collecting.
Ledger is every credit that entered or left the credit pool, newest first, with the monthly credits at the start of the current cycle. Filter it by monthly credits, agent replies, rule actions, credit packs and allocation changes.
The usage ledger filtered by event type.
Connecting Stripe
Client checkout, subscriptions, invoices and portal sessions are all created on your own Stripe account, so your name is on the statement and the money never touches us.
- Press Connect with Stripe on Client pricing.
- Sign in to your Stripe account, or create one.
- Choose the account that should collect from your clients and authorize it.
The Stripe Connect panel in its connected state.
We cannot see your balance and cannot move money out of your account. Revoke our access here or in your Stripe dashboard whenever you like.
Disconnecting stops client checkout immediately. Nobody can buy a pack or start a plan, and existing subscriptions stop renewing until you authorize the account again. Nothing is canceled or refunded in Stripe, and reconnecting the same account picks them back up. Reviews and automation are unaffected either way.
Selling packs on
Sell packs to your clients lets a client top their own credit pool up instead of waiting for you to raise their allocation. The switch needs a connected Stripe account.
Set a Default margin and each pack on auto is priced from your credit cost, rounded up to the next price ending in 9. Switch a pack to manual to type a price that stays put, and the row shows the margin either way, warning you when a manual price has drifted under your default or below cost.
Packs draw from your credit pool, so credits you have already sold have to be covered by credits you still hold. The screen says so when it is not.
Watching the subscriptions
The Client subscriptions table is the other half of the retail prices: that one says what each client should pay, this one says whether Stripe collected it. Past-due rows are tinted and carry Send payment link, and the footer totals what is collecting this cycle.