Manage agency and client billing

Manage how you and your clients pay for usage — your own wallet, and how each client is billed.

Connect Stripe once

Before any client billing works, connect Stripe from Invoices → Connect Stripe. This is done once for the whole agency.

Set up a client's charging arrangement

1. In the sidebar, click Agency → Workspaces, then click into the client (you need to be a member of that workspace).
2. Open the Billing tab.
3. Turn on Use Master Stripe.
4. Turn on Custom Per Minute Rate and enter the rate. If Allow Wallet Sharing is already on, turn it off first — the two can't both be on. Optionally set a Phone Number Monthly Rate, which appears once Master Stripe is on.
5. Click Save Stripe Settings.

If you're raising the rate on a client who already has a balance, you'll be asked whether to keep their current minutes or their current balance before it saves. If the new rate is below your cost, you'll be warned and asked to confirm.

A client whose portal is fully branded onto your wallet doesn't have their own wallet at all — their Billing tab shows only a "Managed Workspace" card. Add Funds and auto-recharge don't apply to them; you bill them through Invoices instead.

Add funds to your own wallet

Click to enlarge

1. In the sidebar, click Billing.
2. Click Add Funds, enter an amount (minimum $5, USD), and click Continue to Payment to check out with Stripe.

Auto-recharge

Turn on Auto-Recharge, then set a Minimum Balance (at least $10) and a Recharge Amount. This needs a saved payment method — add funds once first if you don't have one on file.

Sharing a wallet across workspaces

Wallet Sharing is available to the Owner or an admin on the master workspace. Turn it on to open Linked Workspaces, where you switch on which workspaces share the wallet, or turn on Auto-link new workspaces so new ones join automatically.

Recent transactions across the wallet appear under Recent Activity.

Related: Manage workspaces, Run batch calls.