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With rebilling, your client pays for their own calls. Their card is charged on your own Stripe account, at the price per minute you set. You keep the difference between your price and your cost.

Before you start

  • You are an agency admin.
  • Your agency is on the Business plan, or is a managed agency. On other plans, the Rebilling tab offers an upgrade.
  • You have a Stripe account, or you can create one during Step 2.
  • The client’s sub-account is connected, so it shows in your list.
  • You have your client’s card details, or a Stripe customer you already made for them.

Step 1: Open the Rebilling tab

Go to Billing and click the Rebilling tab. It lists every client sub-account and who pays for its minutes. The Rebilling tab. Four clients are listed, all paid by You. The Stripe panel is open and shows Not connected with a Connect Stripe button. The Rebilling tab. Four clients are listed, all paid by You. The Stripe panel is open and shows Not connected with a Connect Stripe button.

Step 2: Connect Stripe

You connect Stripe once for your agency. Every client you rebill then pays into that Stripe account.
1

Open the Stripe panel

At the top of the Rebilling tab, click Stripe.
2

Connect your account

Click Connect Stripe. Stripe opens in a new browser tab. Sign in and pick the account to link, or create a new one.
3

Come back to the app

When you finish on Stripe, the app shows Stripe account connected. The Stripe panel shows Connected, with Charges and Payouts both Enabled.The Stripe panel showing Connected, with Charges Enabled and Payouts Enabled.The Stripe panel showing Connected, with Charges Enabled and Payouts Enabled.
If the app says The setup window was blocked, allow popups for the app and click Connect Stripe again. The Stripe panel tells you if anything still needs doing:

Step 3: Choose Client pays you

1

Open the client

In the list on the Rebilling tab, click the client.
2

Choose who pays

Under Who pays for this client’s minutes?, click Client pays you.
3

Set your price

In Price per minute your client pays, enter your price. It starts at 1.5 times your cost, and your cost per minute shows under the box.
4

Switch

Click Switch.Switching Harbour Physio to Client pays you. The price per minute your client pays is 0.60, the cost is 0.41 dollars a minute, and there is a Switch button.Switching Harbour Physio to Client pays you. The price per minute your client pays is 0.60, the cost is 0.41 dollars a minute, and there is a Switch button.
Who pays has three answers: Client pays you needs Stripe to be connected first. If it is not, the app asks you to connect it.

Step 4: Check your client rate

The client now shows Balance, Client rate and You earn. To change the price, click the rate or the pencil next to it. A balance of 1,240 minutes, a client rate of 0.60 dollars a minute, and You earn 0.19 dollars a minute. A balance of 1,240 minutes, a client rate of 0.60 dollars a minute, and You earn 0.19 dollars a minute. A price below your cost shows Below platform cost, and You earn becomes You lose. You can still save it. A price above $10 a minute, or 5 times your cost or more, asks you to confirm.

Step 5: Add your client’s card

1

Start adding a card

Under Payment methods, click Add card.
2

Choose where the card is saved

If the client has no Stripe customer yet, the app asks Where should this card be saved?
  • Create customer & add card makes a new customer for this client in your Stripe account.
  • Link existing customer uses a customer you already have in Stripe. Pick the customer and the card to use.
A dialog that asks where the card should be saved, with Link existing customer and Create customer and add card buttons.A dialog that asks where the card should be saved, with Link existing customer and Create customer and add card buttons.
3

Enter the card

Enter your client’s card details and save. The card shows under Payment methods as Ready.The Payment methods card showing a Visa ending 4242, marked Auto-recharge and Ready, with an Add card button.The Payment methods card showing a Visa ending 4242, marked Auto-recharge and Ready, with an Add card button.

Step 6: Top up your client’s wallet

A rebilled client spends its own minutes. You can top them up automatically, by hand, or both. Auto-recharge charges the card when the balance gets low. Switch it on, then choose When below $ and Recharge with $. They start at $50 and $200. The recharge amount must be more than the low-balance amount. If you change an amount, click Save auto-recharge. Auto-recharge switched on, set to recharge with 200 dollars when the balance is below 50 dollars. Auto-recharge switched on, set to recharge with 200 dollars when the balance is below 50 dollars. One-off charge charges the card once, now. Enter Amount (USD), $1 or more. Add a Description if you want one. It shows on your client’s receipt. Then click the Charge button. A one-off charge of 100 dollars described as November top-up, with a Charge 100 dollars button. A one-off charge of 100 dollars described as November top-up, with a Charge 100 dollars button. Both add minutes to your client’s wallet at your client rate.
The minutes your client buys come out of your agency wallet. If your wallet is short and your own auto-recharge is on, we charge your card first. So one top-up can charge two cards.

Step 7: Choose what happens when the balance runs out

Under Credit Guard, choose one:
  • Stop calls: new calls stop when the client’s balance runs out. A call that is already running finishes, and your wallet pays for its extra minutes.
  • Keep calling on your minutes: calls go on, and your agency wallet pays for them. This is the default.
Credit Guard with two choices, Stop calls, which is selected, and Keep calling on your minutes. Credit Guard with two choices, Stop calls, which is selected, and Keep calling on your minutes. Calls your wallet paid for show as Unbilled on the Rebilling tab. You can settle them with your client later.

Turn rebilling off

Under Who pays, click You, then Switch. The client’s unused minutes go back to your agency wallet. Its card is unlinked and auto-recharge turns off. Nothing is refunded to your client, so settle up with them yourself. To switch many clients at once, click Select above the list, pick the clients, and switch them to You.

Next steps