> ## Documentation Index
> Fetch the complete documentation index at: https://docs.teamfollowup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Use the public API base URL: https://api.teamfollowup.ai/api.
> Authenticate public API requests with Authorization: Bearer YOUR_API_KEY.
> Use product-owned terms: agents, campaigns, projects (GoHighLevel sub-accounts), contacts, calls, outcomes, skills, cadences, phone numbers.
> Scope requests by locationId rather than projectName.
> Read the guide linked from each API reference group before recommending an endpoint.

# How to set up rebilling

> Charge your client's card for their calls at your own price per minute. Connect Stripe, choose Client pays you, add their card and top up their wallet.

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.

[Video walkthrough: set up rebilling with Stripe](https://www.loom.com/embed/3ecf1a9bf22b4ef4bfa5552f4ef6e512)

## 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**](https://app.teamfollowup.ai/billing#clients) 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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/rebilling-tab-stripe-not-connected-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=ebb48932b1fa7b5295fb45ae01a0a81c)

## 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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/stripe-connected-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=e604ccdc53f3f5eab6606e03bb59622d)

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:

| Status | What it means | What to do |
| - | - | - |
| **Connected** | Charges and payouts are both on. | Nothing. |
| **Setup unfinished** | Charges are not on yet, so you cannot bill a client. | Click **Finish on Stripe**. |
| **Payouts pending** | You can charge clients, but the money stays in Stripe. | Click **Finish on Stripe** to add your payout details. |
| **Disconnected** | Client payments do not reach your bank. | Click **Reconnect**. |

## 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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/who-pays-switch-confirm-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=5579f67673f50844458b75b55225d4cf)

**Who pays** has three answers:

| Answer | What happens |
| - | - |
| **You** | The client's calls and texts use your agency minutes. |
| **Client pays you** | This is rebilling. Your client's card is charged on your Stripe account at your price. You keep the difference. |
| **Client pays TFU AI** | We charge your client's card \$0.37 a minute. Your plan does not change this price. You do not earn on this client, and you never handle the payment. Your client can manage the card, top-ups and payment emails from their own login. |

**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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/client-rate-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=0adafbae648ff1b16c0d93553f7db28b)

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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/client-card-new-customer-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=a08f99b22b7aa278e357b76e8b85370d)

**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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/client-card-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=9e7eb12e61303a49b77389fac4b3770c)

## 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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/auto-recharge-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=83d1c4bf274478f328e91e86cfec79fb)

**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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/one-off-charge-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=fddf0909d94b2c90118ff6ba43349b3e)

Both add minutes to your client's wallet at your client rate.

> [!WARNING]
>
> 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.](https://mintcdn.com/teamfollowupai/cZ9SvyaVGil3AQL-/images/how-to/billing/credit-guard-light.png?fit=max\&auto=format\&n=cZ9SvyaVGil3AQL-\&q=85\&s=59e3cf6cbaec22b699963b33d3d2c00f)

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

* [AI interactions](https://docs.teamfollowup.ai/billing/ai-interactions.md): how chatbot texts use your
  client's minutes.
* [Balances, spend and sub-account wallets](https://docs.teamfollowup.ai/billing/overview.md): what every
  billing figure means.
* [Set up rebilling for a sub-account](https://docs.teamfollowup.ai/billing/set-up-rebilling.md): the same
  setup over the API, starting with
  [Update sub-account rebilling](https://docs.teamfollowup.ai/api-reference/billing/update-sub-account-rebilling.md).


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