Your agency's billing and wallet
See your agency plan, top up the wallet that pays for your clients, understand what it is charged for, and keep clients from being put on hold.
Your agency account has its own plan and its own wallet. On the Resell plan that wallet pays the wholesale price for your clients: their usage and a monthly seat for each client on one of your plans. Your clients pay you, through your Stripe. Keeping the wallet topped up is what keeps your clients running.
Before you start
- You are an owner or admin of the agency account.
- A card to top up with.
Steps
- In the sidebar, under Agency, press Billing & wallet.
- Read Current plan: Unlimited ($199 a month) or Resell ($399 a month), and when it renews. To move between them, use Change plan.
- Read Usage: how much of your plan's funnels, custom domains, team seats, contacts, emails and site and funnel builds you have used this month, and what AI cost this month.
- Under Add-ons, add what your plan caps, such as an Extra brand or an Extra custom domain, charged to your wallet.
- Under Wallet, read the balance and what was spent this month. Choose an amount ($10, $25, $50 or $100) and press the Top up button. Pay on the page that opens.
- Read Transactions for every charge and top-up, newest first.
- To change your card, see invoices or cancel your agency plan, press the button under Manage billing. It opens Stripe's secure billing portal.
What happens next
On the Resell plan, your wallet is charged:
- Your clients' usage at your cost. Texts, emails, calls, numbers, AI and add-ons your clients use are taken from your wallet at the wholesale price. What they pay you is set on Reselling.
- A wholesale seat for each client on one of your plans, once a month: the monthly price of the tier underneath their plan. Nothing is charged while a client is in a free trial.
If the wallet cannot pay a client's seat, it is retried every day. After seven days unpaid, that client is put on hold until the seat is paid; the hold then lifts by itself.
On the Unlimited plan, your clients pay for their own usage from their own wallets, and your wallet pays only for your own account.
Agency home › Dashboard shows your Wallet balance and what was used in the last 30 days, and Reselling › Clients shows what each client cost you and brought in.
Automatic refills are not available yet, so check the balance and top up by hand. The balance is always in the chip at the top of the page.
For white-label agencies
Clients never see your wallet, your costs or your plan. They see their own prices and their own billing, with your agency's name.
Troubleshooting
"Not enough balance for this". The wallet cannot cover what you tried to do. Press Top up $10 in the box (or Add a card if none is saved), or top up a larger amount under Wallet.
Clients' AI or texting stopped at the same time. Your wallet is empty and it pays for their usage. Top up.
A client was put on hold and I did not suspend them. Their seat was unpaid for seven days, or their own payment to you failed. Top up your wallet; if it was their payment, they use Update payment on their hold screen.
The margin on Agency home looks too high or too low. It is your clients' plan prices minus the wholesale seats. Usage is shown separately under Reselling.
Related
Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.