Rebilling & billing

Charge clients for ad spend and manage your UpHex subscription.

7 articles

• How To Cancel Your Free Trial or Subscription If you're looking to cancel your UpHex subscription or free trial, you can do so by following these steps: Go to https://app.uphex.com/settings#billing-settings Look for the...
• How to Manually Charge a Client and Adjust Recharge Settings 0:00 Hey, so if you go to Rebilling, and then find the client that you would like to process payment for you'll see a few symbols next to the client's name on the right side....
• Rebilling Best Practices What Is Rebilling? Rebilling helps you earn a percentage of client ad spend run through your UpHex account. Use these best practices to keep accounts healthy and billing smooth....
• Rebilling Setup Part 1 - Setting Up Your Agency Settings Setting Up Rebilling - Agency Settings: A Step-by-Step Guide Before you start, make sure you have the following: An UpHex account on a Premium plan. Rebilling is not available...
• Rebilling Setup Part 2 - Setting Up Clients Setting Up Rebilling for Individual Clients: A Step-by-Step Guide This guide explains how to set up rebilling for your clients after you have connected your agency's ad accounts...
• Rebilling: Dashboard Overview Rebilling Dashboard Overview The Rebilling Dashboard gives you a centralized view of all your clients using rebilling. Accessing the Dashboard: Click Rebilling in the left-hand...
• Rebilling: Get Notified When A Client Adds Credit Card Get Notified When a Client Adds Their Credit Card When a client adds their credit card for rebilling, you can be notified so you know they are ready to start running ads. How It...