Rebilling Setup Part 2 - Setting Up Clients

Updated 3 min read

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 and payment provider to UpHex, as shown in the previous video and support article.

Here is how to enable and configure rebilling for a client:

  1. Navigate to the client's profile within your UpHex account.

  2. Select the Rebilling section.

  3. Enable rebilling by toggling the switch to Enabled.

  4. Click Edit to open the rebilling settings panel.

  5. Choose the rebilling type:

    • Agency: Ads run through your agency's ad account. You control charges, thresholds, and the billing relationship.

    • Client: Ads run through the client's own ad account. You collect a management fee only.

  6. Choose the ad platforms to use for rebilling (Facebook, Google, or both).

    • If you only want to rebill for one platform, simply deselect the other.

    • If you choose both, the total ad spend from both platforms will be combined for billing purposes.

  7. Set the Management Fee.

    • This is the percentage deducted from each charge as your agency fee.

    • For example, if the initial charge is $400 and the management fee is 10%, $40 goes to your agency and $360 is allocated for ad spend.

For Agency Rebilling, also configure:

  1. Initial Charge: The amount your client will be charged when they first add their payment method. This amount is also used for subsequent recharges.

  2. Threshold: UpHex will automatically recharge your client when their balance drops to this amount.

Click Save to apply the rebilling configuration.

How your client adds their payment information:

  1. Once you have enabled rebilling, a billing link becomes available for the client.

  2. Guide your client to enter their name, email address, and credit card information.

  3. When your client submits their payment information, their card will be automatically charged the Initial Charge amount. That amount will remain in their balance until they start running ads.

Transaction History and Balance:

  • Both you and your client can view the transaction history and the remaining ad credit balance within the rebilling section.

  • You can also view this in your UpHex account in your client's rebilling section.

Additional Features:

  • Add Free Credits: You can manually add free credits to a client's balance from the rebilling settings.

  • Reset Credits History: You can reset a client's entire credit history if needed.

How agency rebilling works:

  1. When your client adds their credit card, they are charged the Initial Charge through your Stripe account. The full amount is deposited into your agency's Stripe account.

  2. UpHex automatically deducts your Management Fee from the charge. The remainder is allocated for ad spend.

  3. When the client's balance hits the Threshold, they are automatically recharged the Initial Charge amount.

  4. If a recharge fails, the ads will be automatically paused to prevent further spending on your agency's ad account.