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Overview

Each sub-account has its own wallet that funds their AI usage (voice calls, messages). Clients add funds to their wallet, and usage is billed at the rates you set via Rebilling.

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Prerequisites

Before a client can set up their wallet, they must be invited as a member to their sub-account. Without this, they won’t see the billing settings.
Why can’t my client see their billing settings?They need to be invited as a workspace member first. Go to your Agency Dashboard, find their sub-account, click Invite Member, and send an invite to their email. Once accepted, they’ll see the Billing menu and can set up their wallet.

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Client Wallet Setup

Once invited as a member, your client can:
  1. Navigate to their sub-account’s Settings > Billing
  2. Add a payment card
  3. Fund their wallet
  4. Enable auto-pay for automatic refills

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How Usage Is Billed

  • Usage charges are deducted from the sub-account’s wallet at the rates you configured
  • If the wallet runs dry, AI services pause until funds are added
  • Transaction history is visible to the client in their billing portal
If you want another user to access billing settings, they also need to be added as a member of the workspace.

Agency Wallet

Your agency-level wallet

Rebilling

Set client pricing

User Management

Invite members to sub-accounts

Billing Portal

Understand billing and invoices