Agency 101 | SAAS Configurator: Streamline Your Client Billings

With the SAAS Configurator, you can effortlessly handle everything from creating pricing plans to tracking customer subscriptions. This powerful tool integrates seamlessly with your existing workflow, saving you time and simplifying administrative processes.

Setting up your billing configuration with this new tool can be done in just a few simple steps.

1. Connecting to Stripe - The first step is to connect your SAAS Configurator to your Stripe account. This creates a dedicated workspace for managing your ad tool's billing, keeping your finances organized.


2. Creating Pricing Plans - Once connected, you can create tailored pricing plans for your clients. Customize plan details such as description, amount, currency, billing interval, and even trial periods to match your offerings.
3. Managing Plan Settings - The SAAS Configurator gives you control over who sees your pricing plans. Choose to display pricing to all customers, only new clients, or a specific group of selected clients. You can also easily edit or archive plans as needed.

• Simplified Billing: Streamline the billing process for your clients with automated calculations and invoicing.
• Improved Efficiency: Save time and reduce errors with centralized management of pricing plans and subscriptions.


• Enhanced Customer Experience: Offer flexible pricing options and transparent billing information to your clients.
• Data-Driven Insights: Access valuable reports on the dashboard on subscription metrics, revenue, renewal dates and more.
• Integration with Custom Domain Connection: For an even more seamless experience, pair the SAAS Configurator with our custom domain connection feature.

• Can I set this up with my current subscription?
  The SAS Configurator is available to White Label Plus and White Label Pro plan users.
• Can I set up discount codes?
  Yes! All you need to do is go into Stripe and create it.


• Will this allow me to charge a % of ad spend to my clients?
  This our next coming feature which will soon be released!
• How does this affect my current GHL configuration?
  Your current GHL configuration won’t be affected. You can choose to set this up for clients outside of your current GHL configuration or simply don’t set it up at all.

This article is part of our series on Plai for Agencies 101, covering:

• Clients Tab Overview: Set Up Your Agency and Manage Clients
• Connect Platforms: Connect To Your Ad Account
• How to manage Client’s Facebook Ad Accounts through LinkBridge
  
• Creative Hub: Share Templates With Your Clients
  
• Home tab: Check your Ad Spend and KPIs from one place
  
• SAAS Configurator: Streamline Your Client Billings
  
• Resources for Whitelabel agencies you can find in your profile
  
• Resources To Help You Sell
  
• Whitelabel 101: FAQs