How Do I View My Agency's Spending On LC Communications?

Written By Lu Benavides (Collaborator)

Updated at March 9th, 2025

Your agency's credit balance, sometimes called a "wallet," is the funds available for your communication activities. The associated costs are deducted from this credit balance whenever you use communication features like SMS, Calls, Voicemail drops, emails, or WhatsApp messages.

How Does The Balance Work?

Your card is charged based on the auto-recharge rules you've set on the Agency Settings' Billing page. Your card is charged with the recharge amount once your credit balance falls below the specified threshold. This ensures you have funds available for your communication needs.

A few examples

By default, once your credit balance goes below $10, your Agency's credit card will be charged $10 to get your balance up to $20.

In this example, when the wallet balance goes under 25$, your Agency's credit card will be charged $10 to get your balance up to $125.

đź“ŚNote: When charges to your credit card fail, we notify all agency admins in your agency account. SMS, Calls, Emails, etc for all your clients get hampered if your credit balance goes below $0.

How do you check your Agency's credit balance?

Inside the Agency View, navigate to the Billing tab inside your settings and switch to the Wallet & Transactions section.

To check your agency's spending history, scroll down to the summary tab. There, you'll find a monthly breakdown of your expenses for the last three months.

For a more thorough exploration of those expenses, click on the "Detailed Transactions” tab

By expanding the categories, you can see a monthly breakdown of spending for each one. 

Each call is processed individually for easy tracking, including mention of region and whether it was a conference, campaign, or regular call.

You can download a CSV version of the transaction history by clicking the Export option.

đź“ŚNote: The summary data is updated once daily, so it may take up to 24 hours to reflect the most accurate reporting.

Rebilling Usage to Clients

For Pro plan or higher subscribers, you can easily rebill usage to your clients using SaaS Mode, which covers both phone and email rebilling. You can even include a markup to generate profits through rebilling.

đź“ŚNote: Highlevel will no longer apply a markup when rebilling carrier charges and A2P 10DLC charges. This means that they pass along the original charges without any additional markup. It's important to understand that earnings won't always be exactly 2x, 3x, or 3.5x the amount spent because compliance charges and carrier fees are not marked up.

The rebilling is designed such that HighLevel invoices you for usage and then invoices your clients on your behalf. The funds that you collect from your clients are deposited in your connected Stripe account.

You receive an invoice from HighLevel with the HighLevel Logo & Branding. While your clients receive an invoice from you with your logo and branding, as configured in your Stripe account

This system is always prepaid. This means the agency will collect money upfront and maintain a positive cash flow.

What does this connection include?

Communication offers a seamless solution for rebilling your clients. The system is designed to work exceptionally well with SaaS compared to other services like Twilio or Mailgun. Here are some key benefits:

  • Instantaneous Billing: Say goodbye to delays caused by Twilio webhooks. With LC Communications, billing happens instantly.
  • Built-in Ramp: This provides a built-in ramp for new subaccounts (locations), ensuring that your new clients won't rapidly increase your costs. Significantly improving your agency's cash flow.
  • Error and Bounce Rate Monitoring: The system monitors error and bounce rates to help you identify and address problematic contact lists.
  • Opt-Out and Unsubscribe Monitoring: The system actively monitors opt-outs and unsubscribes to reduce spam-related issues.
  • Carrier Complaints and Violation Monitoring: This will watch for Acceptable Use Policy (AUP) violations and carrier complaints to protect your sender's reputation.