Managing client pricing effectively is crucial for maintaining a flexible and scalable SaaS business. While default rates are set in the SaaS Configurator, there may be instances where you need to offer a client a customized rate. This can only be done if the Sub-Account has SaaS Mode enabled. With the ability to adjust pricing at the Sub-Account level, Agencies can tailor costs to meet specific client needs while maintaining profitability. Below is a guide on how to modify these rates within your Agency settings.

Accessing Sub-Account Settings

From your dashboard, go to the Agency View and locate the Sub-Accounts section in the left menu. Find the specific Sub-Account you want to modify, click on its name to open the settings page or, use the three-dotted menu and select Manage Client.

Adjusting Client Rates

In the Rebilling section, toggle on Enable Rebilling to activate the pricing customization feature for that Sub-Account.

Adjust the markup for any service where rebilling is enabled. You can increase or decrease the pricing based on your agreement with the client. If necessary, turn rebilling on or off for particular services within the subaccount.

📌NOTE: Any changes made here will apply only to the selected Sub-Account, ensuring flexibility without affecting global pricing settings.

Adjusting client rates in SaaS Mode provides the flexibility to tailor billing to meet specific client needs, ensuring personalized and accurate pricing. By following the steps outlined in this guide, you can efficiently manage custom rates for individual Sub-Accounts, enhancing client satisfaction and maintaining streamlined billing processes. Always review your changes to confirm they align with client agreements and your business policies.