In your agency account, we provide you features that help you analyze your agency's spend on LC Communications (LC Phone, LC Email, WhatsApp, etc)
Covered in this article:
- How to check your Agency's credit balance?
- What does my Agency's Credit Balance mean?
- How do I see a historical summary of my agency's spend across categories?
- How do I drill down to a single transaction in more detail?
- How and when is my card charged?
- How can I Rebill the usage to my clients?
- How can I download all transactions as a CSV?
- How can I further analyze this data to understand my costs better?
- I am paying both LC Communications and my previous provider (Twilio or Mailgun/SMTP). What can I do?
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How to check your Agency's credit balance?
Please switch to your 'Agency View'
Click on 'Agency Settings'
Click on the 'Billing tab'
What does my Agency's Credit Balance mean?
When you use communication features like SMS, Calls, Voicemail drops, emails, or WhatsApp messages the cost associated with those communications are deducted from this credit balance. Sometimes this is also referred to as a wallet.
Please also refer to
- LC Phone pricing structure
- LC Email pricing structure
- WhatsApp pricing Structure (Coming Soon)
Please Note that as of Nov 01, 2022 our rates in the US are 10% cheaper than Twilio & approximately 8% cheaper than Mailgun. Thank you to our Agencies for the overwhelming response. More power to you.
How do I see a historical summary of my agency's spend across categories?
You can see a detailed, message-by-message log of transactions by clicking on the view details link just below your agency credit balance card in the UI.
This page would provide you with
- A unified view of all logs across all your sub-accounts (aka locations)
- A summary of your month on month spend from the last 3 months and associated categories
This will expand all categories and give you a summary of your spending by month for each individual category
The summary data is refreshed once daily. So sometimes you may need to wait upto 24 hours for most accurate reporting.
How do I drill down to a single transaction in more detail?
We provide you a detailed drill-down of each transaction/message which can be accessed by clicking the transaction ID in the log table
How and when is my card charged?
Based upon your auto-recharge rules on the Agency Settings -> Billing page, we charge your card with the recharge amount once your credit balance becomes lower than the threshold.
A few examples:
This is also the default setting. In this scenario, once your credit balance goes below $10, your Agency's credit card would be charged $10 to get your balance up to $20.
In this scenario, your Agency's card would get charged with $200 when your credit balance goes below $50 to take your credit balance up to $250
Please note that 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 can I Rebill the usage to my clients?
If you are on the pro plan or higher
LC Communication system is designed to work better with SaaS compared to Twilio or Mailgun. There are some inherent benefits of using LC Communications like
- Instantaneous billing (no lag from Twilio webhooks)
- Built-in ramp for new sub-accounts (locations) so that a new client doesn't run up your bill. This improves our agency's cash flow.
- Error rate & Bounce rate monitoring to identify bad lists
- Opt-out & Unsubscribe monitoring for spam reduction
- Carrier complaints & violation monitoring for AUP violations to protect the sender's reputation
If you are on the pro plan or higher, you can easily rebill this usage to your clients using SaaS Mode (Phone & Email rebilling) and also include a markup to make a profit on the rebilling.
Please refer to
- Connecting your Agency Stripe Account to collect rebilling payments
- How to enable Email Rebilling
- General SaaS Mode Setup and Phone Rebilling
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.
Agency receives an invoice from HighLevel with the HighLevel Logo & Branding
Sub-accounts (your client locations) receive an invoice from you with your logo and branding that is configured in your Stripe account
This system is always prepaid. This means that agency will collect money upfront and maintain a positive cash flow.
If you are on the Starter or Freelancer plan
You can download a CSV report for the month as shown below and charge your clients using HighLevel invoices or an external billing platform.
In future, LC Communication rebilling without markup will be available for Freelancer accounts. ETA - December 15, 2022
How can I download all transactions as a CSV?
You can download all LC Communication (Phone, Email & WhatsApp) charges in form of a CSV by clicking the export button on the top right
Please note this data is for Agency users only. We advise you not to share these reports directly with your client as they will see the discounted pricing (HighLevel to Agency pricing).
Please note that we can provide you with last 1,000,000 (1 million) transactions due to storage limits.
How can I further analyze this data to understand my costs better?
A loom with instructions will be added soon. Please check back in a few days.
I am paying both LC Communications and my previous provider (Twilio or Mailgun/SMTP). What can I do?
By design LC Communications (LC Phone & LC Email) are enabled for your clients at this point moving forward. This means in most cases your old clients would still be on the old provider (Twilio for calls, SMS, and Mailgun/SMTP for emails). In this transition period, it is likely that you will be invoiced by HighLevel for the usage that happens on LC Communications and also by Twilio, Mailgun, or other SMTP providers for usage resulting from old sub-accounts that still use them.
The easiest way to resolve this situation is to move all your existing clients over to LC Phone & LC Email and close out your accounts with other providers.
Certain assets like call recordings do not migrate over. So if you need access to call recordings or logs for compliance or HIPAA regulations, you may want to keep operating your Twilio account in a dormant way.
What happens if a payment fails?
If the sms and email charges are left unpaid, we stop all outbound emails and sms.
What happens to my balance if I cancel?
We could refund the credit to the credit card linked in the agency account.
My wallet has a balance but I cannot send sms and email?
The balance needs to be at least 50% of the amount set for "when balance is lower than" for lc phones and emails.
But the rule has been set up where if it's less than 50% it will stop all outbound emails and sms.
For example, if the amount set for "when balance is lower than" is $10, the current wallet balance needs to be more than $5 to send outbound emails/sms. This is to safeguard the account from going negative.
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