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Billing

The Billing section in sub-account settings lets you manage saved cards, wallet balance, auto-renew or auto-pay, and transaction history. The workflow is almost the same as agency billing, but sub-accounts do not manage the agency plan subscription from this page. Cards can be added only after the agency has connected Stripe from agency All Services.

What This Is​

Billing is where you can review payment-related information and manage the payment options available to the sub-account. You can add a card, add more money to the wallet, enable or disable automatic renewal, and review transaction history after the agency Stripe account is connected.

Billing page showing wallet, cards, and transaction history for a sub-accountBilling page showing wallet, cards, and transaction history for a sub-account

Open Billing​

  1. Click the settings icon in the header.
  2. The Business Settings page opens by default.
  3. Use the left sidebar to open Billing.
  4. Review the billing sections available to the sub-account.

Stripe Requirement​

The agency must connect a Stripe account in agency All Services before sub-accounts can add cards. If the add-card option is unavailable, contact the agency admin and ask them to connect Stripe first.

Card Management​

The card section lets you add and manage saved payment cards. If no card exists yet, the page shows an Add Card button.

  1. Click Add Card or New Card.
  2. Enter the card number.
  3. Enter the card expiration date.
  4. Enter the card CVC number.
  5. Click Submit to save the card.

When the first card is added, it becomes the primary card by default. If multiple cards are saved, you can change which card is marked as the primary card.

Add Payment Method dialog for entering card detailsAdd Payment Method dialog for entering card details

Wallet Balance​

The wallet section shows the amount currently available in the wallet. From this section, you can add more money when the sub-account needs additional wallet balance.

Auto-Renew or Auto-Pay​

The auto-renew or auto-pay switch controls whether billing renews automatically. Turn the switch on to enable automatic renewal, or turn it off when you want to disable automatic renewal.

Transaction History​

The transaction history table shows previous billing activity for the sub-account. Use this table to review wallet additions, card-related billing records, and other transaction records shown in the system.

Customer Subscription for Billed Workspaces​

When an agency bills a customer workspace, the Billing page also shows a Customer subscription card. This card is separate from saved cards and the wallet. It shows the subscription that the agency assigned to this workspace.

The card can show:

  • The customer plan name and price.
  • The billing interval, such as monthly or yearly.
  • The subscription status, such as Trial, Current plan, Payment attention, or Cancelled.
  • The renewal date, trial end date, or the date access ends.
  • The user-seat and contact limits.
  • A coupon applied by the agency.
  • Cancel subscription when cancellation is allowed.

If the agency granted 100% free access, the card shows Free access and the end date. When the free access ends, the card shows Checkout required and the customer must complete checkout. No card is charged automatically when free access ends.

If a renewal payment fails, a banner says Your payment is overdue. CRM access continues until… and offers Review payment. An administrator who can manage billing can review the card and select Recover payment. The 7-day grace period does not restart when the page is refreshed.

If checkout is still required, Franmantra opens the checkout screen after sign-in. The customer completes Plan, Discount, and Payment. An agency-assigned plan is locked at checkout.

Customers cannot change the plan from this card. Plan changes, coupons, and customer billing assignments are managed by the agency in Settings > Customer Billing. The customer can request cancellation and review the subscription here.

See Manage a customer subscription for the full subscription actions.

Agency-Only Plan Subscription​

Agencies can see a plan subscription section where they can review the current plan, see a plan change scheduled by the Super Admin, resume the subscription, or cancel it. Platform plan changes are made by the Super Admin. This section is not managed from the sub-account Billing page.

Example​

If a sub-account needs to pay for services automatically, first make sure the agency has connected Stripe in All Services. Then add a payment card, add wallet balance if needed, and enable auto-renew or auto-pay.

Notes​

  • Sub-accounts can manage cards, wallet balance, auto-renew or auto-pay, and transaction history.
  • Agencies can also review the current plan, resume or cancel the agency subscription, and see a plan change scheduled by the Super Admin.
  • The agency Stripe account must be connected in All Services before cards can be added in a sub-account.
  • The first saved card usually becomes the primary card, but the primary card can be changed after more cards are added.
  • If a card is rejected, Billing shows the reason, such as a declined card, invalid number, incorrect security code, expired card, insufficient funds, or a bank verification requirement.