Grant SaaS Rebilling Access

What This Is

SaaS Rebilling lets an agency sell CRM subscriptions to its customers. Two superadmin controls make that possible:

1. The platform plan sold to the agency, including its customer workspace capacity and included modules.
2. The SaaS Rebilling module granted to the individual agency.

Both must be in place. An agency can have capacity on its platform plan but still be unable to open Customer Billing when the module is off.

The superadmin does not create customer plans or customer subscriptions. That work stays with the agency administrator.

When To Use It

Use this guide when you want to:

• Let an agency resell CRM subscriptions.
• Add customer workspace capacity to an agency plan.
• Enable the SaaS Rebilling module for a specific agency.
• Check why Customer Billing is missing for an agency.
• Change the platform plan assigned to an agency.
• Review how limited capacity and overage behave.

Before You Start

• You must be signed in as Superadmin.
• Decide the platform plan name, amount, interval, trial, and capacity mode.
• Decide how many active customer workspaces the agency may have.
• Confirm that the agency is on the correct platform plan.
• Have the agency administrator available to verify Customer Billing after the module is enabled.

Steps

1. Create or update the platform plan

1. Select your account icon in the top-right corner.
2. Open Settings.
3. Open the Plans tab.
4. Select Add to create a new plan, or open an existing plan to edit it.
5. In the Create Platform Plan window, enter:
   • Plan Name
   • Plan Amount
   • Plan Interval — Monthly, Quarterly, or Yearly
6. Turn on Have Trial? and enter Trial Days if the agency should receive a trial.
7. Continue to Capacity & modules.

2. Choose the capacity mode

In Capacity & modules, select a Capacity mode.

Capacity mode	What it means	Extra fields
Limited	The agency can create customer workspaces only within its allowance.	Included active accounts
Unlimited flat	The agency can add workspaces without an extra account charge.	None
Unlimited with overage	The agency can add workspaces above its allowance and pays a fixed charge for each extra workspace.	Included active accounts and Extra account charge ($)

Enter Included active accounts for Limited or Unlimited with overage. For Unlimited with overage, also enter Extra account charge ($). The form describes this as the fixed currency charge for each extra active account.

3. Include the SaaS Rebilling module

1. In Modules included with this plan, open the module selector.
2. Search for SaaS Rebilling.
3. Select it so it appears as a badge under the selector.
4. Review the other modules included with the plan.
5. Select Create Plan.

The plan now controls the agency's platform price, customer workspace allowance, and available modules. It does not create any customer plans for the agency.

4. Assign or change the agency's platform plan

1. Open Agencies.
2. Find the agency.
3. Open the row's Actions menu.
4. Select Change Plan when the agency must move to a different platform plan.
5. In the Change Agency Plan window, confirm the Agency name.
6. In Plan, choose the plan that includes SaaS Rebilling.
7. In When should the change apply?, choose one:
   • Next billing cycle
   • Current billing cycle
8. Select Change Plan.
9. If the change is scheduled, reopen Change Agency Plan and check Scheduled plan and its Effective date, time, and timezone.

Timing	What happens
Next billing cycle	The current plan remains active until the renewal. Franmantra schedules the new price with the payment provider and shows the confirmed effective date, time, and timezone.
Current billing cycle	The new plan applies immediately and may invoice prorated charges.

If the agency is already on the selected plan and has no pending change, Franmantra reports that the agency is already on that plan and does not create a duplicate change. If the agency has no active provider subscription yet, there is no renewal to schedule, so the plan is applied immediately.

The agency sees a scheduled plan notice in Settings > Billing with the date, time, and timezone when the new plan takes effect. The current plan and price stay visible until then.

For an existing agency on the right plan, continue to the module check. A plan change and a module grant are separate controls.

5. Grant the module to the agency

1. Open Agencies.
2. Find the agency and open its Actions menu.
3. Select Modules.
4. Find SaaS Rebilling.
5. If it is not shown, add it from Add more modules....
6. Turn the SaaS Rebilling switch on.
7. Select Save Changes.
8. Reopen Modules and confirm that the module is still enabled.

The module is granted to the agency workspace. It is not a platform-wide switch for every agency.

6. Verify the agency can use it

1. Sign in as the agency administrator.
2. Open Settings.
3. Confirm that Customer Billing appears in the settings menu.
4. Open Customer Billing.
5. Confirm that the Plans, Coupons, and Sub Accounts tabs are available.
6. If the agency has not connected Stripe, confirm that Connect Stripe to manage Customer Billing appears.

If Customer Billing is still missing, check both the module and the user's customer billing permission.

Result

The agency can open Customer Billing and create customer plans. The agency still needs to:

1. Connect its Stripe account.
2. Create and publish a customer plan.
3. Assign billing to a customer workspace.

The superadmin plan controls the agency's platform subscription. The agency's customer plans and customer payments remain separate.

Verification needed: Add current screenshots of Capacity & modules, the agency Modules window, and the agency-side Customer Billing page after the final labels are confirmed.

Capacity Behaviour

Situation	What happens
Limited capacity	The agency can create customer workspaces only up to Included active accounts.
Unlimited flat	The agency can create customer workspaces without an extra account charge.
Unlimited with overage	Workspaces above the allowance incur the fixed Extra account charge ($) for each extra active account.
An invitation is outstanding	The invitation can reserve a capacity place before the workspace is fully created.
Capacity is full	Franmantra blocks the new workspace and explains that no capacity is available.
The agency master sub-account	It is an access bridge, not a customer workspace. It does not consume a capacity place or an overage allowance.

Capacity applies to active customer workspaces. The agency's master sub-account is excluded from capacity and overage counting.

Notes and Troubleshooting

• Customer Billing is missing for the agency: Enable SaaS Rebilling in Agencies > Actions > Modules, then save. Also check the user's customer billing read permission.
• The agency has the module but cannot create plans: Confirm that the agency has connected Stripe. A plan cannot be created without the connected payment account.
• The agency cannot add another workspace: Review the platform plan's capacity mode and included active accounts. An outstanding invitation may also be holding a place.
• The overage charge is unclear: Review Extra account charge ($) on the platform plan. Only treat a charge as verified when the resulting bill or charge is visible in the application.
• A plan change is needed: Use Agencies > Actions > Change Plan. In Change Agency Plan, choose the plan and whether it applies from the next billing cycle or the current billing cycle. Updating the plan definition does not automatically move an agency to it.
• The agency shows a pending plan: Open Change Agency Plan for that agency to review the Scheduled plan and its effective date. The current plan stays active until that time.
• An existing agency plan does not show capacity fields: Edit the plan and review Capacity & modules. Older plans can still carry legacy capacity values.
• The module was switched off by mistake: Reopen Modules, turn SaaS Rebilling back on, and save. The agency's existing customer plans remain recorded.

Related Guides

• Customer Billing overview
• Create a customer plan
• Manage customer coupons