This guide explains how to securely add a client’s payment method to their sub-account in order to fund wallet balance, enable usage-based billing, and configure auto top-ups. Adding a card ensures uninterrupted service, simplifies rebilling for AI usage or phone charges, and allows agencies to automate client billing without manual intervention. This setup is essential for managing scalable, hands-off billing within each sub-account.

2.1 Click the icon or access the “invite member” from the 3 dots dropdown.
Remember if there is no billing admin, the user will see a blank screen when attempting to access billing/balance tab.






Q1: Why can’t my client see the billing or wallet setup options?
A: The client must first be invited as a member to their sub-account workspace. Without this access, the billing and wallet menus will not be visible.
Q2: How do I invite my client to their sub-account?
A: Go to your Agency Workspace, locate the sub-account, click the three-dot menu, and select "Invite Member." Enter the client’s email to send the invitation.
Q3: What happens after I invite the client?
A: Once the client accepts the invite, they’ll gain access to additional menu options inside their workspace, including billing and wallet setup.
Q4: Can clients allow someone else (e.g., their team) to manage billing?
A: Yes. Anyone who needs access to billing must also be invited as a member to the sub-account workspace.
Q5: What happens if no billing admin is assigned?
A: If no billing admin is added to the sub-account, users will see a blank screen when trying to access the billing or balance tab. You must assign at least one authorized user to access billing.
Q6: Can both the agency and the client be billing admins?
A: Yes. You can assign yourself, your client, or both as billing admins. This provides flexibility in who can manage payments and balances.
Q7: What is auto-pay and why is it important?
A: Auto-pay automatically tops up the wallet when the balance runs low. Enabling this prevents service interruptions caused by insufficient credit.
Q8: How does the payment process work with the QR code?
A: The client can scan the QR code with their phone to pay via Stripe. Alternatively, you can open the link in a new tab to complete the payment manually.
Q9: Will the system notify me if the balance is low?
A: No, there are no email alerts for low balance. This is why enabling auto-pay is strongly recommended to prevent service disruption.
Q10: Can I manually top up the balance even with auto-pay enabled?
A: Yes. Manual top-ups are still available at any time, even if auto-pay is active.
Q11: Is the payment method stored for future use?
A: Yes. Once added, the payment method is saved securely and used for both manual and automatic top-ups.