Activate SaaS Mode, Request Payment, and Configure Phone Rebilling in GoHighLevel: Full Guide

Activate SaaS Mode, Request Payment, and Configure Phone Rebilling in GoHighLevel: Full Guide

For agency owners operating on GoHighLevel, enabling SaaS Mode, setting up payment requests, and phone rebilling are steps that can be taken to predicted, automated revenue generation.

This guide aims to help you maximize GoHighLevel as a white label SaaS platform by walking you through each step.

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🔧 Step 1: Activate SaaS Mode in GoHighLevel

SaaS Mode is arguably the most powerful feature within GoHighLevel. It empowers agencies to create recurring revenue streams by reselling the platform as a subscription service.

✅ How to Enable SaaS Mode:

• Access your Agency Dashboard.

• Go to Settings > SaaS Configurator

• Create or select your pricing tiers: Starter, Professional, Premium

• Create a stripe product for each tier.

• Specify assigned features, snapshots, and resources for all limits.

• Make sure to enable the "SaaS Mode" toggle.

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  With GoHighLevel, you no longer need to worry about:

• User onboarding

• Sub-account creation

• Billing on stripe

• Snapshot assignment based on one’s plan tier

💡 Tip: Be sure you’ve already connected your Stripe account to GoHighLevel. Click here for a Stripe connection guide.

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💰 Step 2: Request Payment from Sub-Accounts

Whether you’re in SaaS Mode or not, there might be times when you need to manually ask clients (sub-accounts) for payments related to extra services or one-time setups.

✅ How to Request Payment:

1. Head over to the Sub-Accounts tab in your Agency Dashboard.

2. Choose the account from which you want to request payment.

3. In the sub-account settings, click on Billing.

4. Fill in the amount and billing details, then send the payment request through email or a link.

🧠 Note: If SaaS Mode is on and the plan is linked to a Stripe product, payments will be processed automatically. Use manual requests for any custom billing needs.

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☎️ Step 3: Set Up Phone Rebilling

Phone Rebilling allows agencies to directly pass on phone usage costs to their clients. If you're using the LeadConnector Phone System, you can streamline phone billing and even add a markup (available on the Pro Plan).

✅ How to Activate Phone Rebilling:

1. First, make sure you're using LC Phone (not Twilio). Click here to switch to LC Phone.

2. In your Agency Settings, navigate to Phone System Settings > Rebilling.

3. Turn Rebilling ON.

4. Decide if you want to apply a markup percentage (Pro Plan only).

5. Ensure that each sub-account has: (An assigned account admin (not just the agency admin). A payment method saved on file.)

📌 For Freelancer Plan Users: You can rebill for phone usage, but applying a markup isn't an option. Keep in mind that LC Phone is already around 10% cheaper than Twilio, giving your clients better pricing right off the bat.

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✅ Final Thoughts

Turning on SaaS Mode, automating payment requests, and enabling phone rebilling can really streamline your agency's operations and open up new revenue opportunities.

With these tools, you can:

• Scale your agency just like a software company

• Provide smooth, automated billing

• Cut down on manual tasks and minimize human errors

• Offer a polished, white-labeled experience for your clients

If you're eager to transform GoHighLevel into a genuine SaaS business, these steps are the perfect starting point.

🔍 Related Resources:

How to Connect Stripe to GoHighLevel

Setting Up Whitelabel Domain in GoHighLevel

Full Guide to GoHighLevel SaaS Mode