Table of Contents
Welcome to the heart of Client Billing, where you have complete control over managing your agency's day-to-day operations. This section guides you through every crucial aspect, from onboarding clients to fine-tuning services, handling client payments, and optimizing your Client Billing plan.
Tip
Before you go into managing your Client Billing, please make sure you've subscribed to and set up Client Billing to kickstart your journey. If you haven't already, you can check out our guide on 'How to Subscribe to and Set Up Client Billing' to get started.
How to Manage Your Client Billing Subscription
Below, you can find a breakdown of various components and workflows essential for effective subscription management. Each topic is listed below for easy navigation, but first, visit the Client Billing using the steps given below:
Log in to your Cloudways Platform using your email address and password. Navigate to the left menu bar and choose Client Billing > Overview.
Here are the workflows:
1. Manage Client Billing Plan
Upgrade/Downgrade Plan
Adapt Client Billing to your agency's evolving needs. Explore the Manage Plan section, where you can view your current plan and seamlessly upgrade or downgrade your plan. You can easily choose the plan that aligns with your agency's growth and requirements.
Important
Please note that you can only downgrade your plan if the client limit of your current plan matches or is equal to your intended plan's limit or falls below it.
For billing charges, you will be charged based on the newly upgraded plan at the end of the month.
Click Manage Plan, which is located at the top right part of the screen.
Next, choose your desired plan and click Select Plan.
Once your plan is successfully updated, click Let's Go.
Unsubscribe Plan
If you decide to discontinue using Client Billing and wish to unsubscribe, you can follow the steps given below:
Important
Please note that unsubscribing will permanently delete your Client Billing account, and it is an irreversible action. Consequently, all data associated with your account, including clients, services, and invoices, will be permanently deleted.
No new invoices will be generated, and your Stripe account will be disconnected. Furthermore, tracking for previously sent invoices will cease.
If you unsubscribe, you will be charged the full price of the current plan at the end of the month.
Click Manage Plan, which is located at the top right part of the screen.
In your active plan, click Unsubscribe.
Next, fill in the small survey to share your feedback and click Continue.
Next, click Unsubscribe.
2. Manage Clients
In the Clients section of Client Billing, the process of onboarding and managing clients is simplified for your convenience. Follow this guide to learn more.
3. Manage Services
Under the Services section, you can manage your digital agency services and assign those services to your clients. Please follow the steps in this guide to make your offerings and efficiently categorize your services, such as graphic design, SEO, etc.
4. Dashboard Analytics
Keep your finger on the pulse of your agency's performance with our insightful dashboard. Gain real-time insights into Total Clients, Total Services, Expected Revenue Projection, Recurring Revenue insights, Payment Summary, Services, and Top Clients.
With this critical information, you can stay informed, make data-driven decisions, and steer your agency toward more tremendous success.
5. Update Agency Information
Within the Settings menu, you have the power to refine and update crucial agency details, including:
Agency Profile: You can easily update your agency's identity by modifying its name, logo, and brand color.
Billing Details: Tailor your billing processes by selecting the default currency, specifying the billing date for sending invoices to your clients, and setting the payment due after a specific number of days.
Payment Method: Stay current with your payment gateways by updating your Stripe account quickly. If you've acquired a new Stripe account for future invoices, you can seamlessly connect it by disconnecting the existing one and then adding a new one.
This way, you can ensure that your agency's information is always accurate and up-to-date, providing you with a centralized hub for managing essential details.
That's it! We hope this article was helpful. If you need any help, then feel free to search your query on Cloudways Support Center or contact us via chat (Need a Hand > Send us a Message). Alternatively, you can also create a support ticket.