Rebilling Setup Part 1 - Setting Up Your Agency Settings
On this page
Setting Up Rebilling - Agency Settings: A Step-by-Step Guide
Before you start, make sure you have the following:
An UpHex account on a Premium plan. Rebilling is not available on the Starter plan. To upgrade, go to your Settings and select the Billing tab.
Access to the agency Facebook, Google, and Stripe accounts you will be using for rebilling.
Here is how to set up rebilling:
1. Connect your Ad Accounts:
Facebook:
Go to Integrations in your UpHex account.
Click Connect on the Facebook integration.
Log into your Facebook account and grant UpHex the necessary permissions.
Important: Choose the agency ad account that will be processing payments for your clients.
Click Save.
Google:
Go to Integrations in your UpHex account.
Click Connect on the Google integration.
Sign in with the Google account that owns the ad account you will be using for rebilling.
Grant UpHex the necessary permissions.
Select the Agency Google Ads account that will be processing payments.
Click Save.
2. Connect your Payment Provider:
Go to Integrations in your UpHex account.
Click Connect on the Stripe integration.
Select the Stripe account associated with your company.
Click Connect.
3. Set your Currency:
In your UpHex account settings, choose your local currency. This is the currency your clients will be billed in.
Click Save.
You have successfully configured your UpHex account for rebilling. You are now ready to start setting up rebilling for individual clients.