Billing Screen Now Displays Existing Payment Cards

TL;DR

Sub-accounts on hold can now use an already added payment card directly from the billing screen to make payment. This is a minor process improvement.

Who this affects

This affects sub-accounts that are currently on hold due to a SaaS plan or rebilling issue. If you do not have sub-accounts on hold for these reasons, you can safely ignore this update.

What changed

HighLevel has updated the billing screen. Previously, sub-accounts on hold for a SaaS plan or rebilling might have had to re-enter payment information even if a card was on file. Now, the system recognizes and displays an already added payment card on the billing screen when a sub-account is on hold. Users can then proceed directly to payment using that displayed card. Upon successful payment, the system provides clear feedback to the user. Accounts unlock automatically once payment is successful. HighLevel has not confirmed any limits, plan gating, or rollout status for this change.

Where to find it

This change is located within the billing screen for sub-accounts. Specifically, it applies when a sub-account is in a hold status due to issues with SaaS plan or rebilling payments. HighLevel has not published the exact navigation path, but the improved functionality will appear when attempting to resolve a payment issue on a held account.

How agencies will use this

Consider a scenario where one of your client sub-accounts, running on your SaaS plan, experiences a payment failure for their monthly subscription. This puts their account on hold, impacting their operations. Previously, the client might have found the process of reactivating their account cumbersome, potentially requiring them to re-enter credit card details they believed were already stored. With this update, when the client navigates to their billing screen to address the hold, they will now immediately see their previously added payment card. They can select this existing card and proceed to payment with a single click. Upon successful payment, their sub-account automatically unlocks, restoring full access to their tools and services without further intervention. This streamlines the reactivation process for clients and reduces the support burden on your agency.

Our take

This is a standard process improvement. It smooths out a friction point for clients whose sub-accounts go on hold for billing reasons. It does not introduce new features or capabilities, but rather makes an existing recovery flow more efficient. It is a minor update that agencies do not need to prioritize.