How to Monitor Your Agency's Credit Balance 1. Switch to Agency View: Start by selecting the "Agency View" from the top left corner of your CRM dashboard. 2. Navigate to Settings: Click on "Settings" in the Agency View. 3. Access Billing Information: Go to the "Billing" tab and select "Wallet & Transactions." Credit Balance : Overview Your credit balance, also known as your "wallet," reflects the available funds for communication services. Costs related to SMS, calls, voicemail drops, emails, or WhatsApp messages are deducted from this balance as you use these features. Reviewing Spending History 1. Detailed Transactions: To view your spending history, click on the "Detailed Transactions" tab halfway down the page. 2. Transaction Overview: This section provides a detailed overview of all transactions across your sub-accounts (locations) and a summary of spending over the past three months, categorized by type. 3. Drill Down into Details: For specific transaction details, click on the transaction ID in the log table. Managing Automatic Card Charges Your card will be charged automatically according to the rules set on the "Agency Settings" -> "Billing" page. When your balance drops below a specified threshold, your card will be charged to replenish the funds, ensuring you maintain a positive balance. 1. Default Scenario: If your balance falls below $10, your card will be charged $10, bringing your balance back up to $20. 2. Alternative Scenario: If your balance drops below $50, your card will be charged $200 to restore your balance to $250. Handling Card Payment Failures If a charge to your credit card fails, all agency admins will be notified. Note that if your credit balance falls below zero, communication services like SMS, calls, and emails may be disrupted. Client Rebilling with LC Communications For agencies on the Pro plan or higher, LC Communications provides a robust solution for rebilling clients, particularly suited for SaaS environments: Immediate Billing: Billing occurs in real-time without delays from webhooks. Built-in Ramp: New sub-accounts have a built-in ramp to avoid rapid cost increases, improving cash flow. Error Monitoring: We track error rates and bounce rates to manage contact lists effectively. Opt-Out Monitoring: We monitor opt-outs and unsubscribes to reduce spam issues. Complaint Tracking: We monitor carrier complaints and policy violations to protect your sender reputation. Rebilling with SaaS Mode For Pro plan or higher subscribers, rebilling clients is simplified using SaaS Mode. This mode supports both phone and email rebilling and allows you to add a markup to generate profits. Note that carrier and A2P 10DLC charges are not marked up, so earnings might not always reflect exact multiples of expenses. Invoice Handling: CRM will invoice you for usage and your clients will receive invoices from you, featuring your logo and branding. This system operates on a prepaid basis, ensuring you collect funds upfront and maintain positive cash flow.