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Applies to: Agencies with sub-accounts

How do I add funds or give free credits to a client's sub-account?

  1. Open the contact that has the sub-account. A small icon next to the contact name shows that it is a sub-account.
  2. Open the Billing tab. It shows the plan they purchased, their balance and their activity.
  3. To add funds, change the balance of the account. This is the easiest way to give someone credit, and it is also handy for your own internal test account.
  4. To give a specific amount of one service instead, such as free AI credits, click the pencil button next to that service and edit it, for example to 300 credits. You can add free usage for any service this way.

The activity on the Billing tab also shows where a client's credits went.

Updated October 21, 2026More in White Label & SaaSAll FAQs