Applies to: Agencies with sub-accounts
How do I change a sub-account's plan or what it is charged, or make it free of charge?
- Go to Contacts. A contact that owns a sub-account shows a small icon next to it.
- Open the contact and click the Billing tab. It shows whether the account is active and which SaaS plan it has, and lets you log in as that account or send a password reset email.
- To change the plan, add a different product, then select a card on file or add a new card.
Every sub-account is linked to a user, and every user must have a SaaS plan, free or paid. The Billing tab also lets you change trial dates and edit next bill dates, and for a sub-account you set up as free you can later change the rate it is charged.
For your own sub-accounts (for example a demo account or one for a team member), choose free of charge, since you would not pay yourself. Give that account a balance (for example $10,000) so it can buy phone numbers and use paid services. It is your own money, so you are not actually paying yourself.