Knowledge base

How to use the Rebilling Dashboard

Go to your Agency account and click Agency Dashboard > Rebilling tab.

  1. Filter by Subaccount

  2. Filter by Product

  3. Filter by Dates

  4. Toggle only rebilled transactions

    (enabling this will exclude all

    transactions where your client was not

    rebilled from the calculations)

  5. Total Rebilling Revenue

  6. Total Usage Costs

  7. Total Gross Profit

  8. Revenue Distribution

  9. Cost Distribution across

    all products

  10. Profit Distribution across

    all products

  11. Revenue Growth

  12. Profit Growth

To filter by subaccount, click on the subaccount dropdown and searc

You can select more than one subaccount or clear all. Click apply to return to the dashboard with the filter(s) active.

You can filter by products by clicking the Product dropdown.

You can also filter by dates using the calendar picker. Click confirm to apply.

How do I check my agency plan?

To check your agency plan please go to agency level view -> settings

Go to billing option in the left menu and your agency plan will be shown like this

For example, in this case this agency is on the $350Pro plan.

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