GoHighLevel SaaS Wallet Guide

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GoHighLevel SaaS Wallet Credit Management

If you are moving from tools like ClickUp to a full client management platform, understanding how the SaaS Wallet works in GoHighLevel is essential. This guide explains how agency admins can view, fund, and adjust sub-account credits at the account level using the built-in wallet system.

The SaaS Wallet is where your sub-accounts draw from to pay for services such as LC Email, LC Phone, and other usage-based features. Each location has its own balance, which is managed and controlled from the agency view.

What Is the GoHighLevel SaaS Wallet?

The SaaS Wallet in GoHighLevel is a credit balance attached to each sub-account. All usage charges for that sub-account are deducted from this balance. When the balance runs low or reaches zero, usage-based services can be paused until more funds are available.

This wallet structure allows agencies to:

  • Control how much each sub-account can spend.
  • Pre-fund services for clients.
  • Track credit usage at the account level.

Where to Access GoHighLevel Wallet Credits

You manage sub-account credits for GoHighLevel inside the agency view. Only users with agency-level access can change these balances. Sub-account users can typically see their usage but cannot adjust wallet credits directly.

Steps to Open a Sub-Account in GoHighLevel

  1. Log in to your agency account.
  2. From the left-hand menu, go to the Sub-Accounts or Accounts area, depending on your interface.
  3. Select the specific sub-account whose wallet you want to manage.
  4. Open the settings or billing section to view credit balances.

Once you are inside the correct location, you can view or adjust wallet credits depending on your permissions and billing setup.

How GoHighLevel Sub-Account Credits Work

Credits in the SaaS Wallet serve as a prepaid pool of funds for the selected sub-account. Each supported service deducts from that balance as it is used.

Common credit-driven charges include:

  • LC Email sends and receives.
  • LC Phone calls and SMS messages.
  • Certain outbound communication or automation services, depending on your configuration.

The agency decides how much credit to allocate to each sub-account and can increase or decrease that amount as needed.

Viewing Sub-Account Wallet Balances in GoHighLevel

To see the available balance for a specific location:

  1. From the agency dashboard, click on the desired sub-account.
  2. Navigate to Billing, Wallet, or a similarly named section where credits are shown.
  3. Confirm the current credit balance for LC Email, LC Phone, or other tracked services.

If the balance is low, the system may alert you so you can add funds before services are interrupted.

Adding or Adjusting Credits in GoHighLevel

Managing wallet credits at the account level ensures that each sub-account has enough funds for its operational needs. You can top up or correct balances from the agency view.

How to Add Credits to a Sub-Account Wallet

  1. Log in as an agency admin.
  2. Open the target sub-account from your list of locations.
  3. Go to the wallet or billing section where the balance is displayed.
  4. Click the option to Add Credits or Fund Wallet.
  5. Enter the desired amount based on expected usage.
  6. Confirm the change and verify that the new balance appears correctly.

After funding the wallet, the sub-account can continue to use LC Email, LC Phone, and other tied services without interruption, assuming sufficient balance.

How to Decrease or Correct Credits in GoHighLevel

If you need to reduce a balance because of an overfunded wallet or manual correction, you can usually adjust credits down from the same screen where you add them.

  1. Select the relevant sub-account in the agency view.
  2. Open the wallet or billing details.
  3. Choose the option to Adjust or edit credits.
  4. Enter the corrected amount or reduction.
  5. Save and verify that the balance matches your records.

Always document adjustments so you can reconcile agency-level billing with each sub-account’s usage.

Troubleshooting GoHighLevel SaaS Wallet Issues

Occasionally, you may encounter problems such as charges not deducting as expected or services stopping unexpectedly. Many of these issues are related to wallet credits at the account level.

Common Wallet-Related Problems in GoHighLevel

  • Services suddenly stop working: The wallet balance may be zero or below a required threshold.
  • Credits not updating: There may be a sync delay between billing and the local wallet balance.
  • Unexpected high usage: Automations, campaigns, or workflows might be sending more messages than planned.

Basic Troubleshooting Steps

  1. Check the sub-account wallet balance in the agency view.
  2. Confirm that billing is active and payment methods are valid at the agency level.
  3. Review recent activity, such as campaigns and automations, for spikes in email or SMS usage.
  4. Compare the wallet transaction history with your expected usage.

If the issue is tied to the internal wallet logic or you see discrepancies that you cannot explain, review the official documentation or contact support.

You can reference the original help article for this topic at this GoHighLevel SaaS Wallet guide.

Best Practices for GoHighLevel Credit Management

To avoid service interruptions and billing confusion, it is important to follow a few simple practices when managing credits for each sub-account.

Set Clear Funding Rules per Sub-Account

  • Define a minimum wallet balance threshold.
  • Decide how often you will review and top up credits.
  • Agree with each client on who is responsible for funding and by how much.

Monitor Usage Regularly in GoHighLevel

Usage can grow quickly as clients scale their marketing. To stay ahead:

  • Check wallet balances on a weekly or monthly schedule.
  • Watch for abnormal spikes in LC Email or LC Phone charges.
  • Align your pricing model with average usage so margins stay stable.

Document Your Adjustments

Every time you add or remove credits from a sub-account, make a quick note in your internal records. This helps when:

  • Reconciling agency invoices.
  • Explaining charges to clients.
  • Auditing historical usage if something appears incorrect.

When to Contact GoHighLevel Support

There are times when direct assistance is the most efficient option. Consider opening a support ticket if:

  • Wallet balances do not match the transaction history.
  • Services are paused even though the wallet shows sufficient credits.
  • You see duplicate or missing charges at the sub-account level.

Provide detailed information such as sub-account name, dates, and screenshots of the wallet and billing pages. This helps the support team quickly identify any configuration or system issues.

Optimizing Your Agency Process Around GoHighLevel

By standardizing how you manage the SaaS Wallet for all sub-accounts, you can reduce manual work and billing mistakes. Many agencies pair GoHighLevel with internal SOP tools or external resources.

For advanced automation strategies, standard operating procedures, and agency optimization advice, you can explore resources at Consultevo, which focuses on systems that complement platforms like GoHighLevel.

With a clear understanding of how sub-account credits function at the account level, you can confidently manage client usage, protect margins, and keep communication services running smoothly inside GoHighLevel.

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