GoHighLevel Agency Rebilling Guide

GoHighLevel Agency Rebilling Guide

If you manage multiple clients in ClickUp or any other project management tool, learning how to use the GoHighLevel agency dashboard for rebilling will help you control costs, margins, and automation across your accounts. This guide walks you through every part of the agency dashboard so you can understand invoices, SaaS costs, Twilio usage, LC Phone, and email rebilling.

The instructions below are based on the official GoHighLevel agency dashboard for rebilling documentation and organized into clear, actionable steps.

Overview of the GoHighLevel Agency Rebilling Dashboard

The agency dashboard in GoHighLevel is where you can see and manage all rebilling data for your connected sub-accounts. It pulls together usage from Twilio, LC Phone, email services, and SaaS plans, and then shows what you pay versus what you charge your clients.

You can use this area to:

  • Review your total rebilling revenue and cost
  • Monitor margins for each line item
  • Check client invoices and payment status
  • Understand how each sub-account contributes to your profit

The dashboard is available inside the Agency View, and you need to be logged in with the agency account that owns the sub-accounts.

Accessing the GoHighLevel Agency Dashboard

Follow these steps to get to the main rebilling view:

  1. Log in to your GoHighLevel agency account.
  2. Switch to Agency View from the left side menu if you are not already there.
  3. Locate and click the Dashboard or Agency Dashboard option that shows your billing and rebilling metrics.

Once you open the agency dashboard, you will see multiple sections that summarize your rebilling performance.

Key Metrics in the GoHighLevel Rebilling Dashboard

The top of the GoHighLevel agency dashboard highlights important billing metrics. These numbers help you understand how much you are paying vendors and how much you are charging clients.

Common metrics displayed include:

  • Total Cost – What you pay for SaaS, phone, email, and other services.
  • Total Revenue – What your sub-accounts are billed through Stripe or other payment methods.
  • Total Profit or Margin – The difference between revenue and cost, often shown as a dollar amount and a percentage.
  • Active Sub-Accounts – The number of client accounts contributing to rebilling.

These metrics give you a quick snapshot of how profitable your GoHighLevel setup is at any point in time.

How GoHighLevel SaaS and Subscription Rebilling Works

SaaS mode in GoHighLevel allows you to create recurring subscription plans for your clients. The agency dashboard aggregates the subscription revenue and compares it against your subscription-related costs.

Reviewing SaaS Costs in GoHighLevel

When clients are on SaaS plans, their subscriptions may include items such as:

  • Access to the GoHighLevel platform features
  • Included phone or email credits
  • Additional add-ons you decide to bundle

In the dashboard, you will see:

  • SaaS Cost – Your base cost to provide each subscription.
  • SaaS Revenue – What you actually bill to your clients.
  • SaaS Margin – The profit difference between revenue and cost.

You can use this information to adjust your pricing, add upsells, or fine-tune your margins.

Checking Subscription Rebilling by Sub-Account

The agency dashboard often lets you drill down by sub-account. This helps you understand which clients are most profitable.

  1. Select a sub-account or use filters to narrow down the list.
  2. Review the SaaS and subscription charges attached to that sub-account.
  3. Compare the cost and revenue values shown for that specific client.

By analyzing each sub-account, you can identify clients who may need pricing adjustments, or those who are ideal candidates for higher-tier plans within GoHighLevel.

Managing Twilio and LC Phone Rebilling in GoHighLevel

Phone usage is a major part of the agency dashboard. GoHighLevel integrates with Twilio and LC Phone, allowing you to rebill phone calls and text messages directly to your clients with your chosen markup.

Understanding Twilio Cost and Revenue

When you connect Twilio to GoHighLevel, usage across all sub-accounts is tracked in the agency dashboard. For each period you can typically see:

  • Twilio Cost – What Twilio charges you for calls and SMS.
  • Twilio Revenue – What you bill your clients through rebilling.
  • Twilio Margin – Profit earned from phone usage.

This makes it easy to monitor how much you are spending and how much you are recovering from your clients through GoHighLevel’s rebilling system.

LC Phone Rebilling Overview in GoHighLevel

LC Phone is GoHighLevel’s native phone solution. If you enable it, the costs and rebilling values appear in the same agency dashboard.

Typical LC Phone data includes:

  • LC Phone Cost – Your phone usage expense through the native service.
  • LC Phone Revenue – What your sub-accounts are charged.
  • LC Phone Margin – The profit you keep after rebilling.

Monitoring LC Phone metrics helps you decide whether to use Twilio, LC Phone, or a combination, based on your preferred pricing structure.

Email and Other Rebilling Items in GoHighLevel

Besides phone services, the GoHighLevel agency dashboard may show additional rebilling categories such as email sending or other add-ons.

For each category, you will generally see:

  • Vendor or system cost
  • Amount billed to the client
  • Profit or margin percentage

Each line item helps you make sure you are not undercharging for high-usage services.

How to Read Client Invoices in GoHighLevel

The agency dashboard also supports invoice tracking, usually via Stripe or another payment processor linked to your GoHighLevel account.

Viewing Stripe Rebilling Invoices

  1. Open the agency dashboard inside GoHighLevel.
  2. Find the section or tab related to Invoices or Stripe Rebilling.
  3. Select a date range to see invoices for that period.
  4. Click on an individual invoice entry to view more details.

In the invoice details, you can typically view:

  • Client name and sub-account
  • Charges for SaaS, phone, and email usage
  • Date of charge and payment status

This allows you to reconcile what you see in Stripe with what appears inside the GoHighLevel agency dashboard.

Tracking Payment Status for Rebilling

Some dashboards will show invoice status indicators, such as:

  • Paid – The client payment succeeded.
  • Pending – The invoice has been generated, but not paid yet.
  • Failed – The payment method could not be charged.

Using these statuses, you can take quick action with clients whose payments fail or remain pending.

Step-by-Step: Auditing Your GoHighLevel Rebilling

Use this simple process each month to verify your agency’s rebilling performance inside GoHighLevel.

  1. Check Overall Metrics
    • Open the agency dashboard and note total cost, total revenue, and margin.
  2. Review SaaS Profitability
    • Confirm that SaaS revenue is comfortably above your SaaS cost.
    • Identify low-margin plans and consider adjusting pricing.
  3. Inspect Phone Usage
    • Compare Twilio and LC Phone margins.
    • Spot unusually high usage from any single sub-account.
  4. Confirm Email and Other Add-Ons
    • Make sure add-on costs are fully covered by rebilling.
  5. Match Invoices to Usage
    • Open invoice details and verify charges match the usage summarized in the dashboard.

By repeating this workflow, you maintain healthy margins and keep your GoHighLevel billing predictable.

Best Practices for GoHighLevel Agency Rebilling

To get the most out of the agency dashboard for rebilling, follow these best practices:

  • Set clear markups – Decide your phone and email markups so you maintain a consistent margin across all clients.
  • Group services into packages – Bundle SaaS, phone credits, and email into simple plans that are easy for clients to understand.
  • Monitor high-usage clients – Use the dashboard to quickly spot accounts that are driving costs up.
  • Schedule regular reviews – Check your GoHighLevel metrics weekly or monthly, not just at billing time.

These habits keep your agency pricing sustainable while giving clients the transparency they expect.

Where to Learn More About GoHighLevel Rebilling

For the official reference on the agency dashboard for rebilling, see the GoHighLevel help center article here: Agency Dashboard for Rebilling.

If you want expert help implementing or optimizing your GoHighLevel setup, including automation, SaaS mode, and client billing, you can also visit Consultevo for consulting and implementation services.

By understanding and regularly using the agency dashboard, you can confidently manage rebilling inside GoHighLevel, protect your margins, and scale your client base with clear financial insights.

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