Bulk Rebilling Markup Setup for Sub-Accounts

Bulk Rebilling Markup Configuration applies rebilling rules across multiple Sparkforge sub-accounts in a single action. Set Phone, Email, and AI markups once and roll them out to every selected account instead of clicking through them one by one.

Why Bulk Rebilling Matters for Agencies

• Time: Skip per-account edits across dozens or hundreds of sub-accounts.
• Margin consistency: Every client gets the same markup logic, so margins stay predictable.
• Scale: Push pricing changes to your full client base in minutes.
• Fewer errors: Centralized settings remove mismatched or forgotten markups.
• Faster onboarding: Pair with automated SaaS provisioning to launch new clients quickly.

Bulk Action History

Every bulk job is logged in Bulk Action History with status, details, and (where supported) re-run or roll-back. Open it from the clock icon next to the Bulk Actions button on the Sub-Accounts page.

Configure Bulk Rebilling Markups

Step 1: Select Sub-Accounts

1. From the Agency Dashboard, click Sub-Accounts.
2. Check the box next to each account you want to update. Use filters or Select All for large batches.

Step 2: Choose the Bulk Action

1. Click Bulk Actions in the upper right.
2. Pick Enable Rebilling from the dropdown.

Step 3: Choose a Payment Provider

In the popup, select your connected provider (Stripe, etc.) and click Continue. If nothing is connected yet, set that up first.

Step 4: Configure Markups

• The Configure Rebilling Services modal lists each usage-based service (Phone, Email, AI, etc.).
• Drag the global slider to apply one multiplier to every service.
• Or adjust each service slider individually for fine-grained pricing.
• Click the arrow next to a service to view its rate breakdown.

Step 5: Confirm

Review the summary showing how many sub-accounts will be updated, then click Enable Rebilling.

Step 6: Verify Activation

• Sub-accounts with a card on file activate immediately at the new markups.
• Sub-accounts without a card get a customer profile created with your provider. Rebilling kicks in once the admin adds a card.

Best Practices

• Double-check markup percentages against your overall pricing strategy before applying.
• Audit markups periodically so all sub-accounts stay aligned with current policy.
• Pair bulk rebilling with standardized onboarding SOPs for new sub-accounts.
• Remember: bulk configuration overwrites existing custom markups on selected accounts.