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Your agency's billing: plans and who pays for each account

Updated 2026-08-27

In two lines: your agency pays a plan for its operation, and for each Account you decide who bears the cost: the agency or the client themselves. With that you set up the billing of your whole portfolio however suits you best.

What determines my agency's cost?

Two things: your plan (it defines the quota of accounts you can have) and the accounts you activate in "Your agency pays" mode, each adding its own monthly charge to your invoice. As you add subscribed accounts you get a volume discount on your plan's base price. The full explanation — states of an account, quotas, and charges — is in The agency model; the detail of tiers, in Plans and pricing.

Who pays for each account?

Each account can be billed in two ways:

  • Your agency pays — the usual mode: your workspace covers the subscription of all its accounts. You have your portal and you can give them access to a client panel.
  • Client pays — the client themselves bears the cost of their account directly. Useful when you want each client to manage their part or to access modules through their own MB Suite account.

How do I make a client pay for their account?

When you activate the client's account, at the billing step you choose Client pays. Once you confirm it, that account's owner receives by email an invitation to add their own payment method, with a grace period to complete it. The account stays in "Waiting for activation" until the client completes the payment. See Create and activate a client's account.

Choose according to your operation: centralizing everything in the agency simplifies your administration; having the client pay their part takes that cost off your hands. To understand the workspace–account relationship, see Workspace and Account.

Who buys the extras in an account you pay for?

Beyond the subscription, some things are bought on the spot: AI credit packs, voice credits, Phones balance top-ups, phone lines and the Email Marketing volume plan. In an account in Your agency pays mode, those purchases are yours to make — the account's own team can't spend your money. They see the note "Purchases for this account are managed by your workspace" instead of the button.

  • You buy from inside the client's account. Switch into the account from your organization selector and buy there. Before charging, a confirmation dialog spells out the three things that matter: what you're buying, which account it's For, and who it's Paid by —your workspace— plus the Card that will be charged.
  • Your card pays, the account receives. The charge goes to your agency's saved card, and the asset stays in the client's account: the credit packs and the Phones top-ups land in that account's balance, and the phone lines are born in its CRM, for its team to use.
  • Recurring extras go on your invoice. The Email Marketing volume plan and the phone lines you activate for a client account are charged prorated today and then added to your monthly invoice — the lines as an item of their own, "{account} — Phone lines (N)", separate from that account's modules charge.
  • Only owners and admins. Like every purchase in MB Suite, this is reserved for the owner and the admins of your workspace.
Phone lines have two details of their own. Their coupons don't apply in this mode (the coupon section isn't shown in the wizard), and while an account has lines billed to your workspace it can't be deactivated, archived, deleted or switched to Client pays — you release the lines first. The whole picture, balance included, is in Phones balance and lines: who pays for what.
In an account in Client pays mode it's the opposite: the client has their own subscription and their own card, so their owner or admin buys their extras themselves — you don't buy for them.

What happens if my client cancels their subscription?

You don't lose the client's account. When a Client pays account's subscription is canceled and its paid period ends, your agency can use Reclaim management at no extra cost: the account goes back to being operated by your workspace, and its data is preserved.

  • Enter the client's account from your organization selector. Once its subscription has ended, you'll see the canceled-subscription screen with the Reclaim management button.
  • Use Reclaim management and review the summary of what changes before confirming.
  • The account goes back to internal mode: your team keeps working on it — dashboards, reports, planning and analytics — at no extra cost.
  • Reconnect the integrations with your workspace credentials. The data sources you had already chosen are kept and show as Pending connection until you reconnect.

The client's own data — CRM, Email Marketing, tasks, projects and contacts — is frozen, not deleted: those modules stop being available in the account while it's in internal mode, and everything comes back if the client subscribes again. For the client nothing changes: they keep seeing their canceled-subscription notice with the option to subscribe again, and if they do, their modules and data are restored automatically (the integrations become their own again and they reconnect them).

Reclaim management is only available to owners and admins of the agency workspace, and only once the client's subscription has actually ended — while the paid period is still running (even after a scheduled cancellation), the account remains theirs and the button doesn't appear. If that account had CRM lead sources running on the client's own connection, they're left paused: after reconnecting the integration, reactivate each one in CRM > Settings > Lead sources. How data is handled after a cancellation is governed by the Terms and Conditions.

Where do I manage all this?

In Settings > Subscription you see your plan, your next charge, and the invoices, and you change tier whenever you need to. See Manage your subscription.

On that same screen, the Accounts block lists all the accounts in your portfolio — not just the ones you pay for — each with a tag telling you who bears its cost: Centralized billing (your agency pays it), Own subscription (the client pays it), or Internal (no subscription, no cost). It's the fastest way to check at a glance how your whole portfolio is billed, and to confirm each client is in the mode you agreed on.

An account you invited with Client pays shows up as Pending until the client confirms the payment — only then does it become Own subscription. Same label as in the Accounts section, so both screens tell you the same thing.
Plans, charges, and cancellation conditions are governed by the Terms and Conditions, which always hold the current version.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.