ProfilePilot
Loading…
← Help Center

Agency wholesale billing and unpaid lock

Read your invoices, understand Starter–Enterprise per-storefront tiers and the base licence, pay via PayFast payment links, and know what happens if an invoice stays unpaid.

Step 1: Open agency billing (admins only)

Go to `/dashboard/agency/billing`. Agency Staff cannot access billing.

These invoices are ProfilePilot → your agency (wholesale). They are not the invoices you send your clients at retail — you bill clients separately.

Each invoice shows base licence, unique storefront counts, USD maths, and presentment totals in your agency currency when FX was stamped.

Step 2: Understand wholesale tiers

Canonical per unique storefront rates (USD):

| Tier | Typical band | Rate USD | | --- | --- | --- | | Starter | 50–500 | $3.00 | | Growth | 501–1000 | $2.40 | | Scale | 1001–2500 | $1.95 | | Pro | 2501–5000 | $1.50 | | Enterprise | 5001+ | $1.20 |

Plus the monthly base agency licence (public programme figure $199/month unless your contract differs). Rates are USD-canonical; PayFast may collect in presentment currency using stamped FX — multi-currency collection does not replace FX maths.

Your agency may show a negotiated rate instead of a tier label when configured by ProfilePilot.

Step 3: Pay with a PayFast payment link

  1. Open the invoice row.
  2. Use Pay / payment link (or regenerate if expired — FX may restamp).
  3. Complete PayFast checkout. Foreign-currency PayFast purchases are card-only (Instant EFT and similar SA methods are ZAR-only).
  4. Optionally Download PDF or Email the invoice (ProfilePilot-branded supplier docs).

Paying sets the invoice paid / balance due to zero and restores access if you were in unpaid lock.

Step 4: What unpaid lock means

If an invoice stays unpaid:

  1. On due date — agency billing_status moves to suspended. Agency staff lose /dashboard/agency and client switching. Client end-users can still work.
  2. Due date + 7 days — managed client orgs may be paused with reason agency invoice overdue. Clients see an agency-overdue message (not a retail /pricing wall).
  3. Payment restores the agency immediately and unsuspends only clients paused for that overdue reason. Clients suspended for other reasons stay suspended.

Unpaid lock is reversible. It is not offboarding.

Platform / special billing modes (for example internal platform agencies or external-quote enterprises) are never swept by wholesale unpaid handling — only clients linked to a wholesale-billed partner agency.

Quick Tasks
  • Open /dashboard/agency/billing as Agency Admin
  • Check tier, base licence, and presentment totals
  • Open or regenerate a PayFast payment link
  • Download PDF or email the invoice
  • Pay before due date to avoid staff lock, then client pause