Enable Full Support for SaaS "Agency" Plans in Invoices, Recurring Invoices, and Proposals/Documents
D
Don Franklin
Currently, SaaS "Agency" plans in GHL are designed to function correctly only through 2-step order forms and payment links—where they trigger sub-account creation, apply the correct plan, and handle usage tracking as expected.
However, when these SaaS plans are added to other sales and billing tools—specifically invoices, recurring invoices, or proposals/documents—the system does not trigger the same backend automation. This creates limitations for agencies that want to fully utilize GHL's billing system for SaaS resale.
We propose enhancing the platform so that SaaS plans can be used seamlessly across all billing tools, with full backend provisioning. This includes:
✅ Invoices
Allow agencies to add SaaS "Agency" plans to an invoice alongside other items (e.g. onboarding fees, service add-ons).
Automatically trigger sub-account creation and SaaS plan provisioning when the invoice is paid.
🔁 Recurring Invoices
Enable SaaS plans to be handled correctly on every billing cycle.
Ensure that while other line items (e.g. service fees) continue recurring, the SaaS plan is billed separately and provisioned accurately every time.
📝 Proposals/Documents
Allow SaaS plans to be inserted directly into proposals or documents.
Once the proposal is accepted and payment is made, the platform should create the sub-account and assign the appropriate plan—just like a 2-step form.
Why This Matters:
Without this functionality, agencies are forced to separate their billing workflows:
One link for SaaS setup (via a payment link or form)
A separate invoice or proposal for everything else
This creates confusion, extra admin work, and a disjointed client experience. By supporting SaaS plan provisioning in invoices, recurring invoices, and proposals/documents, agencies could:
Sell everything in a single transaction
Use automated onboarding even with high-touch sales models
Streamline billing and fulfillment, improving efficiency and client satisfaction
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S
Sales & Marketing
Merged in a post:
Ability To Have A SAAS plan purchased with invoices/documents
D
Don Franklin
The ability to have the SAAS Plan as a product that will work properly when included in an invoice/document so it can be included with multiple products and have it "launch" or "create" the sub account/SAAS setup properly as it would with a sales form.
M
Marshall Lawlor
This would make for a much smoother onboarding process for my clients. I charge multiple one-time products for most customers at the same time that they begin their SaaS plan. Incorporating into the invoice would reduce onboarding friction—I currently require them to go to the payment link for SaaS and then send a separate invoice for other products. It's confusing, because they can't see all fees in one place when making payment.
I
Ismael Castillo
YES, this is a must. What's the point of migrating the SaaS products from the agency account to the agency sub-account to sell them if we cannot invoice them?
Additionally ,I want flexibility as to WHEN the first SaaS charge occurs. e.g: I can as the client on an invoice for a 50% now, 50% later and then include the first SaaS payment as part of the 2nd 50%
Nuno Tavares - Do you have a workaround for this?