Convert existing sub accounts to SAAS V2
C
Carl Saling
While I am very thankful for SAAS V2 for all my new accounts, I have several old accounts that are not on SAAS that I have to bill manually for any usage.
It would be great to be able to upgrade an existing sub account to the SAAS V2
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A
Aryan Goyal
Carl Saling You can do that now by going to Manage Client > SaaS > Enable SaaS. While requesting payment details, please select your agency sub-account where SaaS plans are created.
Setting up agency sub-account and SaaS plans for V2:
- Go to SaaS Configurator > Configure tab.
- Select 'Add New', then select your agency sub-account where the payment provider is connected.
- Switch to sub-accounts, then go to Payments > Products.
- Create a new product, then turn on the 'Use as SaaS plan' toggle to view SaaS settings.
- Save and you are ready to sell.