How to Link Client Payment Method to Multiple Sub Accounts in Real Time!

I have discovered an amazing solution that allows me to link my client payment method to multiple sub-accounts in real-time! It’s a game-changer for any business owner who wants to streamline their payment processes and improve their efficiency. In this blog post, I will share with you the step-by-step process that I went through to set up this feature and how it has transformed my business. Stay tuned to learn how you can easily link your client payment method to multiple sub-accounts and enjoy the benefits of real-time transactions!

How to Link Client Payment Method to Multiple Sub Accounts in Real Time!

Introduction

Being a part of High Level, I always strive to bring you the latest updates and exciting features that can enhance your experience. Today, I am thrilled to discuss a fantastic feature that will revolutionize how agencies operate in SAS mode or when rebuilding clients.

The Power of Multiple Sub Account Mapping in Stripe

Agencies often encounter situations where a client has multiple locations but prefers to pay with the same credit card for all transactions. In the past, mapping multiple sub-accounts to the same customer in Stripe was not possible. However, thanks to High Level’s latest development, this limitation is now a thing of the past.

Seamlessly Connect Multiple Locations

With the new feature, agencies can conveniently map multiple sub-accounts to a single customer in Stripe. This is particularly useful when a client has numerous business locations and wants to streamline their payment process by using a single credit card. Previously, agencies were only allowed to establish a one-to-one mapping, resulting in complications and manual adjustments. But now, these obstacles have been eliminated, enabling a seamless connection between clients and their multiple sub-accounts.

Streamlining the Mapping Process

Attaching a profile to a sub-account remains a straightforward process, just as it was before. The difference lies in the ability to attach the same profile to multiple sub-accounts. This breakthrough simplifies the workflow, reducing the time and effort required to manage multiple client locations. Agencies can now enjoy a more efficient and streamlined mapping process, all within a few clicks.

Eliminating Error Messages and Enhancing Efficiency

One of the significant benefits of this new feature is the elimination of error messages that agencies encountered in the past. Previously, when trying to map multiple sub-accounts to a single customer, an error message would pop up, causing unnecessary frustration and complications. With the latest update from High Level, this issue has been resolved, resulting in a smoother mapping experience for agencies and their clients.

Unlocking Potential: A Win-Win Situation

As an agency, the ability to link client payment methods to multiple sub-accounts in real-time is a game-changer. It not only improves efficiency and saves time but also strengthens the relationship between agencies and clients. Clients will appreciate the convenience and flexibility offered by a unified payment process, while agencies can focus on delivering exceptional service without being burdened by outdated limitations.

FAQ

  1. Q: How do I attach a profile to a sub-account in the new system?
    A: Attaching a profile remains the same as before. Follow the intuitive process to link a profile to a sub-account effortlessly.

  2. Q: Can I link multiple sub-accounts to a single customer in Stripe now?
    A: Absolutely! The latest update from High Level allows you to map multiple sub-accounts to a single customer, providing increased flexibility and efficiency.

  3. Q: What happens if a client wants to pay with different credit cards for each location?
    A: While this specific feature caters to clients who prefer to pay with the same credit card for all locations, Stripe still allows you to configure different payment methods for each sub-account if needed.

  4. Q: Will this feature result in any additional costs for agencies?
    A: No, this feature is seamlessly integrated into High Level’s existing system. There are no additional costs associated with utilizing this powerful functionality.

  5. Q: Can I undo the mapping process if needed?
    A: Yes, agencies have full control over the mapping process. If necessary, you can easily adjust the mapping or revert to previous settings.

In Conclusion

High Level’s new feature allows agencies to link client payment methods to multiple sub-accounts with ease, promoting efficiency, and eliminating previous limitations. Connecting various client locations through a unified payment method has never been more convenient. Seamlessly mapping multiple sub-accounts to a single customer in Stripe enhances agency-client relationships and streamlines operations. Embrace this game-changing feature and take advantage of its benefits today!