A-Z Rebilling Guide (With Flowchart and Real Charges)
We get asked a ton about rebilling -- and while we work on functionality and UX UI to always make this easier, I thought I would make a simple vid (its 10 minutes you can 2x if you like) that shows a miro flow chart on the logic, the rebilling set up and configuration, using folders to bucket clients by type, and the tangible charges at the sub-account and workspace level to better understand it. let me know if you have any questions, drop them below and ill get you an answer :) Loom & Miro board attached