Charge clients with rebilling and Stripe in Centerfy
Connect your Stripe account to charge clients directly and set markup pricing on usage across sub-accounts to build predictable recurring revenue.
Rebilling lets you charge your clients for their platform usage directly through Centerfy, using your own Stripe account as the payment processor. You set the pricing — a flat monthly fee, per-usage markups, or both — and Centerfy handles the billing logic. Funds land in your Stripe account, not Centerfy’s.
Connecting your Stripe account
- Open Stripe Config
Go to Agency Workspace > Settings and select the Stripe Config tab. Click Connect Stripe or Enter API Keys.
- Enter your Stripe API keys
Provide your Stripe Publishable Key and Secret Key. Both keys are available in your Stripe Dashboard under Developers > API keys. Use test keys while you are setting up and swap to live keys when you are ready to charge real clients.
- Verify the connection
After saving, the Stripe Config panel shows a green connected status. If it shows an error, double-check that you copied both keys in full and that the keys match (both test or both live — never mix them).
Configuring rebilling per sub-account
Once your Stripe account is connected, you can enable rebilling for individual sub-accounts and set their pricing.
- Open a sub-account's billing settings
Go to Agency Workspace > Sub-Accounts, click a client account, and select the Billing tab in the detail panel.
- Enable rebilling
Toggle Enable Rebilling on. This activates billing for that sub-account and allows you to set pricing.
- Set pricing
Configure the monthly plan price and per-usage rates. You can set a markup on top of Centerfy’s base rates for each usage type:
Usage type Billing unit Email Per email sent SMS Per message sent WhatsApp Per message sent Phone call Per minute AI phone call Per minute Phone number rental Per month Knowledge base sources Per source Premium workflow actions Per action - Assign the client to a pricing tier (optional)
If you have created named pricing tiers (see below), select the appropriate tier for this sub-account instead of setting individual rates manually.
Pricing tiers
Create reusable pricing plans and assign them to sub-accounts rather than configuring rates one account at a time.
Go to Agency Workspace > Settings > Rebilling Config and add a new pricing tier. Give it a name (for example, Starter, Growth, or Pro), set the monthly plan fee, and configure the per-usage rates for that tier.
Open a sub-account, go to its Billing tab, and select the tier from the Pricing Tier dropdown. The rates update immediately.
On the Sub-Accounts list, select multiple accounts with the checkboxes and use Bulk Actions > Update Pricing to assign a pricing tier across all selected accounts at once.
Usage tracking and revenue dashboard
Agency usage overview
Navigate to Agency Workspace > Agency Usage to see aggregated usage across all sub-accounts — total calls made, SMS sent, emails sent, and active agents. You can filter by date range and drill into individual sub-account usage from this view.
Revenue dashboard
The revenue dashboard shows your total monthly recurring revenue (MRR), a per-client breakdown, and billing history. Open it from Agency Workspace > Settings > SaaS Mode after enabling SaaS analytics.
SaaS mode
Enable SaaS Mode in Agency Workspace > Settings to unlock analytics specifically built for agency revenue tracking: MRR over time, client churn rate, new client growth, and lifetime value metrics — all in a single view.
How payments work
Centerfy uses Stripe as the exclusive payment processor for rebilling. When a sub-account is billed:
- Centerfy calculates the usage charges based on the rates you configured.
- Stripe charges the client’s payment method on file.
- The funds are deposited into your connected Stripe account.
- Centerfy records the transaction in your revenue dashboard.
Your clients are billed by your agency (via Stripe) — Centerfy does not appear on their invoices or bank statements.