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Category: GOHIGHLEVEL

  • GHL SaaS Mode Improves Checkout with Authorize.net and NMI

    GHL SaaS Mode Improves Checkout with Authorize.net and NMI

    GoHighLevel has improved its SaaS Mode by expanding beyond Stripe to include NMI, Authorize.net, and Square as payment processors. This game-changing update transforms how agencies and businesses can manage their subscription-based services and recurring billing needs.

    For years, businesses faced a significant limitation – they could only process recurring payments through Stripe. Now, agencies can leverage their existing merchant accounts or choose from multiple payment processors that better suit their needs.

    GoHighLevel can now process subscriptions through different payment gateways. This change shows their commitment to flexibility and helping businesses grow. This update empowers agencies to scale their SaaS offerings while maintaining control over their preferred payment processing solutions.

    OPEN A DEDICATED SAAS MERCHANT ACCOUNT

    What is GHL SaaS Mode?

    GoHighLevel’s SaaS Mode empowers agencies to white-label and resell the entire platform under their own brand. This feature turns agencies into software providers. It helps them create ongoing revenue while providing value to their clients.

    The platform packs two distinct feature sets that benefit both agencies and their clients:

    For Agency Clients

    • Two-way text messaging capabilities
    • Web chat widget integration
    • Google My Business chat functionality
    • Facebook Messenger integration
    • Comprehensive reputation management
    • Automated missed-call text back

    For Agencies

    • Customizable SaaS dashboard
    • Automated Twilio rebilling
    • Built-in dunning management
    • Automatic user permission generation
    • Streamlined sub-account creation
    • SaaS snapshot functionality for quick account replication

    Agencies can now integrate with NMI, Authorize.net, and Square, giving them more flexibility in how they process recurring payments and manage subscriptions for their clients.

    BOOST CHECKOUT CONVERSIONS

    Payment Processing Evolution

    Previously, Stripe served as the sole payment processor for subscription billing. Now, the platform integrates seamlessly with NMI, Authorize.net, and Square.

    Key Processing Changes

    The platform now handles all subscription payments through the Payments module in your Agency Sub-Account. This creates a central place for managing customers and subscriptions.

    This integration maintains security by keeping payment processing separate from client access, ensuring agencies maintain complete control over their financial operations.

    Integration Benefits

    Each payment processor brings unique advantages to agencies:

    chart comparing payment processor advantages

    The system now supports flexible subscription management through any of these processors, allowing agencies to:

    • Create customized SaaS plans with varied pricing structures
    • Set up trial periods for new clients
    • Process recurring payments automatically
    • Manage subscription changes seamlessly

    This change in payment processing removes old limits. It creates new chances for agencies to grow their SaaS services based on their business needs.

    SCALE YOUR BUSINESS WITH DIRECTPAYNET

    Benefits of Multiple Payment Options

    The expansion of payment processing options in GHL’s SaaS Mode creates significant advantages for agencies and their clients. This update transforms how businesses can manage their subscription-based services.

    Enhanced Payment Flexibility

    Multiple payment processors now give agencies the power to route transactions through their preferred channels. This flexibility allows businesses to optimize their payment processing based on specific needs and geographical locations.

    Cost Optimization Benefits

    Agencies can now:

    • Negotiate better processing rates across different providers
    • Route transactions through the most cost-effective processor
    • Reduce transaction costs through strategic payment routing

    Improved Business Resilience

    The multi-processor approach strengthens business operations by:

    • Providing backup payment processing options
    • Reducing declined payments through alternative routing
    • Offering better authorization rates across different processors

    Global Market Access

    The addition of NMI, Authorize.net, and Square alongside Stripe enables agencies to:

    • Expand into new markets more effectively
    • Support local payment preferences
    • Process payments in multiple currencies

    Customer Experience Enhancement

    This payment processing evolution delivers improved customer experiences through:

    • Faster transaction processing
    • More payment method options
    • Reduced cart abandonment rates

    OFFER THE PAYMENT METHODS YOUR CUSTOMERS NEED

    Setting Up SaaS Mode with New Processors

    The setup process for SaaS Mode with new payment processors streamlines your transition to enhanced payment capabilities. We’ll walk you through the essential steps to activate and optimize your payment processing.

    Initial Configuration

    Navigate to your Agency Sub-Account and access the Payments module to begin. The system guides you through connecting your preferred payment processor:

    1. Select your payment processor (NMI, Authorize.net, or Square)
    2. Enter your API credentials
    3. Configure your webhook endpoints
    4. Test the connection

    Plan Creation Process

    The platform empowers you to create diverse subscription plans:

    • Set custom pricing tiers
    • Define billing frequencies
    • Configure trial periods
    • Establish usage limits
    • Set up add-on options

    Subscription Management

    Your new payment integration enables robust subscription handling:

    • Process recurring payments automatically
    • Manage subscription changes
    • Handle upgrades and downgrades
    • Process refunds seamlessly
    • Track payment status

    Security Implementation

    The system maintains PCI compliance through:

    • Tokenized payment information
    • Encrypted data transmission
    • Secure customer portals
    • Protected payment information storage

    OPTIMIZE YOUR CHECKOUT PAGE

    Pricing and Revenue Considerations

    The expanded payment processing options transform how agencies structure their pricing and manage revenue streams. Understanding these considerations helps maximize your SaaS business potential.

    Subscription Billing Options

    The new integrations significantly improve how you structure your billing models. You now gain complete control over creating monthly recurring payments, annual subscriptions with built-in discounts, and custom billing cycles that match your clients’ needs.

    The system supports usage-based pricing for services that scale with consumption, while tiered pricing models allow you to create premium offerings with enhanced features.

    Revenue Optimization

    The multi-processor approach creates new opportunities to maximize your revenue potential. You can now reduce processing costs through strategic routing of transactions, minimize declined payments through intelligent retry logic, and improve overall cash flow management.

    The system automatically routes transactions through the most optimal processor, increasing authorization rates and reducing failed payments.

    Trial Period Management

    The platform delivers sophisticated trial period capabilities that drive conversion. Now, you can configure flexible trial durations, set custom trial pricing, and automate the transition from trial to paid subscriptions.

    The system includes built-in abandonment prevention features that help convert trial users into paying customers.

    Dunning Management

    The automated payment recovery system keeps your revenue flowing smoothly. Smart retry logic attempts failed payments at optimal times, while custom retry schedules adapt to your business needs.

    The system automatically sends carefully crafted customer notifications and handles failed payments with sophisticated recovery strategies that maintain positive customer relationships.

    SET UP YOUR NEW GATEWAY WITH DIRECTPAYNET

    Best Practices for Implementation

    Setting up SaaS Mode with multiple payment processors requires strategic planning to ensure optimal performance. Let’s explore the best practices for a successful implementation.

    Processor Selection

    Choose your payment processor based on your specific business requirements.

    Both NMI and Authorize.net connect with thousands of payment processors worldwide. Now, you can focus on opening a merchant account and connecting with a processor that truly supports your business.

    Account Configuration

    Create a dedicated agency sub-account specifically for SaaS Mode operations.

    This separation maintains clean financial tracking and ensures customer data security. The platform gives you the flexibility to segment different business lines or markets.

    Plan Structure

    When creating your SaaS plans:

    • Enable the ‘Use as SaaS Product’ toggle for each plan
    • Configure clear pricing tiers with distinct value propositions
    • Set appropriate trial periods to encourage conversion
    • Define usage limits and complementary credits
    • Establish clear rebilling and reselling parameters

    Customer Onboarding

    The system automates the client onboarding process. Upon successful subscription purchase, it:

    • Creates a new sub-account automatically
    • Configures account settings based on the selected plan
    • Sends welcome emails with login credentials
    • Provides clear instructions for account setup

    Now that GHL SaaS Mode is open, you can customize it to better suit your needs and the needs of your customers. Your first step in this process is opening a real merchant account, not a Stripe account, that you can use to connect with NMI or Authorize.net. DirectPayNet is here to help.

    CONNECT WITH A BETTER PAYMENT PROCESSOR TODAY

  • Maximizing Revenue Recovery for Failed Subscription Payments in GoHighLevel and Stripe

    Maximizing Revenue Recovery for Failed Subscription Payments in GoHighLevel and Stripe

    Subscription businesses inevitably face failed payments, which can lead to involuntary churn if not addressed. Here’s how to optimize your failed payment recovery process when using GoHighLevel as your CRM and Stripe as your payment gateway.

    AVOID SUBSCRIPTION CHURN

    Stripe’s Default Failed Payment Handling

    Stripe offers a built-in feature called “Smart Retries” that automatically retries failed subscription payments for you. Out of the box, Stripe will intelligently retry a failed payment 3 times over a 2 week period before canceling the subscription. This default behavior provides a solid foundation for recovering failed payments without any additional setup.

    But the reality behind Smart Retries is that Stripe uses machine learning trained on billions of data points to determine the optimal time to retry each failed charge. This is sold as a way to maximize your chances of successfully recovering payments. However, it’s more about Stripe reducing the level of risk.

    If you need even more robust retry behavior, Stripe allows you to extend Smart Retries to a maximum of 8 retry attempts over a 2 week period. This can be easily configured right in your Stripe account settings. With up to 8 well-timed retries powered by Stripe’s intelligent retry logic, you’re giving failed payments the best chance to ultimately succeed out of the box.

    CONNECT WITH A MORE POWERFUL PAYMENT GATEWAY

    Strike the Right Balance with Payment Retries

    While it may be tempting to retry failed payments as frequently as possible, such as every day, to maximize revenue recovery, it’s important to consider the potential downsides of excessive retries.

    Retrying failed payments too aggressively can actually harm your overall payment approval rates over time. Payment processors and credit card issuers monitor decline rates closely. If they see an unusually high number of declines from your business, it may trigger risk alerts and lead to more scrutiny on your transactions. This can result in even valid payments being declined more often.

    Additionally, customers whose payments are finally approved after 5 or more retries may be more likely to dispute the charges or request refunds. These customers may not have intended for the payment to ultimately go through, and excessive retries can lead to a poor customer experience.

    The key is to find the right balance between maximizing revenue recovery and maintaining a healthy payment profile. By using Stripe’s intelligent Smart Retries and configuring your settings thoughtfully, you can optimize your retry strategy to recover revenue effectively while keeping your overall approval rates strong.

    Remember, a slightly lower recovery rate on failed payments is preferable to jeopardizing the success rates of all your transactions, no matter the payment method. By striking the right balance, you can maintain strong approval rates while still recovering a significant portion of failed payments.

    BOOST YOUR APPROVAL RATIO

    Supercharge Your Decline Recovery with 3rd-Party Salvage Services

    If you find that failed payments are a significant challenge for your business, you can take your decline recovery to the next level by leveraging specialized third-party decline salvage services.

    These powerful services go beyond Stripe’s built-in capabilities, allowing you to fully customize your retry schedules and strategies. With granular control over retry frequency, timing, and logic, you can fine-tune your approach to maximize recovery rates while minimizing any negative impact on your overall payment health.

    Imagine being able to automatically adjust your retry schedule based on each customer’s unique payment history and behavior. Or dynamically adapting your retry logic based on real-time decline codes and trends. That’s the level of optimization that third-party salvage services can provide.

    By intelligently leveraging these advanced capabilities, you can supercharge your decline recovery efforts and recapture a significant portion of revenue that would otherwise be lost. You’ll be able to recover more failed payments while still maintaining strong approval rates and a positive customer experience.

    If failed payments are a notable drag on your business, integrating a third-party decline salvage service could be a game-changer. You’ll be able to take your revenue recovery efforts to new heights, all while keeping your payment processing running smoothly. It’s a worthwhile option to explore if you want to maximize your success in tackling failed payments.

    SECURE BETTER PAYMENT PROCESSING

    Effortlessly Keep Customer Cards Up-to-Date with Visa and Mastercard Automatic Updates

    It is easy to integrate with Visa Account Updater (VAU) and Mastercard Automatic Billing Updater (ABU) services. These powerful tools automatically update your customers’ expired or replaced card details, ensuring you always have the most current payment information on file for recurring invoices.

    While there is a small fee per card update, the benefits far outweigh the cost. By meaningfully reducing payment failures, you’ll recover revenue that would otherwise be lost. You’ll also save time and resources that would be spent reaching out to customers to update their card details manually. It’s a smart investment in smoother payments and a better customer experience.

    Best of all, enabling VAU and ABU in your Stripe account couldn’t be simpler. You just need to toggle them on in your account settings and Stripe handles the rest. There’s no complex payment integration or development work required. Within minutes, you can start enjoying the benefits of always having your customers’ most up-to-date card information.

    In a nutshell, Visa Account Updater and Mastercard Automatic Billing Updater are your secret weapons for slashing payment declines due to outdated cards. Stripe makes it effortless to harness the power of these tools, so you can focus on growing your business while they handle the tedious task of updating card details. Enable them today and watch your successful payments soar.

    CONNECT WITH A PROCESSOR SPECIFICALLY FOR SUBSCRIPTIONS

    Proactively Notify Customers and Streamline Card Updates with GoHighLevel

    Take control of your customer communication and seamlessly guide them through updating their payment information with GoHighLevel’s powerful automation capabilities.

    First, configure GHL to send automated emails immediately when a payment fails. Don’t let a declined payment go unaddressed. Proactively reach out to the customer, alerting them to the issue and providing clear instructions on how to resolve it.

    Craft your email to direct the customer straight to their client portal, where they can easily update their card details. Make the process as frictionless as possible by providing a direct payment link and simple, step-by-step guidance. The easier you make it for customers to update their payment information, the more likely they are to do so promptly.

    Take this as an opportunity to offer more payment options like bank transfers, PayPal, Google Pay, Apple Pay, debit, and more. Credit cards do rule the ecommerce world, but your customers might have other preferences.

    But don’t stop there. Take full advantage of GoHighLevel’s automation power to close the loop and collect payments effortlessly. Set up your system to automatically retry any outstanding charges as soon as a new card is added to the customer’s account. No need for manual intervention or follow-up.

    By implementing this seamless card update flow, you’ll not only recover failed payments more effectively but also provide a smooth, hassle-free experience for your SaaS customers. They’ll appreciate the proactive communication and the ease of updating their payment information, fostering greater trust and loyalty.

    With GoHighLevel’s robust automation features, you can turn a potentially frustrating situation into an opportunity to showcase your commitment to customer service and efficiency. Streamline your payment recovery process, reduce churn, and boost customer satisfaction, all while saving your team valuable time and effort.

    SAFEGUARD YOUR GOHIGHLEVEL PRODUCTS TODAY