Platform documentation

Billing models: licenses vs AI wallet

Billing models: licenses vs AI wallet

Reseller billing has two separate layers. Workspace seats (licenses) and AI wallet credits are controlled differently. You can mix manual license billing with Stripe-powered AI top-ups for clients.

Two layers at a glance

  • Workspace seats / licenses: who can use the product. Controlled by each workspace billing model (Self-Billing or Stripe Connect).

  • AI wallet: prepaid balance for AI features (chat, SOP generation, embeddings, etc.). Controlled at the organization level via Stripe Connect.

Self-Billing workspaces (license pool)

  • You purchase licenses from Elevale and assign them to client workspaces.

  • You invoice clients directly using your own contracts and payment terms.

  • Workspaces show a Self-Billing badge in the

  • Reseller Dashboard

  • .

  • Each active workspace needs at least one assigned license before clients can access the product.

  • See

  • Understanding Licenses

  • for pool management details.

Org-level Stripe Connect (AI wallet top-ups)

  • Connect your Stripe account under

  • Billing → Payment Processing

  • (Stripe Connect OAuth).

  • Once connected, clients on your workspaces can add a card and

  • Top Up Wallet

  • for AI usage. Payments go to your Stripe account.

  • Clients can also enable auto-top-up when a payment method is saved.

  • This does

  • not

  • change how workspace seat licenses are billed if workspaces remain on Self-Billing.

Hybrid setup (recommended for manual billing agencies)

Many resellers keep Self-Billing on every client workspace for seats, while connecting Stripe only so clients can self-serve AI wallet top-ups.

  • Do connect Stripe in Payment Processing for AI wallet card payments.

  • Do keep client workspaces on Self-Billing for license pool management.

  • Do not switch a workspace to Stripe Connect (Automated) unless you want automated subscription billing for seats too. That changes license and invite billing, not just AI.

  • After Connect is enabled, clients see

  • Top Up Wallet

  • instead of

  • Request credits

  • on

  • Workspace Settings → Billing → AI Wallet

  • .

Without Stripe Connect (manual AI credits)

  • If your organization has not connected Stripe, clients see

  • Request credits

  • on the AI Wallet tab.

  • They submit an amount and optional reference. You receive an in-app notification.

  • Approve after confirming offline payment. Credits are added to the client wallet immediately.

  • You can also add credits ad hoc from the workspace card

  • AI credits

  • button in

  • Workspaces

  • .

  • Only one pending request is allowed per workspace at a time.

First client invite (one license, seat handoff)

  • When you create a Self-Billing workspace, you (the agency admin) initially hold the single assigned license as owner.

  • Invite your client as a normal user (not agency_admin). While you are the only member, a second invite is allowed even if no spare licenses appear in the pool. This is the provisional handoff.

  • When the client

  • accepts

  • the invitation, ownership transfers to them, your seat is removed, and the workspace stays at one billable user.

  • A second client user requires an additional license in the pool.

  • The manual

  • AI credits

  • button remains available for ad hoc top-ups at any time.

Agency AI wallet (your wholesale balance)

  • Separately from client wallets, your organization has an

  • agency AI wallet

  • used for wholesale AI costs when serving reseller clients.

  • Top up the agency wallet from

  • Billing

  • so AI features stay available across client workspaces.

  • If the agency wallet is empty but a client still has balance, clients may see an agency assistance message rather than a personal wallet empty error.

Quick checklist

  • Manual client invoicing for seats → Self-Billing workspaces + license pool.

  • Client card top-ups for AI → Connect Stripe at org level; keep workspaces on Self-Billing.

  • Fully manual AI too → skip Connect; use Request credits / AI credits buttons.

  • Automated seat subscriptions → switch individual workspace to Stripe Connect (Automated).