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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 Reselling → Stripe. Full steps: Stripe Connect setup.

  • Once connected, clients on your workspaces can add a card and Top Up Wallet for AI usage. Payments go to your Stripe account. Wallet credits are USD; the card charge uses local currency plus local tax from the billing address.

  • Manual top-ups always use Stripe Checkout so the client reviews credit plus tax before paying.

  • Clients can also enable auto-recharge when a payment method is saved. Auto-recharge uses a Stripe Invoice with automatic tax.

  • Stripe Tax must be active on your connected account with at least one registration before clients can top up by card.

  • This does not change how workspace seat licenses are billed if workspaces remain on Self-Billing.

Client wallet top-ups: USD credit, local currency charge

  • Top-up amounts in Elevale are shown in USD before local tax.

  • Stripe Checkout charges the customer in their local currency where supported (for example GBP for UK billing addresses).

  • Local sales tax is calculated from the billing address at checkout.

  • The workspace wallet balance increases by the USD credit amount, not the charged currency amount.

  • Manual top-ups always go through Stripe Checkout. There is no instant charge without the client reviewing the total first.

  • Auto-recharge credits the same USD amount each time; the invoice includes local tax on the saved card.

  • Stripe Tax on your connected account must be active with at least one registration before clients can top up by card.

  • Download tax reports from your Stripe Dashboard → Tax → Reports.

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 under Reselling → Stripe 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 → Agency AI Wallet. This bills on Elevale's platform Stripe account, not your Connect account.

  • Agency wallet credits are USD. Your card is charged in local currency plus local tax at checkout, same model as client wallets.

  • 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.

Stripe Connect application fees (automated seat billing)

On Stripe Connect (Automated) workspaces, each paid client charge (subscription, renewal, seat add, plan change) includes an application fee equal to Elevale's wholesale base for that tier and billing period. The fee is deducted automatically in Stripe, you receive the client payment minus Elevale's fee and Stripe processing costs.

  • Fees are set on the charge at collection time, not as a percentage-only rule.

  • £0 trial invoices and fully discounted £0 charges have no application fee.

  • When Elevale schedules a wholesale rise, your client retail can stay unchanged; the application fee updates at each client's renewal.

  • Each month, Billing → Invoices lists a documentation invoice summarising fees collected that month.

  • Seat pricing, markup floors, and scheduling: Reselling pricing and fees.

Scheduling AI wallet markup

  • Use Schedule AI pricing on Reselling → Pricing to raise AI wallet markup with notify and effective dates (minimum 5% markup).

  • Professional and Enterprise client workspaces receive an AI wallet price banner in Billing after the notify date.

  • Business and Foundation clients do not receive AI price notices.

  • The new markup applies to client AI usage after the effective date.

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).

  • Stripe Connect setup