When setting up SaaS subscriptions or rebilling for sub-accounts, you will now see a redesigned provider selection screen. It is easier to understand your options and move forward with confidence from the first step.

What’s new

Visual cards instead of a dropdown

Payment providers are now shown as cards with the provider logo, a V1 or V2 version label, and a clear note about where billing data is stored (your agency Stripe account vs. directly in Leadli). This makes it easier to compare options before choosing.

Provider compatibility is shown up front

Processors that cannot be used for SaaS subscription billing are now labeled as not supported, instead of appearing as options that fail later.

A consistent setup experience

The provider selection screen now looks and behaves the same whether you enable SaaS from the Manage Client panel, enable rebilling, use bulk actions from the Locations list, or add a payment source from Location Billing.

Step progress indicator

A step indicator (for example, “Step 1 of 3: Choose Payment Provider”) now appears during setup so you can see where you are in the process.

Bug fixes

Two issues that could prevent SaaS activation from completing have been resolved, including an error that stopped the plan selection screen from appearing and a case where reopening setup could place you on step 2 instead of step 1.

Why this matters

Setting up SaaS or rebilling requires choosing how sub-account payments are processed. The new layout provides clearer context so you can make the right choice on the first try, and the consistent experience across entry points reduces confusion.