Agency Shared Billing vs. Individual Sub-Account Billing

Some CallTrackingMetrics plans support an “agency” account structure. This allows you to put clients on individual sub-accounts along with segmented reporting, plus access and billing. You can choose whether a sub-account's usage is funded by an agency balance, meaning the usage draws from a balance provided by the agency.  There is also an option to draw from the customer's balance, where the usage on the account would be deducted from a balance that the customer has funded.

Click here to change to customer billing. 

Click here to change to agecy billing. 

To see if your client’s sub-account is on agency shared billing or on its own billing, you will want to go to Settings > Accounts.

From here, you can see all of the sub-accounts set up under your agency. Under the billing column on this page, you’re able to identify whether that sub-account draws from a customer balance or an agency balance.

When you see Balance from: customer, that means they are NOT on the agency shared billing.  Your customers are funding their own available balance and paying for the usage of their sub-accounts through their own credit cards.

Changing a sub-account to customer billing:

1. Locate the Sub-Account

   • Navigate to Settings > Accounts (under Parent/Agency).

2. Click the Pencil Icon

   • In the Billing column for the selected sub-account, click the pencil (edit) icon.

3. Remove from Agency Billing

   • Click the Remove from Agency Billing link.

4. Enter Customer Billing Information

   • A pop-up window will appear prompting you to enter the following:

     • Customer's email address.

     • Starting balance (minimum $25).

     • Email message text you want included in the billing request.

5. Send the Billing Request

   • Click the Email Client button.

   • This sends an email to the customer with a secure link to provide payment details.

6. Customer Provides Payment Details

   • To complete the switch from shared billing, the customer must:

     • Enter new credit card information via the secure form.

     • Make a minimum payment of $25.

7. Confirmation

   • Once the customer submits payment information, the account will be updated to customer billing.

Changing a sub-account to agency billing:

1. Locate the Sub-Account

   • Go to the Billing section of your account dashboard.

   • Find the sub-account you wish to change.

2. Click the Pencil Icon

   • In the Billing column for the selected sub-account, click the pencil (edit) icon.

3. Add to Agency Billing

   • Click the Add to Agency Billing link.

   • In the pop-up window, click the Add to Agency Billing button.
   • Note: The current billing information for the account will be lost, and any available balance will be added to your agency's current balance.

4. Confirmation

   • Once removed from customer billing, the billing for your sub-account will now be processed through your agency.