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:
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Locate the Sub-Account
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Navigate to Settings > Accounts (under Parent/Agency).
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Click the Pencil Icon
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In the Billing column for the selected sub-account, click the pencil (edit) icon.
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Remove from Agency Billing
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Click the Remove from Agency Billing link.
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Enter Customer Billing Information
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A pop-up window will appear prompting you to enter the following:
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Customer's email address.
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Starting balance (minimum $25).
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Email message text you want included in the billing request.
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Send the Billing Request
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Click the Email Client button.
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This sends an email to the customer with a secure link to provide payment details.
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Customer Provides Payment Details
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To complete the switch from shared billing, the customer must:
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Enter new credit card information via the secure form.
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Make a minimum payment of $25.
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Confirmation
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Once the customer submits payment information, the account will be updated to customer billing.
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Changing a sub-account to agency billing:
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Locate the Sub-Account
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Go to the Billing section of your account dashboard.
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Find the sub-account you wish to change.
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Click the Pencil Icon
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In the Billing column for the selected sub-account, click the pencil (edit) icon.
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Add to Agency Billing
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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.
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Confirmation
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Once removed from customer billing, the billing for your sub-account will now be processed through your agency.
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