Update Billing Re-Charge Settings

About Account Billing

When you create your account, you will enter your credit card to sign up. Your credit card will be used to fund your CallTrackingMetrics available balance and to pay your annual plan fee in addition to your monthly plan fee.

Your account available balance provides the funds to pay for your numbers, minutes, monthly software fee, and any other premium services (such as transcriptions, enhanced caller ID, or encrypted call recording) you choose to turn on.

When your balance falls below a specific amount, you can have us automatically recharge your balance using your credit card. For example, you can set your recharge amount to $50; every time your account falls below $15, we will automatically recharge back up to $50.

To get your account near a 30-day payment cycle, we recommend that you look at your actual usage over a 30-day period and adjust your Recharge Settings to match. That way you may avoid frequent, small charges to your credit card.

If your balance falls below zero, your account will be paused. When your account is in this state, online tracking numbers will not dynamically swap, calls will not be connected, and you will be in jeopardy of losing your tracking numbers.

We will email all account admins a receipt for the recharge when the account balance has fallen below your desired threshold. We will also send an email when the balance cannot be recharged because of a declining credit card. The administrator's email addresses must be correct and are email accounts that are regularly monitored. Unfortunately, we won't be able to notify you by paper or phone when your account is depleted.

 

The best practice is to have a primary credit card and a backup credit card on file. If the primary card ever runs into issues, the backup credit card is your final line of defense to protect your tracking numbers. Estimate your monthly spending and adjust your recharge settings to ensure your balance doesn't frequently drop below the threshold. CallTrackingMetrics bills in US dollars and does not accept PayPal or Diners Club.

Billing Settings Page (Single Accounts)

1. Go to Settings → Billing Settings.

2. Here, you can view and edit your current credit cards on file and your current recharge settings. The payment methods page is divided into several sections, including:

• Payment Methods: Lists all the credit cards for your account.
• Balance Auto Recharge: You can configure your account's auto recharge settings. Adjust your auto recharge threshold accordingly so your account is not charged too often.
• Critical Billing Phone Number: A contact number to receive text messages for critical billing notices.
• Make a Payment: Here, you can make a one-time payment to the account.
• Opt-in Direct Charge for Plan Subscription: By checking this box, you want CallTrackingMetrics to charge your monthly or annual plan subscription fee directly to your payment method on file vs. it going through your available balance
• Account Payment History: Lists your account's most recent payment history.
• Billing Logs: View, search, and export account payment activity.
• Service Address: Sales taxes for CallTrackingMetrics's products depend on where you consume our products, which is determined by your 'service address.' In most cases, this is the same as your billing address. You must update this form with accurate address information so we can continue to service your account.

  If you are exempt from sales and use tax, please contact [e-mail] to receive our exemption forms.

• Taxes and Fees: Usage dates and times are in UTC. Taxes are charged for the prior month's usage on the 1st of the month. Learn more about how we calculate sales tax.

Add New Payment Method

1. Navigate to the Payment Methods section. Click on New ACH or New Credit Card on the right-hand side of that section.

2. Add credit card information.

3. Save your changes.

4. Edit the card by clicking the pencil icon to set the new card to Primary or Backup.

 

Billing Settings Page (Agency Accounts)

1. Go to Settings → Billing Settings.

2. Here, you can view your current credit cards and recharge settings on file. The payment methods page is divided into three sections:

• Auto Recharge Settings: Configure your account's auto recharge settings here. Adjust your auto recharge threshold accordingly so your account won't be charged too often.
• Payment Methods: This section lists all the credit cards for your account.
• Users who Receive Billing Emails: This section lists users' emails that receive billing statements.

Add New Payment Method

1. Navigate to the Payment Methods section, and on the right-hand side of that section, select the "New Payment Method" button.

2. Add credit card information

3. Save your changes.

3. Scroll to the "Payment Methods" section and set the new card as Primary or Backup.

 

Print Receipts for Each Credit Card Charge

1. Go to Settings → Billing Settings.

2. Under the Payment History, you will see an eyeball next to each charge. When you click on that, you will get a new window for your receipt that you can print off.

3. Next to each credit card charge, click the Receipt Link to open a receipt and print.

Administrators will also receive an email receipt each time the card is charged. Should the card fail, you can click on the "failed" message to see why the transaction failed.

Print Statements for a specific Date Range

Statements will show all credit card charges and the usage applied to the available balance across a given date range. 

1. Go to Settings → Billing Settings.

2. Go to the Payment History section on the Billing Settings page. From there, on the right-hand side is a button that says "Printable Statements." Once you click on printable statements, you will get a pop-up prompt.

3. Select the Date Range for your billing statement in the pop-up.

4. Select the email address you'd like to send the statement.

5. Select "Send Statement."

Click "recurring schedule" in the pop-up box to have these invoices emailed to you regularly.