Great news: you can now manage and customize invoices for each of your customers from a single account. CallRail’s newest addition to its toolbox for marketers includes a Customer Invoicing feature.
Previously, if you wanted to bill your customers separately for their call tracking usage, we recommended that you use our Account Center feature. We’ve simplified that process with our Customer Invoicing feature — giving you the power to manage your customer’s billing inside of a single CallRail account.
Switching from Account Center to Customer Invoicing in CallRail
If you’re managing multiple CallRail accounts for your customers, there’s a decent chance you’re using Account Center. While this feature has its own unique benefits, you may want to consolidate all of your accounts to manage billing using Customer Invoicing.
There are just a few steps to take to make the switch from Account Center to Customer Invoicing.
First, choose the CallRail account that should be your “master” account. If you don’t have a master account yet, you can start your 14-day free trial.
Then, email our support team with the following information:
- Confirmation from an administrator on the former account(s), as well as a list of companies they’d like to move out of their account.
- Confirmation from an administrator on the master account that our support team can move these companies into account.
When your companies move to your new account, all of your tracking numbers within that company transfer as well. The master account is responsible for the billing associated with those numbers upfront, and can use CallRail’s Stripe integration for an out-of-the-box solution to invoicing customers for their usage. Users from your other accounts will not transfer, so you’ll need to re-add those to the new account.
Set up Customer Invoicing and integrate with Stripe
With Customer Invoicing, you also can now determine the cost at which your customers are billed. Each company can be billed at a different rate (by building a “Custom Rate”), or you can create your own custom plan and apply it to all companies (by creating a “Standard Rate”). You can even create custom pricing plans for call tracking outside of the U.S or Canada.
After you’ve built your billing structure, you can integrate directly with Stripe to invoice your customers for their usage. Each Manager user in your account can enter the credit card information for their company (if you’ve decided to use Stripe). CallRail and Stripe take care of the rest from there by invoicing your customers on the first of the month according to the pricing plans you’ve created.
Has CallRail’s Customer Invoicing feature made it easier to manage your billing? We’d love to hear your story! Share your experience with like-minded marketers on CallRail’s Community Forum!