Customer Invoicing

Customer Invoicing is a premium feature available to customers on the Pro plan or higher. Learn about the benefits and how to upgrade your account in this article.

Create custom pricing plans, bill your customers directly for their usage, and keep track of the financial side of your call tracking operations with customer invoicing. Customer invoicing gives you the ability to manage usage and rates for customers who you are billing both inside and outside of CallRail.

Use this article to learn how to:

  • Enable customer invoicing 
  • Create a standard rate
  • Create custom company rates
  • View the costs associated with each of your companies

Getting Started

Before getting started with Customer Invoicing, our support team will need to activate this feature for your account. Reach out to our support team first to request Customer Invoicing, then return to this help article for setup instructions.

Customer invoicing is only available to administrators in accounts on the Pro plan or higher. The Stripe integration must be enabled to directly invoice companies in your account.

Learn more about direct invoicing with the Stripe integration in this help article.

Enabling Customer Invoicing

  1. Click the account drop-down at the top of the page, then click Manage Account.

    Screen_Shot_2017-12-18_at_3.58.09_PM.png

  2. Choose Customer Invoicing from within the Companies list on the left menu.

    Screen_Shot_2017-11-13_at_10.16.47_AM.png

  3. Click Set up Customer Invoicing.

    Screen_Shot_2017-11-13_at_10.25.13_AM.png
     

Creating a Standard Rate

  1. Click the account drop-down at the top of the page, then click Manage Account

    Screen_Shot_2017-12-18_at_3.58.09_PM.png

  2. Choose Customer Invoicing from within the Companies list on the left menu.

    Screen_Shot_2017-11-13_at_10.16.47_AM.png

  3. Click the Pencil icon in the Standard Rate box.

    Screen_Shot_2017-11-10_at_4.34.49_PM.png

  4. Create a Standard Rate that will apply to all companies in your account.

    Screen_Shot_2018-02-02_at_3.50.13_PM.png

    • The Base Charge column shows the amount you are charging to use the CallRail platform each month.
    • The Local Numbers column shows the amount you are charging for each local number the company creates outside of the plan's included numbers.
      The Toll-Free Number column shows the amount you are charging for each toll-free number the company creates.
    • The Local Minutes column shows the amount you are charging per minute for each call made or received by a local tracking number.
    • The Toll-Free Minutes column shows the amount you are charging per minute for each call made or received by a toll-free tracking number.
    • The Text Messages column shows the amount you are charging for each text message sent or received by a tracking number.
    • The Voicemail Transcriptions column shows the amount you are charging for each voicemail that is automatically transcribed for the company.
    • The CallScribe Minutes column shows the amount you are charging for each minute that is transcribed in calls to and from the company's tracking numbers.

  5. Click Save when you are finished editing your standard rate.

    Screen_Shot_2017-11-16_at_3.45.35_PM.png

Create Custom Company Rates

Follow these instructions to create custom rates for each company in your account.

    1. Click the account drop-down at the top of the page, then click Manage Account

      Screen_Shot_2017-12-18_at_3.58.09_PM.png

    2. Choose Customer Invoicing from within the Companies list on the left menu.

      Screen_Shot_2017-11-13_at_10.16.47_AM.png

    3. Click the Pencil icon next to a company where you'd like to create a custom rate.

      Screen_Shot_2017-11-10_at_4.34.49_PM.png

    4. Select Custom rate beneath the Payment Plan section.

      Screen_Shot_2017-12-18_at_2.33.48_PM.png

    5. Edit the Customer Price for each feature in the company's account. Use the first row to compare your customer's price to the rate that you are paying each month.

      custom_rate.png

    6. Click Save when you have finished creating a custom price.

      Screen_Shot_2017-11-16_at_3.45.35_PM.png

View the Costs Associated With Your Companies

    1. Click the account drop-down at the top of the page, then click Manage Account.

      Screen_Shot_2017-12-18_at_3.58.09_PM.png

    2. Choose Customer Invoicing from within the Companies list on the left menu.

      Screen_Shot_2017-11-13_at_10.16.47_AM.png

    3. Select the company whose costs you'd like to review from the All Companies list.

      Screen_Shot_2017-12-18_at_12.04.18_PM.png

    4. Select View Invoice for the month you'd like to review.

      view_invoice.png

    5. Review your full company invoice.

      Screen_Shot_2017-12-18_at_12.24.04_PM.png

FAQs

Why does my company's account status show as "Unavailable"?

CallRail only checks the payment status of individual companies that are using the Stripe integration. If you're not using the Stripe integration, individual company account statuses are not available.

What will my invoices look like for my companies if my CallRail account is white labeled?

A company's invoice will remain blue, but won't have CallRail's logo on the invoice. CallRail also won't email your company their individual invoices. Instead, they'll be accessible through the last set of instructions outlined in this help article.

Have more questions? Submit a request

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