Account Billing and Invoices

An administrator can view up-to-date billing information between invoice dates (including minutes used), view previous invoices, and update the credit card number on file for a CallRail account from the "Billing" page.

Use this article to learn how to:

  • See up-to-date account usage within the current billing cycle
  • Review past invoices
  • Set up invoice emails

Getting Started

If you only have administrative access to a single CallRail account, the first set of instructions in this article will guide you through finding your billing and invoice information.

If you have access to multiple CallRail accounts in your Account Center, you can skip to the last set of instructions in this article to see how to view billing information for each account you're linked to.

If you have questions regarding your invoices or account usage, don’t hesitate to reach out to our support team. We’re available to discuss any questions regarding billing on the account with an administrator on your account. You can also read our FAQ section at the end of this help article.

View Current Account Usage

Reviewing your current account usage will provide you with an up-to-date breakdown of the amount of tracking numbers and minutes being used within your account in the current billing cycle. Your account usage section will also provide the date of your next invoice, as well as a breakdown of the cost associated with your current usage.

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

    Screen_Shot_2017-10-25_at_11.28.29_AM.png

  2. Choose Account Billing from within the Billing list in the left menu.

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  3. Up-to-date usage on your account, including tracking numbers and minutes that will appear on your next invoice, will be available under the Last Invoice section.



View Past Invoices

Each invoice for your account is available for review at any time on your account’s billing page. You’re also able to download a spreadsheet that contains every call included on a specific invoice from this area in your account.

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

    Screen_Shot_2017-10-25_at_11.28.29_AM.png

  2. Choose Account Billing from within the Billing list in the left menu.

    account_billing.png

  3. Click View Invoice to see a specific invoice from the All Invoices section at the bottom of the page. You can also export all calls for a certain invoice to a CSV file by clicking Export Calls CSV.



See Usage in Account Center

If you’re an administrator on multiple accounts and would like to see a billing overview for each of your accounts, you can access billing and invoice information in your Account Center.

  1. Click the account drop-down at the top of the page, then click Switch Accounts.

    Screen_Shot_2017-10-25_at_11.27.34_AM.png

  2. Select Billing Overview in the left menu.

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  3. View the invoice date and amounts for each account you’re connected to. You can click on a specific account name to be redirected to the billing page for that specific account.

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Change Invoice Email

Any administrator can receive copies of your monthly invoice via email. Administrators can also change the settings for other administrators so that they receive invoices via email as well. 

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

    Screen_Shot_2017-10-25_at_11.28.29_AM.png

  2. Choose your Users from the left menu.

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  3. Select the Gear icon for the administrator you’d like to receive email invoices, then click Edit User.

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  4. Check the Recieve Invoices box

    RecieveInvoices.png

  5. Click Save User to update your changes.

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FAQs

What's included in my invoice each month?

Your invoice each month is the total of your base platform fee, active phone numbers, minutes, voicemail and call transcriptions, and text messages used during the billing cycle. Your invoice will include each phone number that is active at any point during the billing cycle.

What's included in my 14-day free trial with CallRail?

You'll have access to all of CallRail's features with your 14-day free trial. After the 14-day trial, the first payment always charges the base price of your account upfront for the upcoming month. After that, your account will be billed according to the pricing plan you've selected for your account.

Here's an outline of CallRail's pricing plans.

If you've gone over your included minutes in your plan during your trial, you'll see the associated costs for those minutes on your first invoice within the usage section.

Can I add more than one credit card to my account?

Each CallRail account can only have one credit card number on file; however, you're able to access all of your accounts from one place within CallRail's Account Center. Once you've set up your account, you can claim your other accounts, and keep billing separately for each account you manage.

Here are instructions on how to set up your Account Center

Is there an additional cost for call recording?

No, call recording is included within the base price of your account and can be activated on any tracking phone number according to your state, federal, and local laws regarding call recording.

Is there an additional cost for international tracking numbers?

Pricing and surcharging for call tracking and routing outside of the United States and Canada varies based on location. More information about international pricing can be found by contacting our support team or visiting the International Call Tracking page

Is there an additional cost for more users or companies within my account?

With CallRail, you're able to have an unlimited amount of users and companies within your account at no additional cost. If you're working in a HIPAA-compliant account, exceptions may apply.

Which currency does CallRail use for invoices?

CallRail invoices clients in USD. For accounts using CAD, a converted invoice amount may appear on your credit card's billing statement to make up for the exchange rate.

Why is my card being declined?

The most common reasons credit card payments are declined is because the zip code entered in CallRail doesn't match the zip code associated with the billing address.

Additionally, our payment processor system does not accept all prepaid credit cards. If you're using a prepaid credit card, and your card is being declined, please enter a different card into our system that CallRail is able to use for your invoices. 

For more information on pricing, or if you're looking for a custom plan for high call volume or custom implementation requirements, please visit our pricing page.

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