Updating your payment method

This article will explain how to update your method of payment in CallRail.

Updating a credit/debit card

From your CallRail home page:

1. Select My Account.
2. Select Account Settings.
3. Navigate to the Billing tab. If you followed steps 1 and 2, you should be on this page immediately.
4. Scroll down on this screen past your plan details. There is a box with your existing payment details.
5. Select the Pencil icon in this box to update your payment details with the new payment information.
6. Select Finish.

The updated payment details will be visible immediately, and will be charged on your next payment due date.

Using Account Center

From your CallRail home page:

1. Select My Account.
2. Select Account Center.
3. You will see all accounts you have access to. For your desired company, select the Gear icon for it.
4. From the gear icon submenu, select Update Credit Card.
5. Enter your new payment information.
6. Select Finish.

The updated payment details will be visible immediately, and will be charged on your next payment due date.

Paying with a direct debit (ACH) transaction

CallRail allows customers to pay via automated clearing house (ACH) payment, also called direct debit. Using this payment method will allow you to set up payments outside of the CallRail app. If you wish to pay using this method, please do the following:

1. Contact your account manager or CallRail support for our bank letter.
2. Add two points of contact in your account who can receive monthly invoices.
3. Contact your account manager or CallRail support with your information for ACH processing. CallRail will then set your account up for using ACH.