This article will explain how to update your method of payment in CallRail.
Updating a credit/debit card
From your CallRail home page:
- Select the Account icon on the top left to open the My Account panel,
- Select Account Settings.
- Navigate to the Billing tab. If you followed steps 1 and 2, you should be on this page immediately.
- Scroll down on this screen past your plan details. There is a box with your existing payment details.
- Select the Pencil icon in this box to update your payment details with the new payment information.
- 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:
- Select My Account.
- Select Account Center.
- You will see all the accounts you have access to. For your desired company, select the Gear icon for it.
- From the gear icon submenu, select Update Credit Card.
- Enter your new payment information.
- 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:
- Contact your account manager or CallRail support for our bank letter.
- Add two points of contact in your account who can receive monthly invoices.
- Contact your account manager or CallRail support with your information for ACH processing. CallRail will then set your account up for using ACH.
FAQs
Can I add more than one credit card to my account?
We can't add more than one credit card to a single account; however, you can create multiple CallRail accounts (one for each client or credit card you need to invoice), and retain access to all your accounts using Account Center. CallRail's Account Center allows you to use a single login to access all of your accounts while keeping billing separate for each account you manage:
Here are instructions on how to set up your Account Center.
Why won’t my credit card information update?
If you’re having trouble entering your credit card information, we recommend first double-checking the zip code and CVV associated with the billing address of the card you’d like to use.
If you have any questions regarding the billing information on your account, please don't hesitate to contact our support team.
Why is my card being declined?
The most common reason credit card payments are declined is because the zip code entered in CallRail doesn't match the zip code associated with the billing address.
Our payment processing system also does not accept prepaid credit cards as a security measure to prevent fraud. If you're using a prepaid credit card, and your card is being declined, please enter a different credit card for billing purposes.
Additionally, we cannot accept credit card payments from China, Hong Kong, India, Indonesia, Nigeria, or Russia.