Your CallRail invoice is sent to the designated administrators on your account on a monthly basis. It contains a detailed breakdown of the items that comprise your account’s total monthly cost.
CallRail now offers annual plans for Call Tracking, Form Tracking, and Conversation Intelligence. Check out this article to learn more.
Getting started
Invoices cover the total usage for your entire account. You can export a Company Summary from the list of invoices on your Account Billing page to obtain a breakdown of usage by company.
For more information on accessing current and previous invoices from inside your account, please see our Account Billing and Invoices article.
Invoice sections
Important
Your invoice may look slightly different if you are on an annual plan.
The Account Summary provides an overview of the charges leading to your monthly invoiced total. This includes the base charges for your next month's subscription (Platform Charges) and any additional fees from the last invoicing period (Activity Charges).
Detailed breakdowns of both categories are found after this summary.
Platform Charges details base fees for the upcoming invoicing period, such as the costs of your plan and any add-ons you have chosen.
Activity Charges details usage from the previous invoicing period. It lists items such as minutes, numbers, and transcriptions. The far-right column sums the cost from items used beyond what is included in your base plan, which is sub-totaled at the bottom.
Activity charges are split into subsections for each feature used by your CallRail account.
Types of activity charges
- API calls: The number of times CallRail's API was used via an API key attributed to your account. This activity does not include native CallRail integrations accessed in-app. For more information about CallRail's API and billing, please refer to this article in our Help Center.
- Minutes, Numbers, and Text Messages: The quantity used during your last invoiced period.
- Toll-Free Minutes Surcharge: The total number of toll-free minutes used that have incurred a surcharge over the base per-minute fee.
- Toll-Free Numbers Surcharge: The total number of toll-free numbers used that have incurred a surcharge over the base per-minute fee.
- Voicemail Transcriptions: The total billable minutes for those types of call transcriptions.
- Voice Assist Calls: The number of calls answered by Voice Assist that are longer than fifteen seconds.
- Call Transcription Minutes: The number of minutes of audio transcribed by CallRail
- Analysis Minutes: The number of minutes of audio analysed by Convert Assist
- Form Submissions: The number of forms submitted using CallRail Form Tracking.
Prorated billing
Your invoice will reflect if you have changed base plans or have implemented or removed add-ons over the invoicing period. This adjustment is known as proration and is done to ensure your invoice accurately reflects usage.
For example, a customer is billed on the 1st of the month for a given base plan. Then, on the 15th of that month, the customer switches to a different base plan, which has its own usage rates for tracking numbers and minutes.
On the 1st of the next month, their invoice would contain the following:
- A proration credit for a portion of the plan they were initially on.
- A proration charge for a portion of the plan they changed to.
- A full charge for the base price of the plan they changed to.
Your invoice will also show proration if your account status has changed, such as closing or reactivating.
If you change pricing plans during an invoicing period, you will see those charges reflect the pricing structures for the multiple plans you were on. They will be based on the amount of time you spent on them during the period.
Any credits or charges of this nature will be labeled as such on your invoice.
FAQs
Why does my bill seem higher than it should be after switching to a new plan?
If this is in regards to your first invoice after switching plans, this is likely due to proration. This invoice reflects prorated costs for the usage and base price of both plans used during the previous period. The full extent of your savings will be shown on the following invoice after usage of your former plan has been fully settled.