Agency Shared Billing VS. Individual Sub-Account Billing
Some CallTrackingMetrics plans support an “agency” account structure. This allows you to put clients on individual sub-accounts along with segmented reporting plus access and billing. You have the ability to choose whether a sub-accounts usage is funded by an agency balance (the usage draws from a balance funded by the agency). There is also an option to draw from the customer balance (the usage on the account would draw from a balance that the customer funded).
To see if your client’s sub account on agency shared billing or on its own billing you will want to go to Settings then Accounts. From there, you can see all of the sub-accounts set up under your agency. Under the billing column on this page you’re able to identify whether that sub-account draws from a customer balance or an agency balance.
When you see ‘Balance from: customer,’ that means they are NOT on the agency shared billing. Your customers are funding their own available balance and paying for their sub-accounts usage through their own credit card.
If you wish to change a particular sub account’s balance setting you can select the “Balance From” section of the specific sub-account (pictured above). Once selected a pop-up will appear prompting you to “Add To” or “Remove From Agency Billing”.
