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Billing Notifications

Billing notifications are sent to designated users in CallTrackingMetrics. Depending on your plan type (Connect, Growth, or Performance) and where payment is coming from (Agency billing or Customer billing) Agency Administrators, Agency Billing Managers, or Administrators have the ability to receive these notifications.

To view who is currently set to receive notifications in your account, go to:  Settings > Billing Settings > Billing Recipients

To add or remove which users receive notifications, go to: Settings > Manage Users > Edit (next to the user) > Assign Roles > Add Role

 

 

 

 

 

 

 

 

 

 

Next, determine if the user should receive billing notifications.

 

 

 

 

 

 

 

 

 

Then, click Save Changes

By default, the system will enroll the following users:

  • Agency accounts (Growth & Connect) on agency billing: Agency Administrators or Agency Billing Manager, unless they are set not to receive them.
  • Agency accounts (Growth & Connectr) on customer billing: Account Administrators, unless they are set not to receive them.
  • Performance plan accounts: Account Administrators, unless they are set not to receive them.

 

For additional information please visit the user roles article. 

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