Setting up client billing from Agency Portal

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  • Updated 4 years ago
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Hey all,

I ran into you guys at DMA2014 in San Diego CA. I was told that you built out your own client invoicing portal so that an Agency can bill their clients directly and not have to worry about the email sending fees.

Where can we do that? I found documentation on the API integration or Zapier stuff, but from what you described I thought it was something different.


Thanks!
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InDygital

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Posted 4 years ago

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Paul Zimmerman-Clayton, Official Rep

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Hey there! It sounds like you're describing our direct billing system. If your account is on a contact based plan, we can give you the option to set up direct billing for your subs. This will allow the sub to put a card on file, and be billed directly through our billing system, rather than be invoiced by you. For more info, take a look here.

We can also move existing subs to direct billing, but you'll need to let us know which subs, and also inform them that they'll need to put a card on file. If you'd like to get direct billing set up, or have questions about how to get your subs moved over, please let me know!
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Mike Rizzo

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Ok, Looks good!

How is that switch coming?
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Mike Rizzo

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Hi Paul,

Not sure if the switch in the account settings has changed yet, but let me know what else i need to do.
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Paul Zimmerman-Clayton, Official Rep

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Hey Mike, 

I've got that case in the hands of our billing team, and I'l make sure you're updated as soon as it's finished!
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Paul Zimmerman-Clayton, Official Rep

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Hey Mike, 

I've got your agency account set up with direct billing, and your subaccount is set up as well. Right now, if you log in to the subaccount using the user's credentials (not your agency owner login), you'll be taken to a screen that prompts you to enter a credit card. Once we've got that card on file, the account will be direct billed. 

Let me know if you run into any snags in the process!
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Mike Rizzo

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WOO HOO! Thank you!
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Paul Zimmerman-Clayton, Official Rep

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Just checking in! Just reply here if you'd like to have direct billing activated, and we can talk through the particulars!
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Mike Rizzo

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Hi Paul!

I don't know why i never got the email updates about hte comments here.. But i'm glad i finally checked back.

I need to set this up for my Sub Account "US Claim Solutions". 

I'll try to follow the directions you provided earlier right now, but i'm not sure i'll be able to accomplish it.