What are Sub-Accounts?

Sub-Accounts are teams that are accessible from the same text or dialer login URL. Each team has its own set of campaigns, phone numbers, users, conversation histories, and settings. 

Can I customize my billing for sub-accounts?

Sub-accounts can be billed one of two ways: all together or individually. (**Please note: we cannot bill campaigns separately.**)

By default, all sub-accounts will be billed collectively. This means that all sub-accounts are on one invoice and you only have one billing portal log-in. Here is an example of what an invoice with multiple sub-accounts looks like:

With individual invoices, each sub-account is billed on separate invoices with separate billing portal log-ins. This allows you to set up a different payment method for each team. A valid payment method to set-up separate invoices.

Which method is best for my organization?

Depending on the reporting requirements for your organization, it could be preferable to choose to have your sub-accounts billed on separate invoices to make compliance and processing payment easier. For instance, an organization with 501(c)3 and 501(c)4 branches generally opts to have their usage separated between two teams, and then have each team billed on separate invoices - in order to process payment with different methods.

If you plan on using the same payment method for all your sub-accounts, we suggest one invoice that lists out usage by team instead of creating separate invoices. 

How do I customize my billing for sub-accounts?

To have each team billed separately, please complete the New Sub-Account Billing Profile Request form. Once submitted, the designated billing email address(es) will receive an email with instructions to add a payment method on file.

If you have any questions or need assistance, please don't hesitate to reach out to our Accounting specialists at billing@scaletowin.com. We're happy to help!