The WildJar account structure was designed to assist agencies and businesses manage call tracking for multiple end-clients, business entities or franchise locations. If you are using WildJar's Xero integration, you can also create prospect links to create a sub-billing client, which is associated with a biller code.
This article will outline the different kinds of accounts, how they fit into the account structure and assist in managing your own account structure.
Account
An account is a container for storing tracking numbers, call data and users and can contain multiple levels of child accounts depending on your needs. An account is generally shown by a green icon in the account structure.
There are a two special account types:
Main billing client
If you are a client of WildJar and billed by WildJar directly, your top level account is also the main billing client. This account can either be standalone or can contain multiple levels of accounts below it.
The main billing client is shown as a red icon in the account structure:
If a main billing client has child accounts, also called sub-accounts, they will be billed to the parent main billing client:
Sub-billing client
A sub-billing client is the top level account for each of your clients. When the invoice is generated in your Xero, any numbers, calls, power-ups, etc, will be included in the white label invoice according to the rates you have set.
A sub-billing client is shown as a blue icon in the account structure.
As with any other account, it can be standalone or contain child accounts. If a sub-billing client has child accounts, any numbers, calls, power-ups, etc, will be included in the white label invoice for the parent sub-billing client:
Biller Code
Each client, whether a directly billed client of WildJar or of a reseller using the Xero integration, is a biller code in the WildJar platform. A biller code is an identifier for the billing and invoicing information associated with a sub-billing client. This includes an end-client's business details, rates and usage.