The Salesloft Dialer provides a phone service for Salesloft users. Similar to any phone service or plan, the use of the Salesloft Dialer comes at an additional cost. These costs will be covered through purchasing an unlimited calling module through Salesloft.
For more information on the available Dialer Module plans, check out the Dialer Pricing Guide.
Payments for the Dialer will be completed in your Dialer invoice. Any admin and billing contacts for Salesloft teams who have Dialer included within their package will receive a PDF copy of the Dialer invoice via email. From the email, you can click the unique URL to make a payment using a credit card.
In this article, you will learn how to pay and manage your Dialer invoice, including:
To submit a payment for your Dialer invoice, follow these steps:
1. You will receive an email with your Salesloft Dialer Invoice. Click the unique URL found in your Dialer invoice. This will open your private payment portal.
2. Once in the payment portal, double-check the invoice number compared to the invoice and make sure you are paying for the correct invoice number and amount.
3. To pay with a credit card, click the Pay with Card button and follow the step-by-step instruction to complete the transaction.
Things to Note: You may see the option to pay via Bank Transfer. Please note that this option is currently not available.
4. If you would like to save your Credit Card information, please be sure to check the Save payment information for future use box before clicking the "Pay With Card” button.
You have the option of saving a credit card on file when paying an invoice (see step 3 in the section above). Once the credit card is saved, the card will be charged within 5 days of you receiving the invoice.
If you need to update your card for any reason, you can do so when you receive the invoice (via email) by following the steps below, or you can add the credit card information by clicking on the unique URL within your open dialer invoice. From the invoice, click Save the payment information for future use. See above in the Submit Invoice Payment section for more information.
To add a new credit card on file or update your credit card information, follow these steps:
1. Click the unique URL provided within the email body or upon request. This will open the payment.
2. Select the Manage Account tab.
3. Enter your credit card information and click Update Card.
What types of charges will be included within the variable Dialer invoices?
Variable dialer usage is defined as any one-off Dialer minutes used outside of an unlimited Dialer minute module, or any one-off LocalDial numbers used outside of the unlimited LocalDial module. Dialer minutes will be charged to customers the same as they always have been (based on where they are calling, etc.).
Customers will be charged $1 to provision the LocalDial number initially, and $1 per month per LocalDial number while it’s in use (so the first month the customer will be charged $2 total for each LocalDial number).
If your team is not using the Local Dial feature and would like to release all Local Dial numbers from the account to stop these charges from occurring, please visit the Manage LocalDial Numbers article for more detailed instructions on how to disable the feature and release the numbers or contact Support.
Things to Note: After releasing Local Dial numbers, the halt of charges may not be reflected until the second dialer invoicing cycle.
Why am I still getting charged although I have an Unlimited plan within my subscription?
Please reference our Dialer Pricing Guide for information on dialer rates and what may cause the overage charges to occur.
Do I have to pay as an invoice or can I pay by credit card?
All Dialer invoices must be paid using a credit card. We recommend you save the credit card on file in the customer payment portal so future transactions can be processed automatically and to avoid any service interruptions.
Invoices for your Salesloft subscription are still being sent out according to the agreed billing frequency, payment terms, and/or method.
How can I prevent my card from getting charged every month but still pay for Dialer invoices?
To prevent charges on your card every month and still pay for the team’s dialer usage, customers have the option to intentionally overpay the dialer invoice. The overpayment will be used as a credit on the account, to offset future Dialer Invoices until this credit runs out.
Things to Note: If you decide to overpay, you will still receive dialer invoices monthly for your records.
