Credit Management & Auto Recharge for Primary and Sub-Accounts

Tired of watching sub-account balances and manually transferring credits over? Here's how to set up auto-recharge so a sub-account's credits refill on their own before they run out.

Why use this

Recharging main and sub-accounts off a single card creates real friction: a blocked card causes payment failures, someone has to notice a sub-account is running low, and manually transferring credits gets harder the more sub-accounts you manage across different locations and usage patterns. Auto-recharge removes that manual work. Set a minimum balance, a top-up amount, and a monthly cap once, and CallHub keeps each sub-account funded automatically from then on.

Before you start

• Access: primary account (campaign manager or admin) access to manage sub-accounts.
• Payment method: CallHub doesn't accept prepaid cards, so auto-recharge needs a non-prepaid card on file.
• Time: a few minutes per sub-account. Repeat the setup separately for each one.

Turn on auto-recharge for a sub-account

1. Click your profile dropdown, then go to the sub-accounts section.
2. Click Add credits to manage auto-recharge for your sub-accounts.

3. Next to the sub-account you want to configure, click its three dots. 

   

4. Select the radio button to enable auto-recharge. 

   

5. Set the minimum balance, the point at which a recharge triggers.
6. Set the recharge amount, how many credits get added each time.
7. Set the monthly limit, the cap on total auto-recharge spend for that sub-account each month.

8. Click Apply to save the setup for that sub-account. 

   

9. Repeat these steps for each additional sub-account you want to auto-recharge.

Notes & limits

ⓘ Once a sub-account's monthly auto-recharge limit is used up, CallHub stops auto-recharging it for the rest of that month. Recharging resumes automatically at the start of the next month.

✓ As the account admin, you can raise a sub-account's monthly limit mid-month from the Auto Recharge section, and the increase is available immediately for that month's remaining recharges. For example, if a $2,500 limit is exceeded and you raise it to $4,000, the sub-account can be recharged for another $1,500 that month.

ⓘ CallHub doesn't accept payments from prepaid cards.

FAQs

What happens when a sub-account hits its monthly recharge limit? 
CallHub stops auto-recharging it for the rest of that month and resumes at the start of the next month.

Can I increase a sub-account's monthly limit partway through the month? 
Yes. From the Auto Recharge section, raise the limit and the added amount becomes available right away for that month's remaining recharges.

Can I pay for auto-recharge with a prepaid card? 
No. CallHub doesn't accept prepaid cards.

Do I need to set this up separately for each sub-account? 
Yes. Repeat the same steps for every sub-account you want to auto-recharge.