LeadGenius Billing

Article author
Laurie Laidley
  • Updated

These instructions only apply to customers using Stripe. If you have any questions regarding our billing, please feel free to contact us.

Adding or Changing Your Payment Method

On our Billing page, you can add or remove a credit card, and choose which credit card is the default used for payment.

Note: You cannot remove the default card from billing unless you set a different card as the default card.

Selection_430.png

To Add a New Credit Card

  1. Log into your LeadGenius datahub.
  2. Click on your account, and click Settings.
  3. Click on the Billing tab to view your billing information.
  4. Click the Add Payment Method button.
  5. Enter your card information and click Update Payment Method.

To Update Your Credit Card

Just follow the same steps as you would to add a new credit card if you need to update the expiration date. The new information will replace the old information as long as your card number has not changed. If your card number has changed, the new card will be added to your account.

To View Your Invoices

  1. Log into your LeadGenius datahub.
  2. Click on your account, and click Settings.
  3. Click on the Billing tab to view your billing information.
  4. You will see a list of your invoices, as shown above. For closed invoices, click on the View Invoice link. For open invoices, click on the Pay Now link.

Voided Invoices

Voided invoices will show on our Billing page as open. Click on the Pay Now link to view the invoice. The invoice page will show that the invoice has been voided, as shown below.

LeadGenius_Billing-50eaef5c.png

To Download or Print Your Invoices

  1. Log into your LeadGenius datahub.
  2. Click on your account, and click Settings.
  3. Click on the Billing tab to view your billing information.
  4. You will see a list of your invoices, as shown above. Click on the Download link of the invoice that you would like to download. You will then be able to choose a file name, and where to save the downloaded file.
  5. You can print the list of invoices by right-clicking and choosing Print... from the menu while on that page. You can print individual invoices by clicking on the View Invoice or Pay Now link, right-clicking on the page, and choosing Print.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.