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Account Settings - Billing

Collect payment from lead buyers and clients with Authorize.net or Stripe integration

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a month ago

Overview

As a lead-based business, this section enables you to sell leads directly to your customers, invoice them as part of an order, and collect payment via a secure link. First, choose between Authorize.net or Stripe as your payment processor. Once you have chosen a partner, you will receive an authorization key to enable payment processing in this system section.

Key Functionality

  1. Payment Processor Integration

    • Choose either Authorize.net or Stripe to enable processing of invoice payments.

  2. Invoice Customization

    • Input essential details like company name, slogan, address, business information, and apply a tax rate for accurate billing.

  3. Secure Payment Link Generation

    • Once the processor is configured, generate payment links for clients to complete invoiced transactions.

How to Use This Screen

  1. Access the Section

    • Navigate to SettingsAccount SettingsBilling.

  2. Configure Your Payment Processor

    • Select Authorize.net or Stripe, and enter the required authorization key to establish the integration.

  3. Set Up Invoice Details

    • Enter your company name, tagline or slogan, mailing address, business information, and tax rate as needed.

  4. Generate Payment Link

    • Use the integrated processor to create and send secure payment links with client invoices for seamless transactions.

Best Practices

  • Double-Check Your Billing Details
    Confirm that your company name, address, and tax rate are accurate to avoid client confusion or payment errors.

  • Choose the Right Processor for Your Workflow
    Align your choice (Authorize.net vs. Stripe) with your existing systems or client preferences to ensure smooth operations.

  • Test Payment Links
    Run a test transaction to verify that payment links are functioning correctly and invoices display expected details.

Troubleshooting

  • Payment Not Processing

    • Ensure that your authorization key is valid and entered correctly.

    • Confirm that the integration settings are saved. If the issue persists, check your gateway account’s status with the provider.

  • Invoice Appears With Inaccurate Details

    • Review and update company information, tax rate, or address fields, then regenerate the invoice to reflect changes.

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