Billing & Payments

Adding a Payment Method

Add a payment method to fund your LeadHQL account and receive buyer introductions. Why You Need a Payment Method LeadHQL uses a prepaid balance model. You need a payment method to: - Add funds to your account - Pay for introductions as you receive them - Subscribe to Lead Groups Adding Your First Payment Method 1. Go to Billing at https://leadhql.com/dashboard/payment 2. Click Add Payment Method 3. Enter your card details: - Card number - Expiration date - CVC/security code - Billing address 4. Click Save Supported Payment Methods We accept major credit and debit cards: - Visa - Mastercard - American Express Multiple Payment Methods You can add multiple cards: - One is marked as your primary/default method - You can switch which card is primary - Choose which card to use when making payments Managing Payment Methods From the Billing page: - Add new payment methods - Remove existing cards - Set primary payment method Payment Security Your payment information is: - Processed securely through Stripe - Never stored on our servers - Protected by industry-standard encryption Troubleshooting Card declined? - Check card details are correct - Ensure sufficient funds/credit - Verify your bank hasn't blocked the transaction - Try a different card Can't add a card? - Ensure all required fields are filled - Check the expiration date is valid - Contact support if issues persist

Understanding Your Balance

Your LeadHQL account balance is your prepaid credit that pays for buyer introductions. How Balance Works 1. You add funds to your account 2. When you receive an introduction, the cost is deducted 3. Your balance decreases with each introduction 4. Add more funds when needed Viewing Your Balance Your current balance is visible: - In the sidebar next to Billing - At the top of the Billing page - On your main dashboard stats Balance and Introductions Each introduction costs the Lead Group's CPL (Cost Per Lead). Example: - Balance: €500 - Lead Group CPL: €25 - You receive an introduction → Balance becomes €475 Low Balance If your balance gets too low: - You may stop receiving introductions - Subscriptions may pause - Add funds to resume We recommend keeping enough balance to cover at least a week of expected introductions. Checking Balance History The Transactions tab shows: - All payments (credits) - All introductions charged (debits) - Running balance changes Balance vs. Budget Balance = Total funds in your account (across all subscriptions) Budget = Monthly spending limit per Lead Group You need balance to cover your budgeted spending. Adding to Your Balance Go to Billing → Make a Payment to add funds anytime.

Setting Up Auto-Reload

Auto-reload automatically adds funds to your account when your balance gets low. Why Use Auto-Reload Without auto-reload, you need to manually add funds. If your balance runs out: - You stop receiving introductions - Subscriptions pause - You might miss opportunities Auto-reload ensures uninterrupted service. How Auto-Reload Works You set: 1. Threshold - The balance level that triggers a reload 2. Reload amount - How much to add when triggered Example: - Threshold: €100 - Reload amount: €500 - When your balance drops below €100, €500 is automatically charged to your card Setting Up Auto-Reload 1. Go to Billing at https://leadhql.com/dashboard/payment 2. Find the auto-reload or billing settings section 3. Enable auto-reload 4. Set your threshold amount 5. Set your reload amount 6. Save your preferences Choosing Your Settings Threshold: Set this high enough to cover several days of introductions. If you typically receive 5 introductions/day at €25 each, a €200 threshold gives you ~2 days buffer. Reload amount: Set this to cover at least 2-4 weeks of normal spending to minimize transaction frequency. Managing Auto-Reload You can: - Adjust threshold and reload amounts - Disable auto-reload temporarily - Change the payment method used Notifications You'll receive notifications when: - An auto-reload is triggered - A reload payment fails (action needed) If Auto-Reload Fails If the automatic charge fails: - Check your payment method is valid - Ensure your card has available credit - Add funds manually while resolving - Update your payment method if needed

Viewing Transaction History

Your transaction history shows all payments and charges on your account. Accessing Transaction History 1. Go to Billing at https://leadhql.com/dashboard/payment 2. Click the Transactions tab What You'll See Each transaction shows: - Date - When the transaction occurred - Amount - The transaction value - Type - Payment (credit) or charge (debit) - Status - Completed, pending, or failed - Description - What the transaction was for Transaction Types Payments (Credits) Money you've added to your account: - Manual payments - Auto-reload charges - Any credits or adjustments Charges (Debits) Deductions from your balance: - Introduction fees (when you receive a lead) - Each shows the Lead Group and CPL Filtering Transactions Use filters to narrow your view: - Date range - See specific periods - Status - Filter by completed, pending, or failed - Type - Show only payments or only charges Pagination If you have many transactions, use page navigation to browse through your history. Using Transaction History Accounting: Download or record transactions for bookkeeping Verification: Confirm payments were processed Analysis: Understand your spending patterns Disputes: Reference specific transactions if issues arise Exporting Transactions Look for an export option to download your transaction history for accounting or record-keeping purposes. Questions About Transactions If you see unexpected transactions or have questions: - Check the transaction details - Compare with your introduction history - Contact support for clarification

Updating Company/Billing Info

Keep your company billing information current for accurate invoices and records. Accessing Company Info 1. Go to Billing at https://leadhql.com/dashboard/payment 2. Click the Company Info tab Information You Can Update Company Details - Company name - Your legal or trading name - Company/Registration number - VAT number, business registration, etc. Contact Information - Phone number - Business contact number Billing Address - Address Line 1 - Street address - Address Line 2 - Suite, unit, etc. (optional) - City - City/town - State/Province - State or region - Postal Code - ZIP or postal code - Country - Country Saving Changes After updating: 1. Review all fields 2. Click Save or Update 3. Changes take effect immediately Why This Matters Accurate billing info ensures: - Correct invoices for your accounting - Proper tax documentation - Valid receipts for expense claims - Compliance with business regulations Invoices and Receipts Your company information appears on: - Payment receipts - Transaction records - Any invoices generated Keeping Info Current Update your billing info when: - Your company name changes - You move offices - Your VAT/registration number changes - Contact details update Need Different Invoice Details? If you need invoices sent to a different entity or with specific requirements, contact support to discuss your needs.