Managing Billing Info Settings for Agency Clients in Europe

Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients. This includes how agencies and clients approach their billing and payout preferences. Clients in the European Union have certain tax and bank issues to consider.

Important: Any references to taxes are for informational purposes only and should not be considered tax advice. Please contact your tax advisor for additional assistance.

 

This article applies only to Agency clients. For individual clients, please return to the help center home page and search for another article.

 

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Understanding This Document

This documentation is meant to show how to configure payment settings.

Aside from the associated content, it does not contain all the information available on the many aspects and inner workings of Lead Gen & CRM's billing system. 

Refer to other Knowledge Base articles for Lead Gen & CRM, or contact Lead Gen & CRM Support for more information. 

Initially Entering Payment Information

An agency client in the EU can use a credit or major-network debit card for payment to their agency. Clients in certain regions are also able to use SEPA direct debit.  The options available will be displayed as part of the method entry process.

Editing Saved Payment Information

There may be a time when you need to update or edit your payment information. To edit your saved payment information, do the following:

1. From within Lead Gen & CRM, click the Settings gear icon () at the bottom left corner.
2. Click Billing Info, located under My Company in the left panel.
3. Click Edit/change card (make sure any pop-up blockers in your browser are turned off).
   
   
   
   
   

4. On the page that comes up, select the payment method needed, and complete the associated form.

   • If you wish to be able to use your credit card across other Stripe-enabled websites, you can enroll the associated email in Stripe’s Link service, but it is not required in order to save the payment method for charges through Constant Contact.  If you want to use Stripe’s Link service, enter your desired phone number to proceed with that enrollment.  Otherwise, uncheck the “Save my information” box.  

   • If you have already enrolled in Link, you will first see a screen asking you to confirm the code that Stripe has sent you to log into your Link account.  If you do not wish to use a payment method saved to your Link account, click the “Pay Without Link” option.

5. Click Save to save your changes.  You will receive either a confirmation or error message regarding the validation of the payment method.

Notes: 

• When entering a card to be used as a payment method, a temporary charge of $1 (or currency equivalent) is made to verify that the card is valid. Please make sure that the card provider will accept the validation charge without further authorization requirements.

When saving new payment method information, your newly saved payment method will replace your previous payment method.

This verification process is normally instant, though it can take more than a few minutes to complete.

Entering VAT Information

Registering your value-added tax (VAT) identification number will allow your agency to include the VAT percentage as a line item on your bill, as well as providing VAT-compliant printable invoices. To enter VAT information, do the following:

1. From within Lead Gen & CRM, click the Settings gear icon () at the bottom left corner.
2. Click Billing Info, located under My Company in the left panel.
3. Scroll to the Value-Added Tax section and enter your VAT number in the Enter your company's VAT number field.
4. Click Save. 
   
   

Be aware that these settings may not appear if your agency is located outside of the European Union. For more information on VAT usage, contact your agency.

Editing VAT Information

You can edit your VAT information as necessary. To edit VAT information, do the following:

1. From within Lead Gen & CRM, click the Settings gear icon () at the bottom left corner.
2. Click Billing Info, located under My Company in the left panel.
3. Scroll to the Value-Added Tax section and click Edit/change.
   
   
   
   
4. Enter your new VAT number in the Enter your company's VAT number field.
5. Click Save.
   
   

IBAN/SEPA Support

Not every country in the European Union supports IBAN and SEPA direct debit. The option will only appear on the payment method input form if you are in a region where that is a payment option.  That determination is made by our payment processing service, based upon the address you have entered into your Company Profile.

Questions?