Understanding the Billing Overview

The Billing Overview is a great tool to use to view the breakdown of your monthly bill that occurs during your billing cycle. This article will show how to access and utilize the Billing Overview page in Lead Gen & CRM.

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

Accessing the Billing Overview

To access the Billing Overview page, log in to your Agency account and do the following:

1. Click   Settings icon in the bottom left corner of the page. 
2. Click Billing Overview, located under Agency Tools in the left panel.
   
   
   
    Only Administrators on the Agency account have access to the Billing Overview and other billing pages.

Billing Overview Breakdowns

On the Billing Overview page, information is broken down first by client billing, then by agency costs. The Billing Overview will display:

• The overall monthly bill, which will be broken down into the services being paid for
• Any monthly transactions
• License information for the agency
• Individual breakdowns and payment statuses for each client

You can navigate from the current month to view other billing cycles by clicking the left and right arrows at the top right of the Billing Overview page.

Client Charges

The Client Charges table displays billing information for clients, tying together how and why clients are being charged the amount they are.

The Client Charges section will reflect this information even if your Agency is not billing your clients through our billing platform.  If the Status of a client is set to “Agency Invoiced”, then no charges were actually processed to the client(s). But you can still download these invoices if needed for your recordkeeping or to provide to clients.

The billing cycle information is contained in the following columns in the Client Charges table:


 

Be aware that Lead Gen & CRM and Perfect Audience (our retired Ads platform) charges were billed separately. If the client was using Lead Gen & CRM and was also using Perfect Audience, their Perfect Audience bill will have its own row. The rows displaying the company name for said client will be vertically merged.

Please note that, unlike the billing to our Agency Partners, the billing from an Agency to their Clients occurs at the beginning of the billing cycle.  This allows your agency to receive the funds before the services are provided.

Agency Charges

The Billing Overview page offers insights into the various charges being applied to your bill. Like the Client Charges table, the Agency “Marketing Automation Charges” table lists the various charges being applied to agencies.

This information is contained in the following columns in the Marketing Automation Charges table:


 

Client Transactions

The Client Transactions table provides information on what clients are being billed for during a given month.

This information is contained in the following columns in the Client Transactions table:


 

Agency Transactions

The Agency Transactions table provides information on what an agency is being billed for during a given month.

This information is contained in the following columns in the Agency Transactions table:



 

Invoice Statuses

Client invoices can have many different statuses attached to them, each being quite different from one another in what they mean for you. Some invoice statuses state that all is well, and others signal that there are problems with invoice collection.

These statuses are as follows:



 

Exporting Invoices

You can export client or agency invoices for record keeping. Exported invoices will be saved as .PDF files. 

To export invoices, log into your account and do the following: 

1. Click the Settings icon in the bottom left corner of the page. 
2. Click Billing Overview, located under Agency Tools in the left panel, and scroll to the appropriate section of the page (Client or Agency).
   
   1. For Client invoices, in the Client Charges table, click the desired client company name.
   2. For the Agency’s invoice, scroll down to the Marketing Automation Charges table, and click on the Agency’s name (just above where it says “Subtotal”). 
      
      
      
      
3. Click Export Invoice.
   
   Client
   
   
   
   
   Agency
   
   
   
   

Download the .PDF file that opens in a new window. Downloaded .PDF exports will save automatically to where your computer saves files downloaded from the Internet.

Note: Pop-up blockers will prevent the export window from opening automatically. You will need to allow the pop-ups to open.

Exporting Agency Revenue Reports

The Agency Revenue Report provides agencies with a document to help reconcile revenue generated during a given billing period. The report updates as clients are charged and the agency is paid out.

To export Agency Revenue Reports, do the following:

1. Navigate to the Billing Overview and scroll to the Agency Charges table.
2. Click Agency Revenue Report.

Download the .PDF file that opens in a new window. Downloaded .PDF exports will save automatically to where your computer saves files downloaded from the Internet.




Note: Pop-up blockers will prevent the export window from opening automatically. You will need to allow the pop-ups to open.
 

Accessing Client Configuration Settings

You can access the Client Configuration Settings for individual clients directly from the Billing Overview. This allows you to set the amount and frequency at which you bill them, as well as adjust other client settings.

To access Client Configuration Settings from the Billing Overview page:

1. Click the desired client company name in the Client Charges section.
2. Click View this client's configuration.
   
   
     
3. Modify settings as desired for clients in the following:
    
   • The United States
   • Australia, Canada, or New Zealand
   • European Union
   • All other applicable countries 

Questions?