This includes how agencies and clients approach their billing and payout preferences. Agencies in the European Union have certain tax and bank issues to consider. This article will detail how to manage billing and payout settings in the Billing Info page.
 | This article applies only to Agency Partners. For Direct accounts, 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. |
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This documentation is meant to show how to configure payout account, payment method, and other billing settings on your Agency Partner account.
This documentation does not contain information on the many aspects and inner workings of Lead Gen & CRM's billing system. Refer to other articles on other parts of the billing system, or contact Lead Gen & CRM Billing Support at crm-billing@constantcontact.com for more information.
If you are in an area where the Lead Gen & CRM platform supports it, you are able to bill your clients through our payment processor. All charges to your clients are 100% on behalf of your agency, and will be paid out to you directly. Your clients are billed in the same currency that Constant Contact bills you in.
In order to start billing your clients in Lead Gen & CRM, you will need to designate a bank account into which the payments from clients will be deposited.
Be aware that this connection is only for the payments from your Lead Gen & CRM clients, and this information will not be used to charge your agency. The payment method information for your agency to pay Constant Contact is entered as a separate step, even if you wish to use the same account.
To designate bank accounts and set up billing of your clients, you will need to integrate your Lead Gen & CRM account with our 3rd-party payment processor (Stripe). You will be establishing an account directly with Stripe for them to process those charges on your behalf.
To enter payout account information, do the following:
) at the bottom left corner.
You will be prompted to create a Stripe account for your Lead Gen & CRM account. Make note of the credentials you use to create your Stripe account, in case you need to update this information in the future.
Complete the process to configure your Stripe connected account and enter your payout account. You can use either a bank account or debit card for payouts.
Refer to Stripe's external documentation for additional information on entering information into Stripe.
Note: If you go Back in your web browser, you will need to start the integration process from the beginning.
There may be a time when you need to edit your designated payout account. To edit previously saved bank account and payout information, do the following:
) at the bottom left corner.
Complete the sign-on process, using the credentials and phone number you used when establishing your Stripe account, to access the Stripe website. Or use the appropriate link or contact Stripe Support if you cannot complete the sign-on (contact Constant Contact Billing Support at crm-billing@constantcontact.com for assistance if needed).
You can exit the Stripe browser tab once you have configured your information. Refer to Stripe's external documentation for additional information on editing information in Stripe.
Just as you entered account information in order to receive remittance payments from Lead Gen & CRM clients, you will need to enter payment method information in order to pay license and service fees to Constant Contact for Lead Gen & CRM.
Depending on your location, you may be able to enter payment information that utilizes either a bank account or a credit or debit card as a primary payment method. Lead Gen & CRM strongly recommends using the bank account payment method if available, as it typically does not require as many updates to the associated account or billing information.
You will have 30 days to enter your payment information once you have created an agency account in Lead Gen & CRM. If you do not enter payment information before your first payment is due, your account will be suspended until that information is provided.
User Menu > Settings in the top toolbar or click the Settings gear icon () in the bottom of the left-hand menu.
Click Save to save your changes. You will receive either a confirmation or error message regarding the validation of the payment method.
Note:
When entering a credit or debit card to be used as a payment method, a temporary charge of $1 (or 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.
If you are within an area that supports the IBAN payment method, you will see that as an available method option. Otherwise, the option will not appear, and you will have to use a credit or debit card with one of the indicated logos.
There may be a time when you need to update or edit your payment method information. To update your saved payment information, do the following:
) at the bottom left corner.
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 (or cannot complete the identity verification), click the “Pay Without Link” option.
Click Save to save your changes. You will receive either a confirmation or error message regarding the validation of the payment method.
Note:
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 a few minutes to complete.
If you are located in a country that is part of the European Union, you will most likely need to enter value-added tax (VAT) information in order to receive payments from your clients.
To enter VAT information, do the following:
) at the bottom left corner.
You can edit your VAT information as necessary. To edit VAT information, do the following:
) at the bottom left corner.
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