Managing Billing Info Settings for Agencies in Australia, Canada, and New Zealand

Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients.

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 includes how agencies and clients approach their billing and payout preferences. Agencies in specific areas have certain tax-based 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 clients. For individual clients, please return to the help center home page and search for another article.

Article Contents

• Understanding This Document
• Entering Stripe Payout Information
• Editing Saved Stripe Payout Information
• Entering Credit Card Payment Information
• Editing Saved Credit Card Payment Information
• Entering GST Information
• Editing GST Information
• GST International Settings

Users:

Understanding This Document

This documentation is meant to show how to configure bank account and payment settings.

This documentation does not contain information on the many aspects and inner workings of Lead Gen & CRM's billing system. That information is located in a dedicated FAQ page.

Refer to FAQs on the New Agency Billing System or contact Lead Gen & CRM Support for more information.
 

Entering Stripe Payout Information

In order to set up billing in Lead Gen & CRM, you will need to designate a bank account into which Lead Gen & CRM will deposit your remittances from clients. Be aware that this connection is only for these deposits from Lead Gen & CRM, and this connection will not be used to charge your agency.

To designate bank accounts and set up billing, you will need to integrate Stripe with Lead Gen & CRM. To enter bank account information through Stripe, do the following:

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Click Connect Your Bank Account.
4. Enter your payout information in the Stripe window that appears.
5. Select to use either a bank account or a 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.

Important Information Regarding Onboarding Stripe Accounts

During the Stripe account creation and onboarding process, agencies in Australia, Canada, and New Zealand must ensure that they have provided all of the business information that Stripe requires. Doing so will successfully set up their connected accounts, which will then allow Lead Gen & CRM to directly bill their clients.

If the agency does not complete the Stripe onboarding process, Lead Gen & CRM will not be able to directly charge their clients. This results in an Uncollectible status on their client invoices. The application fees will then be moved to the agency’s invoice, and they will be charged accordingly.

Editing Saved Stripe Payout Information

There may be a time when you need to edit your billing information. To edit previously saved bank account and payout information, do the following:

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Click Edit payment info. 
4. Edit your payout information as necessary.
5. Click Save.

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.
 

Entering Credit Card Payment Information

You will need to use a credit card for billing purposes. To enter credit card information, do the following:

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Scroll down to the Payment Method section.
4. Enter the name on the credit card in the Name field.
5. Enter the street address attributed to the credit card billing address in the Billing Address field. 
6. City field. 
7. Enter the state attributed to the credit card billing address in the State field.
8. Enter the postal code attributed to the credit card billing address in the Postal Code field.  
9. Enter the country attributed to the credit card billing address in the Country field.
10. Enter the credit card number in the Card Number field.
11. Enter the credit card expiration date in the MM/YY field.
12. Enter the three-digit card verification code (CVC) into the CVC field.
13. Click the The information provided will be used under the terms of the Stripe agreement checkbox.
14. Click Save.

Note: If your credit card billing address information is the same as the Company Profile, you can click the Use company address for billing checkbox to automatically populate those fields. 

Important: You must click the The information provided will be used under the terms of the Stripe agreement checkbox in order to save your credit card 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 within 30 days, your account will be suspended. 

Editing Saved Credit Card Payment Information

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

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Click Edit/change. 
4. Select the Credit Card tab.
5. Enter your new credit card information.
6. Click Save.

When saving new credit card information, your newly saved credit card will replace your previous payment method. Once the system has determined that your credit card is active and usable, the credit card will be verified. This verification process is normally instant, though it can take more than a few minutes to complete.

Important: You must click the The information provided will be used under the terms of the Stripe agreement checkbox in order to save your changes.  

Note: To cancel any changes to your information, click Cancel. Your settings will revert to the most recent bank account or credit card on file.

Entering GST Information

You may need to enter goods and services tax (GST) information in order to receive payments, based on where your agency is located. To enter GST information, do the following: 

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Scroll to the Goods and Services Tax section.
4. Enter your GST number in the Enter your agency's GST number field.
5. Click Save.

Editing GST Information

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

1. Click    User Menu > Settings in the top toolbar.
2. Click Billing Info, located under My Company in the left panel.
3. Scroll to the Goods and Services Tax section.
4. Click Edit/change.
5. Enter your new GST number in the Enter your agency's GST number field.
6. Click Save.

GST International Settings

When dealing with international clients, be aware that there are certain circumstances where you may not need to use GST. Please consult a tax advisor to find out if GST is relevant to your business.

When entering GST information, be aware of the following:

• Internal transactions for New Zealand require GST information
• International transactions do not generally require GST information
• Taxed transactions with clients in the United States do not require GST and are based on a client's state

Questions?