Managing Billing Info Settings for Agencies Not in Australia, Canada, the European Union, New Zealand, or the United States

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. 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.

Article Contents

• Understanding This Document
• Entering Stripe Payout Information
• Editing Saved Stripe Payout Information
• Entering Payment Method Information
• Updating Payment Method Information

Users:

Understanding This Document

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.

Entering Stripe Payout 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:

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 Connect Your Bank Account under Step 1.
   
   
   
   

4. 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.  

5. 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.

Notes:

• If Step 1 is not available on the Billing Info page, then your agency is not within an area that supports you billing your clients through our system.

• If you go Back in your web browser, you will need to start the integration process from the beginning.

Editing Saved Stripe Payout Information

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:

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 payment info in the green box under Step 1 to be directed to the Stripe Dashboard.
   
   

4. 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).

5. Edit your payout information as necessary.

Entering Payment Method Information

You will need to enter valid payment method information in order to pay license and service fees to Constant Contact for Lead Gen & CRM.

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.

1. From within your Lead Gen & CRM Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon () in the bottom of the left-hand menu.
   • You may also be prompted to click on a popup to enter your billing information when you initially log into your account.
2. Click Billing Info, located under My Company in the left panel.
3. Click the Open Secure Billing Form button in Step 2 of the Billing info page (make sure any popup blockers are turned off).
   
   
   
   
4. On the page that comes up, enter your email address, select the payment method needed, and complete the associated form.
   • If you wish to be able to use this payment method 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.

5. 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.

Updating Payment Method Information

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:

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 this payment method 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  (or cannot complete the identity verification), 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 credit 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.

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.

Questions?