Legacy Client Billing and Payment Settings

Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients. In fact, you can have your client pay Lead Gen & CRM directly for overages.

Some agencies choose to allow their clients to have hands-on access to Lead Gen & CRM. Those clients will therefore have access to client services within Lead Gen & CRM that have charges associated with them.

To ensure clients do not incur charges in excess, Lead Gen & CRM allows agency accounts to set client allowances. This article will detail how to manage client configuration settings for those agencies who do not utilize the billing platform.
 

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

Adding New Clients

Before you can manage billing and payment settings for clients, you will need to add said clients. To add new clients, do the following:

1. Click    User Menu > Settings in the top toolbar.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click    Options > Add Client.
4. Enter the client's name in the Full Name field.
5. Enter the client's email address in the Email field.
6. Enter the name of the client's company in the
   Company Name field.
7. Optionally, enter the client's web address in the
   Website field.
8. Enter the client's phone number in the Phone field.
9. Select the client's country from the Country drop-down menu.
10. Enter the client's address in the Street Address field.
11. Select the client's city from the City drop-down menu.
12. Select the client's state or province from the State/Province drop-down menu.
13. Enter the client's zip code in the Zip field.
14. Click Create New Client.

Once you click Create New Client, Lead Gen & CRM will add this client to your agency. You will then be taken to the Client Configuration page, where you manage billing and payment settings.
 

Managing New Clients

You can manage the billing and payment settings for new clients as necessary. To manage billing and payment settings, do the following:

1. Create a new client.
2. Click the Enable toggle in Direct Support to enable or disable client Direct Support services.
3. Enter the Synced Mailbox allowance in Mail Sync.
4. Enter the Monthly monetary allowance in Litmus Testing.
5. Important: When a client account reaches the set allowance for these services, Lead Gen & CRM will alert the user as to what they have reached their limit on.
6. Enter the Monthly monetary allowance in Shutterstock.
7. Select one of the following in Billing Options:
   
      •   Charge agency's card
      •   Charge client's card
8. Enter the License Price in Client Retail License Price.
9. Click Save.
10. Click Confirm.

Important: When charging a client directly, the client will have to pay for all overages themselves.

Managing Existing Clients

You can manage and set allowances for your client services for existing clients. To manage existing clients, do the following:

1. Click    User Menu > Settings in the top toolbar.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click    Options > Client Configuration next to the desired client's name.
4. Important: If you have not created a client account, you will not see the options to manage client services.
5. Click the Enable toggle in Direct Support to enable or disable client Direct Support services.
6. Enter the Synced Mailbox allowance in Mail Sync.
7. Important: When a client account reaches the set allowance for these services, Lead Gen & CRM will alert the user as to what they have reached their limit on.
8. Enter the Monthly monetary allowance in Litmus Testing.
9. Enter the Monthly monetary allowance in Shutterstock.
10. Select one of the following in Billing Options:
    
       •   Charge agency's card
       •   Charge client's card
11. Enter the License Price in Client Retail License Price.
12. Click Save.
13. Click Confirm.

Important: When charging a client directly, the client will have to pay for all overages themselves.

Questions?