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Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand

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Alex Flinchum
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SharpSpring 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. Clients in Australia, Canada, and New Zealand have certain tax-based issues to consider. 

This article will detail how to manage billing settings in the Billing Info page.

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Understanding This Document

This documentation is meant to show how to configure payment settings.

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

For more information, refer to FAQs on the New Agency Billing System or contact SharpSpring Support.


Entering Credit Card Payment Information

You must a credit card for billing purposes. To enter credit card information, do the following:

  1. Click  13personas.png  User Menu > Settings in SharpSpring's 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. Enter the city attributed to the credit card billing address 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.
  

Click to enlarge.
   
 
Note: If your credit card billing address information is the same as the company address information in 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.
   


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  13personas.png  User Menu > Settings in SharpSpring's 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 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.

  

EditCC.gif
Click to enlarge.
   
   
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

If your agency is located in Australia, Canada, or New Zealand, you will need to enter goods and services tax (GST) information in order to receive payments. To enter GST information, do the following: 

  1. Click  13personas.png  User Menu > Settings in SharpSpring's 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.
      
Click to enlarge.


Editing GST Information

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

  1. Click  13personas.png  User Menu > Settings in SharpSpring's 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.    
        

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