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

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. 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.

---

Article Contents

• Understanding This Document
• Entering Credit Card Payment Information
• Editing Saved Credit Card Payment Information
• Entering GST Information
• Editing GST Information

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

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 Constant Contact'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 Constant Contact Support.

Entering Credit Card Payment Information

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

1. Click Settings in the left toolbar. 
2. Click Billing Info, located under My Company in the left panel.
   
   

   Click to enlarge.

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

   Click to enlarge.

3. Click Edit/change.
   
   

   Click to enlarge.

4. Enter your new credit card information.
5. Click Save.
   
   

   Click to enlarge.

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.  

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 Settings in the left toolbar. 
2. Click Billing Info, located under My Company in the left panel.
   
   

   Click to enlarge.

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

   Click to enlarge.

3. Scroll to the Goods and Services Tax section. Click Edit/change.
   
   

   Click to enlarge.

4. Enter your new GST number in the Enter your agency's GST number field.
5. Click Save.
   
   

   Click to enlarge.