Managing Billing Info Settings for Clients in the European Union

Article Contents

• Understanding This Document
• Entering IBAN Payment Information
• Editing Saved IBAN Payment Information
• Entering Credit Card Payment Information
• Editing Saved Credit Card Payment Information
• Entering VAT Information
• Editing VAT Information
• Countries Supporting IBAN
• Regarding Payment Thresholds

1. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click
   Billing Info.
3. Click IBAN in the Choose a Payment Method section.
4. Enter the name associated with the IBAN record
   in the Name field.
5. Enter the IBAN information in the Card Details field.
6. Click the The information provided will be
   used under the terms of the Stripe
   agreement checkbox.
7. Click Save.  

1. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click Billing Info.
3. Scroll to the Choose a Payment Method section.
4. Click Edit/Change account. 
5. Select the IBAN tab.
6. Enter the name associated with the IBAN record in the Name field.
7. Enter the IBAN information in the Card Details field.
8. Click the The information provided will be used under the terms of the Stripe agreement checkbox.
9. Click Save.

If you prefer, you can use a credit card instead of a
bank account for billing purposes. To enter credit card information, do the following:

1. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click
   Billing Info.
3. Click Credit Card in the Choose a 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 in the 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.

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. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click Billing Info.
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.

Click to enlarge.

1. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click
   Billing Info.
3. Scroll to the Value-Added Tax section.
4. Enter your VAT number in the Enter your
   agency's VAT number field.
5. Click Save.    

1. In SharpSpring's top toolbar, click
    User Settings > Settings. 
2. In the left panel, under My Company, click
   Billing Info.
3. Scroll to the Value-Added Tax section.
4. Click Edit/change.
5. Enter your new VAT number in the Enter your
   agency's VAT number field.
6. Click Save.