SupportBilling
Review the sub-account plan, usage, payment method, invoices, and billable services.
How this fits into Lead360Explore the agency and client platformConnect administration, providers, users, billing, and developer access.- 01
How Lead360 helps
- 02
Review the account first
- 03
Before changing billing
- 04
If a payment fails
How Lead360 helps
Lead360 Billing shows the account billing context available to the signed-in organization, including plan or charge information supported by the deployment. It helps authorized staff review account-level financial administration without confusing it with customer payments collected inside a sub-account.
When to use this area
Use Billing for Lead360 account charges and billing administration. Use Payments for customer transactions tied to appointments, orders, memberships, or gift cards.
Before you begin
- Confirm you are authorized to view or change account billing.
- Identify whether the question concerns Lead360 billing or a customer payment.
- Collect invoice, charge, date, and account identifiers without sharing full payment credentials.
Review the account first
- Confirm the current plan and renewal status.
- Review usage and any limits before adding paid capacity.
- Open invoices to verify the billing period and line items.
- Confirm the billing contact and payment method belong to this business.
Before changing billing
Check the effective date, prorated amount, renewal impact, and affected features. Do not cancel or replace a live plan until required data and customer-facing services have been reviewed.
If a payment fails
Verify the invoice status and payment method, update only authorized billing details, retry through the supported action, and confirm the account returns to an active state.
Use Ask360 here
Ask360 can explain the authorized plan, limits, invoice status, and feature impact and prepare a billing checklist. Billing changes remain protected: this Help flow never purchases capacity, changes a plan, retries or collects a payment, replaces a payment method, or cancels service.
Confirm the result
A completed Billing workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.
- Confirm the account and billing period.
- Compare displayed status with the payment provider or invoice evidence.
- Record any approved account change and its effective date.
Troubleshooting
A customer payment is not listed
Customer transactions belong in Payments and their related appointment or commerce record, not account Billing.
Plan access and billing state disagree
Review the effective subscription state, organization assignment, payment status, and provisioning event before retrying a charge.
Frequently asked questions
What should I confirm before using Billing?
Confirm you are authorized to view or change account billing. Identify whether the question concerns Lead360 billing or a customer payment. Collect invoice, charge, date, and account identifiers without sharing full payment credentials. Start with a small, reviewable change whenever the workflow can affect customers, money, published content, or shared records.
How does Lead360 help with Billing?
Lead360 Billing shows the account billing context available to the signed-in organization, including plan or charge information supported by the deployment. It helps authorized staff review account-level financial administration without confusing it with customer payments collected inside a sub-account.
Continue with Lead360
Use this workflow in Lead360
Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.