How to Pay an Invoice in My LeadLocate

Every invoice for your store sits in My LeadLocate with its own receipt. Pay it online with a card, or draw it from the prepaid balance the account already holds.

1. Sign in to My LeadLocate

   Go to your account portal and sign in with the email on the account. Billing lives in the same place you launch the CRM, Inventory Link and SecureWebX from, so an office manager who only handles the money never needs a seat in the CRM to do this job.

2. Open your invoices

   Click Invoices. Each line shows the amount, the date it was issued and whether it is still open. Open the invoice you want to pay; the detail view lists what the charge covers, so you can check it against the plan and any add-ons before a dollar moves.

3. Pick how you want to pay

   Click Pay Online to pay by card, or Pay with Prepaid Balance if the account carries a balance. The prepaid route is the quicker one when your store keeps credits on file, and it needs no card entry at all.

4. Confirm the card

   If a card is already saved under Payment Method on File, type the Last 4 Digits of Credit Card so the portal knows it is really you, then Confirm Your Payment. If you are paying with a different card, use the secure checkout and enter it there.

5. Read the receipt

   The portal writes a PAYMENT RECEIPT the moment the payment clears. It carries Invoice: with the number, Receipt Date:, Reference: and the service address the charge belongs to. Print it or save the page for the file.

6. Check it landed

   Go back to Invoices and confirm the line no longer shows as open, then look at Transactions for the full history. Everything your accountant asks for at month end is on that one screen, in date order.

You need a My LeadLocate sign in for an account that is allowed to see billing. Not every user is: a store can give a salesperson the CRM and nothing else, and give the office manager billing without a CRM seat. If the billing screens are not on your menu, the account admin can add them under user access in a few seconds.

Have the card or the account's prepaid balance ready, and know which invoice you are paying. Your plan is what it is on pricing, so an invoice that looks unfamiliar is usually an add-on somebody on the team ordered. The My LeadLocate page walks through everything else the portal does, from products to files to support.

After you confirm, the invoice stops showing as open and a receipt appears on screen with Invoice:, the amount, the payment method and a reference. The same receipt is reachable later from Transactions, so you never have to keep a copy in your own inbox to find it again. Print it straight from the page when your controller wants paper.

If you paid with credits, Service Credits drops by the amount of the invoice and the receipt says the payment came from the balance rather than a card. Referral credits and service credits both land in that balance, which is the tidiest way for a store to run: earn the credit once, spend it against the next invoice without a purchase order.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

The card was declined. The issuing bank refused it, usually for a limit or an address mismatch. Check the billing address saved in your settings matches the one the bank has, then try again or use a different card in the secure checkout.

You do not see Pay Online at all. Your user does not have billing on its menu. Ask the account admin to give you access, or ask them to pay it; both take a minute.

The prepaid balance did not cover it. Pay with Prepaid Balance only clears an invoice the balance can cover in full. Pay the invoice by card and keep the credits for the next one, or top the balance up first.

The receipt did not print the way you want it. Print the receipt page itself rather than a screenshot of the list; it is laid out for paper, with the invoice number, the reference and the service address where a bookkeeper expects them.

Three habits save a lot of email. Keep the billing contact and the account admin as two separate people if your store has two, because the person who signs for the plan is rarely the person who pays the bill. Keep a working card saved under Payment Method on File so a renewal never depends on somebody being at their desk. And use Transactions at month end rather than digging through email for receipts.

If your store is on a month to month plan and wants to pause rather than pay, the renewal and Skip A Month controls live in the same portal, and turning renewal off is treated as a cancellation that takes effect at the end of the subscription. Read that screen before you click it, then call us if you would rather talk it through.

Everything the account portal handles, from invoices and receipts to add-ons, credits, files, support tickets and the launch tiles for each product, is on the My LeadLocate page. What each plan includes is on pricing, and the whole product lineup sits on the platform overview.

The LeadLocate Help Center has the neighbouring guides: adding an add-on to an active subscription, opening a support ticket, and managing which users can reach which screens. A billing arrangement your store needs that you do not see here, such as a purchase order workflow, is available on request, and our team puts it in production for your dealership.

How do I pay an invoice with a credit card?

Open Invoices in My LeadLocate, open the invoice and click Pay Online. Confirm the saved card by its last four digits, or enter a different card in the secure checkout.

Can I pay an invoice online without a card?

Yes, if the account carries a balance. Pay with Prepaid Balance clears the invoice from your service credits, and the receipt shows the payment came from the balance.

Where do I find the receipt afterwards?

Under Transactions in billing. Each entry opens the full receipt with the invoice number, reference, payment method and service address, ready to print for your controller.

Who in the store can pay an invoice?

Any user whose access includes billing. A store usually gives it to the account admin and the office manager, and nobody needs a CRM seat to pay a bill.

Billing, add-ons, credits, files and support all sit behind the same login as the CRM. See how the account side works, or ask us which plan fits your store.

Prefer to talk right now? Call or text 844-376-2274.