How to Update Your Payment Method in My LeadLocate

New card, new expiration date, new controller. Whatever changed, the payment method on your LeadLocate account takes about a minute to swap, and you can prove it took before the next invoice comes due.

1. Sign in with a login that has billing rights

   The payment method lives on the account portal, not in the CRM. Sign in with the account admin or billing contact email your store named at signup, using the password, the sign in link sent to your email or the code sent to your mobile. A product user login will open the CRM and the other applications but not the billing details.

2. Open your account settings

   From the account menu, open the settings page. It holds the store's billing contact, the billing address, the service address and the payment details for the subscription, all on one screen. Read the store name at the top first if your group holds more than one account on the same login.

3. Edit the payment method block

   Find Payment Method on File and start an edit on it. The block shows what is there today as a card type and the last four digits, which is all anyone at the store ever needs to see to know which card is paying the bill.

4. Type the new card and save it

   Enter the card number, the expiration date, the security code and the billing address the card statement uses, then save. If the billing address is the same as the address already on the account, use the option that copies it rather than typing it twice. Save the change and wait for the page to come back.

5. Check the line rewrote

   Payment Method on File should now read the new card type and the new last four digits. That is the confirmation. If it still shows the old card, the save did not take, and the fix is almost always a mistyped billing address or an expiration date in the past.

6. Pay an open invoice with it

   If an invoice is waiting, open it and press Proceed to Payment →, then Confirm Your Payment. The payment clears against the new card, which is the only real proof that the details are right. If nothing is open, the next scheduled invoice uses the new card on its own.

7. Keep the receipt

   Every cleared payment produces a PAYMENT RECEIPT on the account, with the amount, the invoice reference and the Payment Method that paid it. Print it or save it to the accounting folder the same day, and your controller never has to ask you which card was charged.

You need a billing login on My LeadLocate and the card itself, because you will type the number, the expiration date and the security code. You also need the billing address exactly as the card statement prints it. Most declines at this step are an address mismatch rather than a problem with the card.

Decide who should own this before you type. The payment method belongs on the person who will still be at the store next year: the dealer principal, the controller or the office manager, not a salesperson's personal card. Your account settings page names the billing contact, and changing that name is the same short edit as changing the card. If the person who used to handle it has left, update both in one visit.

Worth saying plainly: the payment details on this page pay your LeadLocate invoices. Your customers' deposits, down payments and finance transactions are the store's own business and run through the store's own systems, exactly as they always have.

After the save, Payment Method on File reads the new card type and the new last four digits, and nothing else about the card is displayed anywhere on the account. That is on purpose. Your whole team can look at the billing page and see which card pays the bill without any of them being able to read the number.

When the next invoice is raised it charges the new card, and the payment appears in the account's payment history within a minute of clearing. Open it and you get a PAYMENT RECEIPT showing the amount, the invoice reference, the billing contact and the Payment Method used. If you paid manually through Confirm Your Payment, the same receipt is produced the same way, so the accounting trail looks identical either way.

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.

Three moments are worth putting on a calendar. The first is the month a card expires: swap it the week before rather than the week after, and no invoice ever has to be chased. The second is when the store changes banks, because a new account number usually arrives with a new card and the old one stops working the same week. The third is when the person who owns billing leaves, which is the one stores forget until an invoice goes unpaid and nobody knows whose card it was.

None of this touches what your store is using. Your users keep working, your tracking numbers keep ringing, and every record in LeadLocate CRM stays exactly where it is while you edit the billing details. The platform is built so the store keeps selling, and paperwork on the account portal is paperwork, not an interruption to the floor.

The save came back with an error. Nine times out of ten the billing address or ZIP does not match what the bank has for the card. Copy it from the card statement, character for character, and try again.

The line still shows the old card. The edit was never saved, or a second browser tab had the page open and overwrote it. Reload the settings page, check the last four digits, and make the edit once from a single tab.

The payment will not confirm. Check that the card has not already been reported lost by the bank, that the expiration date is in the future, and that the store's bank has not flagged a new vendor charge. A quick call to the bank clears the last one faster than anything on this page can.

There is no payment block on your screen. You are signed in as a product user rather than a billing login, or on another account your group owns. Sign in with the email that owns the subscription, and check the store name on the settings page.

Your store pays by check or by transfer. Say so on a support request and your rep sets the account up for it. Anything your store needs on billing that is not on the page today is available on request, and our team puts it in production for your dealership.

The My LeadLocate page covers the rest of the portal: invoices, receipts, service credits, add ons, the file library, support tickets and which users can launch which products. The LeadLocate Help Center has the companion guides for viewing a receipt, using referral credits, skipping a month and turning automatic renewal off.

If you are updating the card because the store is reviewing what it spends, open the pricing page next to the products list on your account. Plans, zones, seats and add ons all move, and a ten minute call with your rep usually lands the store on a better shape than a cancelled card ever will.

Use the store's card, not a personal one. Put the expiration month in the shared calendar the day you type it. Screenshot the settings line after the save, because a picture of the card type and last four digits ends every future argument about which card is paying. And if you are the person who just took over billing, walk the whole settings page once while you are in there: billing contact, billing address, service address and the payment method all belong to the same person and all age at the same rate.

Who can change the payment method on the account?

The account admin or the billing contact your store named at signup. A CRM user login opens the products but not the billing details, which is why the block does not appear for everyone.

Will my team be able to see the card number?

No. The account shows a card type and the last four digits and nothing else, so anyone with billing rights can tell which card is paying without being able to read it.

Do I have to pay an invoice right after I change the card?

Only if one is open. If nothing is waiting, the next scheduled invoice uses the new card by itself. Paying an open invoice is simply the quickest way to prove the details are right.

Does updating the card interrupt anything my store is using?

No. Your users, tracking numbers, texts, calendar and every record in the CRM carry on exactly as they are while you edit the billing details.

My LeadLocate keeps the billing details, the invoices and the receipts in one place your controller can read. See the whole platform in the pre-recorded demo.

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