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How billing works

LeadSource bills on a pay-per-lead model. This article explains exactly how and when you're charged, plus how prefunding works.

The basics

You set a price per lead on each campaign. Every time we deliver a lead through that campaign, we charge that amount to your payment method.

That's it. No monthly subscription. No platform fee. No retainer. You only pay when a lead is delivered.

When charges happen

A charge happens at the moment the lead is delivered to your account. The sequence is:

  1. A homeowner submits a form

  2. We validate the lead

  3. We match it to your campaign

  4. We charge your payment method for the price set on that campaign

  5. We deliver the lead to your dashboard, email, SMS, and any integrations

If for any reason the card charge fails (declined, expired, insufficient funds), the lead is not delivered and your campaign will pause automatically.

Two billing models

You can use LeadSource in two ways:

Per-lead billing (default)

Each lead is charged to your payment method individually as it's delivered. This is what most contractors start with.

Pros:

- Simple. Pay as you go.

- No money tied up in a balance.

Cons:

- Many small transactions hit your card statement

- A momentary payment issue (expired card, bank flag) can pause your campaigns

Prefunding

You add a balance to your LeadSource account ahead of time, usually via ACH bank transfer. Lead charges come out of that balance instead of being charged to your card on each delivery.

Pros:

- Smoother cash flow. One big charge instead of many small ones.

- More resilient. A bank fraud flag on a one-time card charge doesn't pause your campaigns.

- Sometimes easier for accounting.

Cons:

- Money sits in your LeadSource balance until used

See the Prefunding your account article for how to set this up.

Where to see your charges

Go to Transactions in your dashboard. You'll see every charge with:

  • Date and time

  • Lead ID and homeowner name

  • Campaign that delivered the lead

  • Amount charged

  • Payment method used

Click any transaction to see the linked lead.

What happens if a charge fails

If your card is declined:

  • The lead that triggered the charge is not delivered to you

  • Your active campaigns pause automatically

  • You'll get an email and a banner in your dashboard

To get back live, add or fix your payment method, then unpause your campaigns.

If you prefund and your balance runs out, your campaigns pause until you top up.

Refunds and credits

We don't issue cash refunds, but we do issue credits when a dispute is approved. Credits sit in your LeadSource account balance and are automatically applied against your next charges.

To request a credit, see Disputing a lead.

Taxes

Lead generation services are not subject to sales tax in most states, but tax treatment varies by jurisdiction. Check with your accountant. We don't currently add sales tax to invoices.

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