Quick reminder on how payment works
LeadSource has two ways to fund your account:
Card on file is auto-charged each time a lead is delivered.
ACH bank transfers are used to prefund your balance in larger amounts. You sign a one-time authorization and then request transfers when you want to top up.
You can use either, both, or switch between them. The articles below assume that context.
Adding a new card
Go to Billing
Click Add Payment Method
Select Card
Enter the details and submit
You can have multiple cards on file at the same time. Useful as a backup if your primary card has an issue.
Updating card details
If your card was reissued, expired, or you got a new one:
Go to Billing
Click the Manage button
Select Edit
Update the expiration date, CVV, or zip code
If you got an entirely new card number, it's better to add it as a new card and remove the old one.
Removing a card
Go to Billing
Click the Manage button
Select Delete button on the card you want to remove
Confirm and Delete
You can't remove your only card if you have active campaigns and no ACH balance available. Add a new one first, or transfer ACH funds, then remove the old card.
Managing ACH bank transfers
ACH is handled through a one-time authorization. There's nothing to "edit" in the same way you'd edit a card. If you've authorized bank transfers and need to make a change:
Change the bank account you're transferring from. Email [email protected]. We may need you to re-sign the authorization form for the new account.
Request a transfer. Let our accounting team know how much you'd like to process. Transfers take 2-5 business days to clear.
Revoke authorization. Email [email protected] and we'll handle the paperwork.
What to do if a card charge keeps failing
If you're seeing repeated charge failures on your card:
Check that the card hasn't expired
Check that the billing zip matches what your bank has on file
Call your bank and ask if they're blocking the charges (some banks flag recurring small charges as suspicious)
Try adding a different card
If you've checked all of the above and charges still aren't going through, email [email protected].