Transactions vs invoices
Transactions are individual lead charges. Each lead delivered creates one transaction.
Invoices are monthly summaries. We roll up all of a month's transactions into a single invoice you can download as a PDF.
Both live under the Billing section in your dashboard.
Viewing recent transactions
Go to Transactions
You'll see every charge, credit, and refund on your account in chronological order.
Each row shows:
Date and time
Type (lead charge, credit, refund, prefund deposit)
Linked lead (if applicable)
Amount
Click any transaction to see the linked lead and full details.
Getting historical data
Your full transaction history is available going back to the day your account was created. There's no data retention limit. Filter by date range and export as needed.