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
[SCREENSHOT: Transactions page]
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)
Campaign
Amount
Payment method or balance source
Click any transaction to see the linked lead and full details.
Filtering and exporting transactions
Use the filters at the top of the page to narrow down:
Date range
Transaction type
Campaign
Payment method
[SCREENSHOT: Transaction filters]
Click Export in the top right to download a CSV of all filtered transactions. Useful for your accountant or for cross-referencing against your CRM.
[SCREENSHOT: Export button]
Downloading monthly invoices
Go to Billing
[SCREENSHOT: Invoices page]
You'll see one row per month with:
Invoice number
Date issued
Total leads delivered
Total charges
Credits applied
Net amount paid
Download button
Click Download to grab the PDF. Each invoice includes your business info, our business info (Join Lead Source LLC, Delaware), and a full line-item breakdown.
[SCREENSHOT: Sample invoice PDF]
Understanding what's on an invoice
A monthly invoice shows:
Charges section: Every lead charge in the period, grouped by campaign.
Credits section: Any approved disputes that resulted in credits during the period.
Balance section: Any prefund deposits made during the period.
Summary: Total charges minus total credits equals net amount.
If the math on an invoice doesn't match what you're seeing in transactions, email [email protected] with the invoice number and we'll dig in.
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.
Setting up billing notifications
You can choose to get email notifications for:
Every individual charge (verbose, but some accountants prefer it)
Monthly invoices when they're issued
Low balance alerts (if you prefund)
Failed payment alerts (always on, can't be turned off)
Configure these under Settings → Account Settings.
[SCREENSHOT: Notification settings for billing]
Year-end reporting
Your full year of invoices is downloadable for your tax prep.
If your accountant needs a different report format, email [email protected] and we'll see what we can put together.