In this article, you will learn how to add your company name and tax details to your invoices. Step 1 Please log into our Account Manager Click Profile then Addresses Step 2 Click Update Address Add the company name to the ‘Company’ field and tax ID to the ‘Tax ID’ field as shown below Press “Update”
Category: Account Manager
Account Manager
How to Update Account Owner
Notes: As a security protocol for Leadshook, we will need to verify with the original account owner before we make the changes. This is for us to ensure that the original account owner knows that somebody is requesting to be the new owner of his account. Step 1: Please invite new owner’s email to the […]
How to Cancel Your LeadsHook Account
Step 1: Login into Account Manager Step 2: Follow the steps as shown below
How to View, Download or Print Your Invoices
In this article we explain how to view, download or print your invoices. Step 1: Login into Account Manager Step 2; Select Invoices as shown below… Step 3: Click on the “eye” icon Step 4: Press the print button or save as a PDF. Step 5: Select Save as PDF to download […]
How to Add or Update Your Credit Card
How to Update Your Credit Card LeadsHook allows users to have multiple accounts. This means you can also add multiple credit cards so they can be assigned to their respective accounts. You can assign ONE credit card to multiple accounts as well. You can add, manage and update your credit card from here… Please […]
Team Members: How to Add, Remove and Change Permissions
LeadsHook allows you to add as many users as you want. PLEASE NOTE: Only an OWNER of an account can ADD new users. Before you add a user you need to understand our permission levels. PERMISSION LEVELS Owners: users who created the account. The person who entered their credit card to create a LeadsHook account. […]
What is the Account Manager?
WHAT IS THE ACCOUNT MANAGER? The Account Manager is our users, billing and account management system. When a user logins into LeadsHook he or she is authenticated and authorised for access by Account Manager. HOW TO ACCESS THE ACCOUNT MANAGER? Account Manager can be accessed from RUNMYBIZ.IO Please click the “Login” button as shown below… […]