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: Billing
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 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.
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 […]