LeadsHook Knowledge Base

Category: Billing

/Account Manager / Billing /

How to add your company and tax details to your invoices

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”

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How to Update Account Owner

This article shows how to update an Account Owner or Transfer Account Ownership. This update can be done directly through your LeadsHook account. Notes: When you change ownership of your account, you will no longer have access to this account, if the new owner does not grant access to you. The new owner will get […]

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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 […]

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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 note: […]

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