Whether you're deploying a static HTML Jensen built site, adding an existing site into the platform or deploying a fresh WordPress site, you'll be configuring the billing in the set up wizard:
For this step you'll need to decide on two key elements:
Your billing cycle - whether you want the client to be invoiced once a month, twice a month, once a week -- it's up to you.
Your billing type - you can charge per lead or on a fixed price basis.
When you pick a billing interval day, the system applies a few algorithmic rules to determine the first invoice.
For instance, if it was Thursday and you set up weekly billings on Monday when you created your site, but your client didn't accept your invitation until Tuesday, the first invoice wouldn't be generated until the following Monday.
The billing system looks for the first calendar day with an active client to generate the first invoice.
Invoices are automatically generated at 5PM Pacific Standard Time on the given billing day.
The 'Auto Approve Leads' check mark is selected by default. Jensen's lead management platform automatically places leads in a queue for your approval before a client sees them in his or her dashboard. When this box is checked, upon invoice generation, any leads that haven't been approved or invalidated will default to being approved the given billing period.
Fixed Billing
Some clients may prefer to pay a flat fixed rate. Select the 'fixed' option after determining your interval and the system will generate fixed rate invoices every interval.
Per Lead Billing
You may choose to charge leads on a per lead basis. Select this option and input dollar amounts into the phone call lead input and the form submit input (enter $0 if you don't charge for form submits).
The final option is a 'billing threshold'. Set the billing threshold if you want the client to be billed at a certain dollar amount, regardless of the date.
If you want the client to be at most ever charged $1,000, you'd enter 1000 into the billing threshold field and anytime $1,000 worth of leads has been approved by your user or sub user, an invoice will automatically be generated and charged.