Viewing Billing History & Transactions

Keep track of all your payments and earnings with the billing history. Here's how to access and understand your transaction records.

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Accessing Billing History

1. Click your profile icon
2. Select Settings
3. Click Billing
4. Scroll to Billing History or Transaction History

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What You'll See

For Buyers

Your billing history shows:

Column	Information
Date	When the transaction occurred
Description	What it was for (lead purchase, upgrade, etc.)
Lead Request	Which request the lead was for
Amount	How much you paid
Status	Completed, Pending, Refunded
Receipt	Download link

For Sellers

Your transaction history shows:

Column	Information
Date	When the transaction occurred
Description	Lead sold, payout, etc.
Lead	Which lead was purchased
Amount	How much you earned
Status	Earned, Paid Out, Pending

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Transaction Types

Buyer Transactions

Type	Description
Lead Purchase	Bought a lead from a seller
Premium Upgrade	Upgraded a lead request
Refund	Money returned for invalid lead

Seller Transactions

Type	Description
Lead Sold	Buyer purchased your lead
Payout	Money transferred to your bank
Refund Reversal	Earnings reversed due to buyer refund

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Filtering Transactions

By Date

View specific time periods:

• This week
• This month
• Last month
• Custom date range

By Type

Filter by transaction type:

• All transactions
• Lead purchases (buyers)
• Lead sales (sellers)
• Payouts
• Refunds

By Status

Filter by status:

• Completed
• Pending
• Refunded/Reversed

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Transaction Details

Click on any transaction to see:

Purchase Details (Buyers)

• Lead request name
• Lead category
• Price paid
• Date and time
• Payment method used
• Receipt download

Sale Details (Sellers)

• Lead request name
• Buyer information
• Amount earned
• Processing status
• When it became available

Payout Details (Sellers)

• Amount requested
• Fee deducted
• Net amount
• Bank last 4 digits
• Status and dates

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Downloading Receipts

Individual Receipt

1. Find the transaction
2. Click Receipt or Download
3. PDF receipt downloads

Monthly Summary

If available:

1. Select a month
2. Click Monthly Summary
3. Download overview of all transactions

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Exporting Data

For Accounting

Export your history:

1. Go to Billing History
2. Set your date filter
3. Click Export
4. Choose format (CSV, Excel)
5. Download file

Export Includes

• All transaction details
• Dates and amounts
• Transaction types
• Status information

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Understanding Amounts

For Buyers

The amount shown is what you paid:

• Full lead price
• No hidden fees
• What was charged to your card

For Sellers

The amount shown is your gross earnings:

• Full lead price
• 3% fee deducted at payout (not shown per transaction)
• Net payout amount shown separately

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Common Questions

Why is a transaction missing?

• May take a few minutes to appear
• Check your filters (date range, type)
• Refresh the page

Why does my total look wrong?

• Include pending transactions
• Check date filters
• Remember seller fees are at payout

Can I get invoices for my business?

Yes, download receipts for each transaction. These serve as invoices.

How long is history kept?

Transaction history is kept indefinitely. You can always access past records.

Can I dispute a transaction?

For purchase issues, see our money-back guarantee. For errors, contact support.

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For Tax Purposes

What to Keep

• Download all receipts
• Export monthly summaries
• Keep records for required years

Annual Summaries

At year end:

1. Filter to the tax year
2. Export all transactions
3. Calculate totals by type

Information Included

Receipts contain:

• Date of transaction
• Description
• Amount
• Our company details

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Monthly Spending (Buyers)

Track your spending patterns:

Monthly Breakdown

See at a glance:

• Total spent this month
• Number of leads purchased
• Average cost per lead
• Budget remaining on requests

Compare Months

View trends:

• Spending over time
• Lead volume changes
• ROI patterns

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Monthly Earnings (Sellers)

Track your income:

Monthly Overview

See at a glance:

• Total earned this month
• Number of leads sold
• Average earnings per lead
• Payouts completed

Growth Tracking

Monitor:

• Earnings over time
• Acceptance rates
• Best performing categories

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Related Articles

• Adding a payment method
• Requesting payouts
• Money-back guarantee

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Questions?

Can't find a transaction? Contact support.