Payment Methods for Lead Purchases

Quick Answer

Lead purchases require a valid credit or debit card on file. You can save multiple payment methods, set a default card, and choose which card to use at checkout. All payments are processed securely through Stripe, and cards can be managed in your Payments section.

Overview

Managing your payment methods properly ensures smooth lead purchases without delays. This guide covers adding cards, setting defaults, choosing payment methods during purchase, and managing your saved cards for both one-time lead purchases and recurring subscriptions.

Step-by-Step Instructions

Step 1: Access Your Payment Methods

Navigate to your dashboard and click on "Payments" in the main menu. Scroll down to the "Payment Method" section to view your saved cards.

Step 2: Add a New Payment Method

Click the "Add new card" button at the bottom of the Payment Method section. Enter your card details in the secure Stripe form:

Card number (16 digits)
Expiration date (MM/YY)
CVC security code
Billing ZIP code

Step 3: Set Your Default Payment Method

Your default card appears with a star or "Default" label. To change your default:

Click "Set as default" next to any saved card
This card will be pre-selected for all purchases
You can still choose a different card at checkout

Step 4: Choose Payment Method During Purchase

When purchasing a lead from your dashboard:

Click "Purchase for $[amount]" on the lead card
In the pop-up window, your default card is pre-selected
Click the dropdown to choose a different saved card
Add a new card directly from the purchase window if needed

Step 5: Remove Unused Payment Methods

To delete a saved card:

Ensure it's not tied to any active subscriptions
If tied to a subscription, update that subscription's payment method first
Click "Remove" next to the card you want to delete

Important Notes

Accepted Cards: Visa, Mastercard, American Express, Discover
Security: All payments processed through PCI-compliant Stripe
Multiple Cards: No limit on saved payment methods
Email Purchases: Uses your default payment method automatically
Failed Payments: Update expired cards immediately to avoid interruption

FAQs

Q: Can I use PayPal or bank transfers for lead purchases? A: Currently, only credit and debit cards are accepted through Stripe. PayPal and ACH transfers are not available.

Q: What happens if my default card is declined? A: You'll receive an error message and can immediately select another saved card or add a new one to complete the purchase.

Q: Are my card details stored on Heritage Web servers? A: No. All card information is securely stored by Stripe. Heritage Web only sees the last 4 digits and card type.

Q: Can I use different cards for subscriptions and lead purchases? A: Yes. Each subscription can have its own payment method, and you choose which card to use for each lead purchase.