Understanding Lead Purchase Invoices

Quick Answer

Every lead purchase generates an individual invoice that's immediately available for download as a PDF. Access your invoices through Payments → Payment History, where you'll see both subscription charges and lead purchases listed chronologically with download buttons for each transaction.

Overview

Proper invoice management is essential for expense tracking, tax documentation, and business accounting. Heritage Web provides detailed invoices for every transaction, clearly distinguishing between one-time lead purchases and recurring subscription charges.

Step-by-Step Instructions

Step 1: Access Your Payment History

Navigate to the Payments section from your main dashboard menu. Scroll to the "Payment History" section to see all your transactions listed in reverse chronological order.

Step 2: Identify Lead Purchase Invoices

Look for entries in your payment history that specify the lead details:

Format: "[Publication] Lead Purchase (Client Name)"
Example: "Vietnameselawyers.com Lead Purchase (James Jones)"
Amount: $29-$395 depending on lead type

Step 3: Download Individual Invoices

Click the download icon (↓) next to any transaction to get your PDF invoice. The invoice includes:

Invoice number and date
Your billing information
Lead details and source publication
Payment amount and method
Heritage Web tax information

Step 4: Understanding Invoice Information

Invoice Section	What It Shows
Invoice Number	Unique identifier for tax records
Service Description	Lead source, type, and ID number
Payment Date	When your card was charged
Amount	Total paid including any applicable taxes
Payment Method	Last 4 digits of card used

Step 5: Organize Your Invoices

Download invoices immediately after purchase for your records:

Save PDFs with descriptive names (e.g., "Lead_Invoice_2024_Jan_ClientName")
Organize by month or quarter for easy tax preparation
Keep both digital and backup copies

Important Notes

Immediate Availability: Invoices available instantly after purchase
No Time Limit: Access historical invoices anytime
Individual Invoices: Each lead purchase has its own invoice
Tax Compliance: IRS-compliant formatting
Subscription Invoices: Listed separately from lead purchases

FAQs

Q: How can I tell the difference between a lead purchase and subscription invoice? A: Lead purchases show the specific lead details and client name, while subscription invoices show "Sponsor Listing" or "Enterprise Subscription" with the recurring period.

Q: Can I get a consolidated monthly invoice for all lead purchases? A: Currently, each lead purchase generates an individual invoice. You can export your payment history to CSV for consolidated reporting.

Q: What if I need to update billing information on past invoices? A: Past invoices cannot be edited. Contact [email protected] if you need documentation with updated information for tax purposes.

Q: Are invoices automatically emailed to me? A: You receive a payment confirmation email with basic details. Full invoices must be downloaded from your Payment History.