What Are Billing Points?

• A Billing Point is the point at which a referred lead is charged.
• You can set a single billing point for a partner, or multiple points if your fee structure charges separately for providing, qualifying and converting a lead.

How to Charge the Partner

• Example: if a partner pays upon accepting a lead, set the billing point to Accepted.
• While the lead is in a validated status, refer it to the partner - they'll be charged at that point.
• If the lead has already progressed past the billing point, it will still be referred but the partner will not be charged.
• If more than one status sits at the validated progress point, the system selects the first one in your list.
• Billing points only move forwards.

What Prevents a Partner from Being Billed?

• The lead status is past the billing point - e.g. billing is set to Accepted but the lead is already at Contacted or later.
• The lead was referred, returned by the partner, and then referred to another partner - the billing point must be reset (Edit Lead) before referring it on, or the new partner won't be billed.
• The lead status was set to an Invalidated conversion point before being referred - this also sets the billing point to invalidated, so it must be reset before referral or the partner will not be billed.