Billing

Track what you owe vendors and publishers

Lead Capsule billing keeps vendor and publisher payables organized in one place. Generate bills manually or on a schedule, email them as a reminder or a statement of what's owed, and mark them paid once you've settled up.

Templates that match how you pay

• Bill templates - use one master template across all vendors, or a custom template per vendor or publisher.
• Payment terms - choose from pre-configured terms or set a custom due date.
• Multiple currencies - bill each vendor in the currency you deal with them in.

Group bill items your way

Group leads by campaign, by date, by campaign and date (or the reverse), or by individual transaction.

Automate the schedule

Generate bills daily, weekly, monthly, or annually, and set the billing period each bill covers: by day, week, calendar week, semi-month, month, calendar month, year, or calendar year.

Keep vendors informed

Configure automatic email notifications, including from address, CC, BCC, subject, and a message that can pull in the vendor name, bill number, or balance, or send bills manually at any time.

Mark bills paid your way

Record payment by credit card, PayPal, ACH, or wire transfer, and store confirmation or authorization numbers with each payment. See Vendor Management and Payments for the rest of the payables workflow.