What are Purchase Credits?

Lead Liaison uses purchase credits as a payment method for certain services. You need Purchase Credits in your account for

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You do not need to buy Purchase Credits in advance for Transcription services, but you must have a card on file to pay monthly invoices.

Identifying How Many Purchase Credits you Have

To determine how many Purchase Credits you have do the following:

You must have administrative rights to view your Purchase Credits. Contact your company's Lead Liaison Administrator if you need this information.

Login to Lead Liaison.
Click Settings > Account > Status.
Locate the Purchase Credits field.

Adding a Credit Card

To buy Purchase Credits, you will need to add a credit card to your account. To add a credit card,

Navigate to Settings > Account > Billing.
Under Payment Information, click Add Credit Card.
Fill in your billing information.
Click Save.

Editing Your Cards

You can update your card information after adding the card. To edit your card information,

Navigate to Settings > Account > Billing.
Under Payment Information, click Edit Card.
Update your billing information.
Click Save.

If you wish to remove the card without replacing it, contact accounting@leadliaison.com.

Buying Purchase Credits

Once you've added a credit card, you can buy purchase credits. To buy purchase credits,

Navigate to Settings > Account > Billing.
Under Purchase Credits, click Buy Purchase Credits.
Enter the number of credits you would like to buy.
Click Purchase

Auto Recharging Purchase Credits

In the right corner of the Purchase Credits box, you can click the Gear icon to be taken to the auto recharge settings.

From this window you can turn on or off Auto Recharging from the top toggle button. You can also select if it should auto recharge on a scheduled date such as every 30 days, or if it should recharge when your balance drops below a certain amount. For example you can configure it to add 500 purchase credits, any time your balance is below 25.

You can also select if it's the Primary account credit card, or one of the secondaries on the account that should be used, and if any notification of the auto recharge action should be sent out.

Reviewing Purchase Credits

You can review your Purchase Credit transactions to see when credits are added and used. To review Purchase Credits,

Navigate to Settings > Account > Billing.
Under Purchase Credits, click Manage Purchase Credits.
Optionally update the time frame of the report.

Use the search icon in the top-left of the screen to search by transaction type, process type, or user.

Video Tutorial

This video tutorial also explains how to manage your Purchase Credits: https://www.loom.com/share/751cc6ff725a4366bc9f849a6f7fbb5a?sid=c65b7f86-03dc-4a22-b7af-e58d483ea46b