Billing Policies is a division of BoldLeads, Inc., an Arizona limited liability company (collectively, “BoldLeads”).  This page explains the BoldLeads billing terms and conditions for the online services provided on or in connection with the services provided by (the “Services”).

By purchasing the Services, setting up an account to use the Services (“Account”), accessing the information, resources, services, products, and tools BoldLeads provides, you understand and agree to accept and adhere to the following terms and conditions as stated in this policy (“Billing Policy”) along with the terms and conditions as stated in our Terms of Service ( and Privacy Policy (

General Billing

To the extent the Services or any portion thereof is made available for any fee, you will be required to select a payment plan and provide BoldLeads information regarding your credit card or debit card (collectively, “Payment Instrument”). Acceptable Payment Instruments are credit or debit cards issued by American Express, MasterCard, Discover and Visa.  Checks are not an accepted method of payment at this time.

You represent and warrant to BoldLeads that such information is true and that you are authorized to use the Payment Instrument. You will promptly update your Account information with any changes (for example, a change in your billing address or credit card expiration date) that may occur.

  • We offer a minimum service plan subscription period of 6 months, in addition to a six (6) month or twelve (12) month pre-pay plan subscription option.
  • The monthly ad budget is used for your internet advertising (less service fees) (“Monthly Ad Budget”).  Monthly Ad Budgets are billed monthly and will reoccur at the same rate unless and until you notify BoldLeads in writing.  Monthly Ad Budget amounts are set for a monthly period and cannot be adjusted during any given the monthly term.  The adjustment will begin on the next Billing Date (as defined below).
  • An Onboarding fee is charged one-time upon Account set up and is clearly indicated on the invoice provided.
  • You will be issued an invoice detailing charges dependent upon the plan subscription you have selected. Once this invoice is signed, dated and received by BoldLeads, the service term will commence and all corresponding payments are due and owing.

You agree to pay BoldLeads the amount that is specified in the payment plan in accordance with the terms of such plan subscription and this Billing Policy. You hereby authorize BoldLeads to bill your Payment Instrument in advance on a periodic basis in accordance with the terms of the applicable payment plan until you terminate your Account, and you further agree to pay any charges so incurred. If you dispute any charges you must let BoldLeads know within thirty (30) calendar days after the date that BoldLeads invoices you.

BoldLeads reserves the right to change plan subscription prices. If BoldLeads does make a pricing change, BoldLeads will provide notice of the change on the Site or in email to you, at BoldLeads’s option, at least thirty (30) calendar days before the change is to take effect. The pricing change will take effect on first Billing Date after your initial plan subscription period.  Your continued use of the Services after the price change becomes effective constitutes your agreement to pay the changed amount.  


  • All Accounts are set up on a prepaid basis. Payment must be received by BoldLeads before any Service is provided and the Account is activated. You are required to keep a valid Payment Instrument on file to charge for recurring monthly plan subscription fees, ad budget or add on services.
  • All international customers must pay by a Payment Instrument accepted by BoldLeads. BoldLeads does not accept international checks.
  • Plan subscription billing is based on availability of products and services, not based on usage. The Set-up Fee is a one-time nonrefundable charge to create your Account.
  • Customers are responsible for keeping all Payment Instrument details and contact information current. This can be done online through the Settings Tab in the CRM. To access the Account settings to change/update the Payment Instrument, you should login to your Account, click on Settings Tab and then click on the Payment Settings on the left sidebar.
  • All recurring plan subscriptions are automatically invoiced and charged to the Payment Instrument on file.
  • Invoice and payment receipts are available to customers upon request or through our Billing Department.  You can reach the Billing Department by calling 844-413-1615 or emailing

Billing Cycle

  • All Payment Instruments are automatically charged on your specific billing cycle date.  Customer billing periods typically begin on the day of the month in which your Account was activated (“Billing Date”). If the Payment Instrument is declined on the Billing Date, the Account is disabled. BoldLeads will attempt to charge the Payment Instrument on file for no more than ten (10) calendar days.
  • BoldLeads will attempt to charge the Payment Instrument on file for the full term of the contract.
  • All Accounts more than ten (10) calendar days past due may be assessed a late fee, in BoldLeads’s sole discretion. No more than three (3) attempts to contact the customer will be made before any late fee is assessed.
  • Any Account that is past due will be disabled until balances are paid in full. When disabled, all access will be suspended and data will be unavailable.
  • After an Account is delinquent for thirty (30) calendar days, it will be cancelled. Once cancelled, you will not be able to recover any files until the Account is current. Application data will be stored for 90 days post cancellation. After that, application data will not be available. Further, the Account record and delinquent balance will be submitted to a third-party collection service.


  • BoldLeads may, at its sole discretion, charge a $15.00 late fee for Accounts that are thirty (30) days or more past due.
  • If a customer initiates a chargeback, BoldLeads may, in its sole discretion, charge a $50.00 processing fee for each individual chargeback.
  • In the event an Account is submitted to a third-party collections service, a $15.00 processing fee may be assessed to the existing Account balance. This fee is in addition to any other fees previously assessed on the Account.
  • Interest: Any charges not paid when due are subject to interest at a rate equal to the lesser of: (i) one and one-half percent (1.5%) per month; or (ii) the maximum interest rate allowed by applicable law.

Training and Coaching

To help you succeed and get the most from BoldLeads, we offer a Daily Live Training Classes, video tutorials, support help, Mastermind group, and coaching webinars.  The use of all training and coaching opportunities are not mandatory but are strongly encouraged.

Plan Subscription Billing

Payments are collected at the beginning of each billing period on the Billing Date. Customers may cancel their plan subscriptions at any time after the plan subscription period has expired. In the event of cancellation, you will still have access to your applications through the end of your current billing period. BoldLeads will not prorate any portion of unused plan subscription services. All plan subscription fees are nonrefundable.


You may not cancel the Services during the initial paid for plan subscription period. Cancellations made at the end of the plan subscription period or thereafter, must be submitted in writing to and confirmed in writing by a BoldLeads representative. Email cancellation requests, alone, do not constitute acceptance of any cancellation.  The cancellation is not complete until you receive a writing from the BoldLeads representative confirming cancellation. Customers are encouraged to keep records of all cancellation communication. Cancellations will take effect on the last day of the billing period in which the cancellation request was received.

Closing an Account with BoldLeads cannot be done by simply canceling the Payment Instrument. BoldLeads will continue to treat this as an open Account and the billing cycle will continue, resulting in a past due Account that may be turned over to a third-party collection service. It is imperative that Account cancellation is done through a BoldLeads representative to ensure Account closure.

Cancellation of an Account does not dismiss outstanding invoices. At the time of cancellation, any outstanding balance must be settled. All cancelled Accounts with an outstanding balance may be automatically turned over to a third-party collection service. 

Billing Disputes

You agree to provide BoldLeads thirty (30) if days to attempt settlement of any billing dispute before disputing with any third-party Payment Instrument company or bank. BoldLeads must be the first option in billing disputes. Should BoldLeads receive a chargeback from a third-party Payment Instrument company or bank on the customer’s behalf before BoldLeads has been given a chance to resolve the issue, BoldLeads has the right to collect on the rendered services and any fees associated with those disputes. Regardless of the outcome of the chargeback, BoldLeads retains the right to collect on any rendered services or fees that are due. BoldLeads will submit any disputed amounts to a collection agency. Once a chargeback has been received, BoldLeads will immediately suspend the Account until the matter is resolved.


Pre-paid plan subscription fees and set-up fees are nonrefundable.