When setting up an account with Leader Systems, the following details are required: business name, contact information, business address, Australian Business Number (ABN), and billing recipient contact details.

The Finance Department can assist with establishing the account, setting credit limits, and determining appropriate trading terms. Contact them at accounts@leadersystems.com.au.

Available trading terms: COD, 7 Days, 14 Days, or 30 Days. Accepted payment methods: bank transfer or credit card.

Two options are available:

• Single Invoice Billing — an invoice is generated each time an order is placed. Provides timely, up-to-date charge information, but can result in many individual invoices.
• Consolidated Invoice Billing — all charges combined into one invoice on a fixed date (e.g. the 1st of every month). Simplifies admin, though the single invoice may be large.

The way charges are calculated remains the same — only the delivery method and timing of invoices differ.

Charges are based on two factors:

• Subscription Commitment Length — pricing varies depending on whether the commitment is monthly, quarterly, or annual.
• License Activation Date — charges are billed in advance from the activation date through the end of the current commitment period, not from the standard calendar month.

Example: 1 license at $10.00 activated on 1/10/2024 (monthly) → billed $10.00 for 1/10/2024–31/10/2024. Subsequent cycle: 1/11/2024–1/12/2024.

Credits are issued independently of invoices and can be applied toward any unpaid invoice. If the account is set up for automatic card debits, available credits are applied automatically to reduce the amount charged.

• Invoice or pricing discrepancies: billing@leadercloud.com.au
• General accounts: accounts@leadersystems.com.au
• Payments / statements: ar@leadersystems.com.au

Within the Leader Cloud Storefront, the following is available:

• Account Balance — total amount due, including any credits applied.
• Account Statement — full record of invoices, credits, and payments.
• Add Payment — make a credit card payment or update card details. Note: updating card details sets the new card as the default.
• View All Tax Invoices — detailed list of all tax invoices. Credits appear as negative amounts.

The Statement Listing shows a comprehensive overview of all account transactions — invoices, credits, and payments — filterable by time period. Results can be exported for use in external accounting tools.

Three reporting options are available:

• Change Report — highlights modifications to orders made throughout the month.
• Subscription Report — lists all customers and their current subscriptions, including status.
• Invoicing Report — detailed breakdown of all invoiced charges, useful for uploading into accounting systems.

The Subscription screen shows all subscriptions — active and inactive — including:

• Current Pricing — costs associated with each subscription.
• Quantity of Licenses — how many licenses are active.
• Key Dates — start and end dates for renewal planning.
• Auto-Renew Status — whether subscriptions renew automatically.

Leader Cloud offers integrations to sync data with CRMs, accounting platforms, and custom workflows — reducing manual work and minimising errors. The Integration Team can evaluate specific needs and guide through setup.

• Email: help@leadercloud.com.au
• Phone: 1300 537 277