ListMatchGenie

Billing and invoices

Everything about the money side — payment methods, invoice access, billing address, failed payments, refunds, and Stripe portal.

ListMatchGenie uses Stripe for payments. This means your card details never touch ListMatchGenie systems, payment processing meets PCI DSS Level 1, and every invoice is an authoritative PDF artifact usable with your accounting team.

Managing your payment method

From the Billing page, click Manage billing. You're redirected to the Stripe customer portal where you can:

  • Update your card
  • Add a backup card
  • Switch to bank debit (SEPA, ACH — where supported)
  • Change your billing address
  • Manage tax IDs (VAT numbers, GST numbers)

Changes take effect immediately for future billing. Your next invoice uses the new payment method.

Accessing invoices

Every invoice is available three ways:

In-app

The Billing page has an Invoices table showing every invoice with date, amount, status, and a PDF download link.

Stripe customer portal

The Stripe portal lists the same invoices plus extras:

  • Upcoming invoice preview
  • Invoice line items (shows proration detail)
  • Email-invoice-receipt option

Email

When each invoice is generated, Stripe emails a copy as PDF to your billing email. Forward to your accounting team or save for expense reports.

Invoice content

Every invoice includes:

  • Your account name and billing address
  • ListMatchGenie's legal entity (for US/EU/UK regions, specific entities per region)
  • Invoice number (sequential, unique)
  • Invoice date and due date
  • Line items with quantity, unit price, total
  • Applicable taxes (VAT, GST, sales tax by region)
  • Payment method and status
  • Total in your currency

Billing address and tax IDs

Set in the Stripe customer portal:

Billing address

Street, city, state/province, postal code, country. Used for tax calculation and on every invoice. Can differ from your data residency region.

Tax ID

VAT number (EU/UK), GST number (AU/CA), or state tax ID (US). When set and validated, VAT/GST charges may be waived depending on jurisdiction (reverse-charge mechanism).

See Currencies and tax for region-specific tax handling detail.

Failed payments

When a payment fails (card expired, insufficient funds, declined transaction):

  1. Stripe retries automatically

    First retry within 3 days, then 5 days, then 7 days. Most transient failures resolve themselves.

  2. You receive notifications

    Email from Stripe at each retry attempt; email from ListMatchGenie when we detect the payment issue in your account.

  3. Update your payment method

    If retries fail, go to the Billing page and click Manage billing to update your card.

    Once you update, Stripe retries immediately.

  4. Grace period

    If payment isn't collected within 10 days, your subscription enters a "past_due" state. The app still works at your current tier.

  5. Subscription pauses

    After 10 days past_due, your subscription pauses. Your account reverts to Free-tier limits (data preserved).

  6. Subscription cancels

    After 30 days paused without payment, the subscription cancels. Your account stays on Free permanently until re-subscribed.

You always have time to fix this; no data is deleted.

Refunds

ListMatchGenie doesn't routinely issue refunds (most customers find value). In specific cases, contact support:

  • Accidental upgrade — refundable within 24 hours of the charge
  • Service outage affecting your workflow — we issue credits or refunds proportional to impact
  • Duplicate or mistaken charge — refunded, no questions asked

Stripe processes refunds within 5–10 business days back to the original payment method.

Changing currency

Your currency is set at first checkout. Changing currency requires:

  1. Cancel current subscription
  2. Wait until it ends (next period boundary)
  3. Resubscribe with a new billing address in the target currency

The Stripe portal and your country determine which currencies are available. See Currencies and tax.

Dispute handling

If you dispute a charge through your card network (chargeback):

  • Your subscription may be auto-paused pending resolution
  • We receive a dispute notice from Stripe and respond with documentation (the audit log of your usage)
  • Disputed charges resolved in your favor are refunded; those resolved in ListMatchGenie's favor stand

Most chargebacks come from failure to recognize the subscription — check your bank statement for "LMG" or "ListMatchGenie" descriptors. Contact support first if you're unsure about a charge.

Enterprise invoicing

Enterprise contracts use annual invoicing with Net-30 or Net-60 terms. Billed manually, typically in January for calendar-year contracts. Ask your account manager for payment instructions.