Keeping track of your financial activity on Baton is simple. Whether you’re monitoring charges for referrals you’ve received or tracking credits and payouts for referrals you’ve sent, your Payments section provides all the tools you need.
Payments Section Overview
From the left-hand menu in your Baton dashboard, click Payments. You’ll see five key tabs:
1. Transactions 💳
A detailed log of every event that affects your balance, including:
Leads sent and received
Lead refunds and credit reversals (when a buyer disputes a lead)
Automated prepaid balance replenishment charges
Payouts to your bank
Free referral credits and adjustments
Pro tip: Use the Export button to download a CSV for your accounting team.
2. Statements 📑
Think of this like a bank statement — not an invoice.
Shows your account balance at the beginning and end of each month
Includes all transaction details within that month
3. Invoices 📄
The official billing documents for your account.
Generated when your prepaid balance is automatically replenished or when formal charges are processed.
Shows the exact charges billed to your card to restore your prepaid balance, along with any applicable adjustments.
4. Configuration 🛠️
Set your billing and budget preferences:
Budget amount & billing window (weekly, monthly, daily)
Prepaid balance settings, including your preset minimum balance and automated replenishment threshold.
5. Pay 💵
Add or update your default payment method to avoid disruptions in service.
How Prepaid Billing Works
Under Baton’s prepaid billing model (effective January 31, 2026), you maintain a prepaid balance on your account.
Lead purchases are deducted directly from your balance.
Referral credits are added back to your balance.
When your balance falls below your preset threshold, your saved payment method is automatically charged to restore your balance to your selected amount.
This system prevents service interruptions and eliminates end-of-cycle billing surprises.
For a full explanation of the prepaid system, see: Baton's Prepaid Billing Model (Effective January 31, 2026).
Understanding Your Payouts
If you’ve sent referrals and earned credits, here’s what to know:
Timing: Processed monthly within the first 10 business days.
Method: Check or ACH via Melio (you’ll get an email to set this up).
Formula:
Credits Earned – Charges Incurred = Net Payout
Example: $1,500 credits earned – $1,000 charges = $500 payout.
Tax Forms:
A completed W-9 is required before any payout is sent.
Annual payouts are reported on a 1099-MISC.
Need Help?
Billing Support: billing@batonleads.com
Client Success Team: client.success@batonleads.com