Billing Department
The Billing Operations section covers all processes related to client payments, subscriptions, and account status management. It includes billing structures, payment handling, common objections, and refund or chargeback procedures. This section ensures accurate financial operations, minimizes disputes, and provides clear guidance on handling billing-related concerns.
Keywords: billing, payments, invoices, subscriptions, failed payments, chargebacks, refunds, account suspension, reactivation, payment methods
Billing Structure Overview
Setup Fees
This page covers Setup Fees at Crowned Credit — the one-time charge required before client onboar...
Referral
This page covers the Referral Bonus Program at Crowned Credit — how to collect referrals, track b...
Monthly Billing
This page covers Monthly Billing Cycles at Crowned Credit — billing schedules, payment processing...
Payment Methods
This page covers Payment Methods at Crowned Credit — accepted and restricted payment options, aut...
Payments in GHL (Navigating the Payments section)
This page covers navigating the Payments section in GoHighLevel (GHL) — including how to access i...
Core Processes
Invoice Creation
This page covers the step-by-step process for creating invoices in GoHighLevel (GHL) — ensuring a...
Recurring Billing
This page covers the process for setting up recurring billing in GoHighLevel (GHL) — ensuring all...
Advance Payment
This page covers the process for handling advance payments from clients — including how to void a...
Failed Payment Handling
This page covers the complete failed payment handling process at Crowned Credit — from identifyin...
Payment Extension
Crowned Credit – Payment Extension SOP This SOP defines the consistent process for handling paym...
Account Upgrade
This page covers the complete process for upgrading clients from the Essentials plan to the Accel...
Account Pause & Suspension
This SOP covers how to handle client-requested account pauses and system-initiated suspensions. F...
Account Reactivation
Crowned Credit – Account Reactivation SOP This SOP outlines the process for reactivating paused, ...
Marking Client Payments as Paid
Marking Client Payments as Paid — SOP This SOP ensures accurate and timely payment processing fo...
Objection Handling
Refund Policy
Escalations
Partial Payment SOP — Split Payments and Deferred Balances
This SOP defines how to handle partial payments — when a client pays part of their onboarding/set...
Auto-Debit (Autodebit) — CSR Lookup & Past-Due Decision Tree
What the team calls "autodebit""Auto-debit" (also written "autodebit" or "auto debit" by the team...