# Account Upgrade

**This page covers the complete process for upgrading clients from the Essentials plan to the Accelerated plan — including payment verification, pricing, invoice creation, DisputeFox updates, and special cases like Momentum upgrades.**

## Objective

To properly guide clients through upgrading their plan while ensuring accurate billing, clear communication, and correct system updates.

## Step 1: Verify Payment Status

Check if the client has already paid for the current month.

## Step 2: Determine Upgrade Pricing

<table id="bkmrk-scenario-upfront-cha" style="width:100%;border-collapse:collapse;margin:20px 0;"><thead><tr><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Scenario</th><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Upfront Charge</th><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Monthly Going Forward</th></tr></thead><tbody><tr><td style="padding:10px;border:1px solid #ddd;">Client has **NOT** paid for current month</td><td style="padding:10px;border:1px solid #ddd;">**$199** (discounted from **$249**)</td><td style="padding:10px;border:1px solid #ddd;">**$199/month**</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">Client **HAS** already paid (**$99** / **$101.97**)</td><td style="padding:10px;border:1px solid #ddd;">**$100** (upgrade fee)</td><td style="padding:10px;border:1px solid #ddd;">**$199/month**</td></tr></tbody></table>

## Step 3: Explain to Client

Clearly explain: upfront charge, new monthly rate, and when billing will start. Confirm client approval before proceeding.

## Step 4: Important Reminders

- Always verify payment status before quoting
- Avoid confusion by explaining charges clearly
- If unsure, coordinate with the **Billing Team**
- Inform **Billing** of any adjustments made
- Add a **GHL** note after completing the upgrade

## Invoice Creation Process

1. **Navigate to:** Payment Tab then All Invoices then + New then New Invoice
2. **Label the Invoice:** Format: **Upgrade - Client Name**
3. **Enter Client Information:** Use the client's **email** for accuracy
4. **Set Due Date:** Based on client's request
5. **Add Product(s):** Select **Accelerated Plan**, choose correct amount (**$199** or **$100**). Do **NOT** apply tax.
6. **Verify total amount:** Should be **$100 or $199 only**
7. **Set delivery method** to **Email** then Click **Send**

<div id="bkmrk-after-payment-receiv" style="background:#f0f4ff;border-left:4px solid #2b386d;padding:16px;margin:16px 0;">**After payment received:** Update **DisputeFox**, add client name to **Closed Tracker**, leave **GHL** note: "Client upgraded Essentials to Accelerated plan - **$100** / **$199**", inform **Billing Department** for recurring invoice adjustment.</div>## Special Case: Momentum Upgrade

> **Warning:** DO NOT QUOTE PRICE IMMEDIATELY. If client is under **Essentials** or **Accelerated** and wants to upgrade to **Momentum Plan**: Escalate to **Boss Jethro** or **Orlie**. Request account evaluation. Wait for approved pricing/discount.

## Reactivating Client Profile in DisputeFox

1. **Search** for client name and open profile
2. Click on **Account** - if set to **Slow Delete**, update to **Accelerated Plan**
3. Go to **Agreement Pricing** - update: First Payment: **$249**, Monthly Fee: **$199** then Click **Save**
4. Navigate to **Documents and POA** then Locate **Documents Signed** then Click **Resend**
5. Notify client that a new contract has been sent to review and sign

## Final Checklist

Payment status verified  
Correct pricing quoted  
Client approval received  
Invoice sent correctly  
**DisputeFox** updated  
Contract resent  
**Billing** informed  
**GHL** note added