Marking Client Payments as Paid

Marking Client Payments as Paid — SOP 

 This SOP ensures accurate and timely payment processing for all Crowned Credit clients. Billing team members must verify, acknowledge, mark, and confirm every payment received — whether via website, Zelle, or Cash App — to prevent duplicate billing and maintain clean records. 

 Scope 

 
 
 Payment Source 
 Notes 
 
 
 Website Purchase Automatically logged; verify in GHL against invoice 
 Zelle Manual confirmation required; notify billing department 
 Cash App Manual confirmation required; notify billing department 
 
 

 Procedure 

 Step 1 — Review Payment Notification 
 Verify notification from source. Confirm client name , payment amount , and ensure it matches the correct invoice/account. 

 ✅ Step 2 — Acknowledge the Notification 
 React to the payment notification with a check mark ✅ to indicate payment is being reviewed and processed. This signals to the team that it's being handled. 

 Step 3 — Mark Invoice as Paid 
 Once fully verified, locate the corresponding invoice in GHL and update the status to "Paid" . 

 Step 4 — Confirm Completion 
 Reply directly to the same notification with: 

 
📩 Confirmation Response 
"Marked as paid."
 

 This ensures visibility, accountability, and confirmation for the entire team. 

 Important Notes 

 

⚠️ Always verify payment details BEFORE marking as paid. 
 
 Do not mark without confirmation. Unverified markings can cause duplicate billing or missed updates. 
 Complete all updates promptly to maintain accurate records. 
 If source is Zelle or Cash App — manual verification is always required before any action.