Monthly Billing SOP

Crowned Credit – Monthly Billing Cycles SOP

1. Objective: Ensure consistent, timely, and accurate processing of monthly client payments.

2. Scope: All clients on recurring service plans. Covers billing schedules, payment processing, follow-ups, handling of failed payments and exceptions using GHL, Discord, and internal trackers.

3. Invoice Creation: Invoices sent 3 days before billing date. First monthly billing date may be adjusted. Subsequent billing follows fixed recurring date. Refer to: Invoice Creation SOP

4. Recurring Billing: Clients billed monthly on selected date. Autopay by default. Auto-drafts at 3:00 PM EST. Split payments allowed only within same calendar month. Refer to: Recurring Billing SOP

5. Failed Payment Handling: Billing team notified via Discord (Failed Payments Channel). Client logged in tracker. Refer to: Failed Payment Handling SOP

6. Payment Extension: Case-by-case basis. Documented in GHL. Refer to: Payment Extension SOP