Monthly Billing SOP

CrownedThis Creditpage –covers Monthly Billing Cycles SOPat Crowned Credit — billing schedules, payment processing, follow-ups, and handling of failed payments using GHL, Discord, and internal trackers.

1. Objective:Objective

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

2. Scope:Scope

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

3.

Quick Reference Summary

Section Key Detail Invoice Creation: Invoices sentCreationSent 3 days before billing date Recurring BillingMonthly on selected date, autopay by default, auto-drafts at 3:00 PM EST Split PaymentsAllowed only within the same calendar month Failed PaymentsNotified via Discord (Failed Payments Channel), logged in tracker Payment ExtensionsCase-by-case, documented in GHL

3. Invoice Creation

Invoices sent 3 days before the billing date. FirstThe first monthly billing date may be adjusted. Subsequent billing follows the fixed recurring date.

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4. Recurring Billing:Billing

Clients billed monthly on their selected date. Autopay byis default.the default method.

Note: Auto-drafts process at 3:00 PM EST.EST on the billing date.

Warning: Split payments allowedare only allowed within the same calendar month.month. ReferNo to:cross-month splits.

5. Failed Payment Handling:Handling

Billing team notified via Discord (Failed Payments Channel). Client logged in tracker.

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6. Payment Extension:Extension

Case-

Handled on a case-by-case basis. DocumentedAll extensions must be documented in GHL.GHL.

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