Payment Methods
This page covers Payment Methods at Crowned Credit — accepted and restricted payment options, autopay setup, payment verification steps, and tracking protocols.
1. Objective
Define accepted payment methods and ensure proper handling, verification, and recording of all client payments.
2. Scope
All client payments including setup fees and monthly billing.
3. Accepted & Restricted Payment Methods
| Method | Status | Notes |
|---|---|---|
| Card | ✅ Accepted | Auto-draft via GHL |
| Zelle | ✅ Accepted | Manual verification required |
| Cash App | ✅ Accepted | Manual verification required |
| American Express (Amex) | 🚫 Restricted | Guide client to an alternative method |
| Discover | 🚫 Restricted | Guide client to an alternative method |
4. Autopay vs Manual
Autopay Info: Autopay is the default for all recurring clients. Default draft time is 3:00 PM EST. Clients may request manual payment if needed.
5. Payment Verification
- Card Payments (GHL): Auto-recorded in GoHighLevel. Team notified automatically via Discord.
- Zelle / Cash App: Verify via Discord notifications, client-provided proof, or Truist Alerts in GHL.
- Mark Invoice Paid: Once confirmed, mark invoice as paid in GHL and update the internal tracker.
Warning: Never mark a payment as paid without confirmation. Refer to: Marking Client Payments as Paid SOP.
6. Payment Issues
Request proof of payment from the client and cross-check all records before taking action.
See also: Failed Payment Handling SOP for full step-by-step instructions.
7. Tracking
All payments tracked across: GHL, Discord (Payment Channels), and the Internal Tracker.
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