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 .