Payment Methods SOP

Crowned Credit – Payment Methods SOP

1. Objective: Define accepted payment methods and ensure proper handling, verification, and recording.

2. Scope: All client payments including setup fees and monthly billing.

3. Accepted: Card (Auto-draft via GHL), Zelle, Cash App

4. Restricted: American Express (Amex), Discover. Guide clients to alternatives.

5. Autopay vs Manual: Autopay by default. Default draft time: 3:00 PM EST. Clients may request manual.

6. Payment Verification: Card (GHL) auto-recorded, team notified via Discord. Zelle/Cash App: verify via Discord notifications, client proof, Truist Alerts in GHL. Mark invoice paid, update tracker. Refer to: Marking Client Payments as Paid SOP

7. Payment Issues: Request proof, cross-check records. Never mark paid without confirmation. Refer to: Failed Payment Handling SOP

8. Tracking: GHL, Discord (Payment Channels), Internal Tracker