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Payment Methods SOP

CrownedThis Creditpage –covers Payment Methods SOPat Crowned Credit — accepted and restricted payment options, autopay setup, payment verification steps, and tracking protocols.

1. Objective:Objective

Define accepted payment methods and ensure proper handling, verification, and recording.recording of all client payments.

2. Scope:Scope

All client payments including setup fees and monthly billing.billing.

3. Accepted:Accepted & Restricted Payment Methods

Method Status Notes Card✅ (AcceptedAuto-draft via GHL),GHL Zelle,Zelle✅ AcceptedManual verification required Cash App✅

4.Accepted

Manual Restricted:verification required American Express (Amex),🚫 Discover. RestrictedGuide clientsclient to alternatives.an

5.alternative method

Discover🚫 RestrictedGuide client to an alternative method

4. Autopay vs Manual:Manual

Autopay Info: Autopay byis default.the default for all recurring clients. Default draft time:time is 3:00 PM EST.EST. Clients may request manual.manual

6.payment if needed.

5. Payment Verification:Verification

    Card Payments (GHL): auto-recorded,Auto-recorded teamin GoHighLevel. Team notified automatically via Discord.Discord. Zelle/Zelle / Cash App: verifyVerify via Discord notifications,notifications, clientclient-provided proof, or Truist Alerts in GHL.GHL. Mark Invoice Paid: Once confirmed, mark invoice paid,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.

    7.

    6. Payment Issues:Issues

    Request proof,proof of payment from the client and cross-check records.all Neverrecords markbefore paidtaking withoutaction.

    confirmation.
    See Refer to:also: Failed Payment Handling SOP for full step-by-step instructions.

    7. Tracking

    8.All Tracking:payments GHL,tracked across: GHL, Discord (Payment Channels), and the Internal Tracker.

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