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This page covers navigating the Payments section in GoHighLevel (GHL) — including how to access invoices, review transactions, record payments, and follow best practices for accurate billing management. 1. Overview The Payments section in GoHighLevel (GHL) pr...

This page covers the step-by-step process for creating invoices in GoHighLevel (GHL) — ensuring all invoices are accurate, consistently formatted, and ready for payment processing. 1. Scope All team members responsible for: Creating new invoices Inputtin...

This page covers the process for setting up recurring billing in GoHighLevel (GHL) — ensuring all recurring invoices are created accurately, billed on the correct dates, and managed consistently according to client agreements. 1. Scope Setting up recurring...

This page covers the process for handling advance payments from clients — including how to void active invoices, create a new advance payment invoice, send it to the client, and adjust the recurring billing schedule accordingly. 1. Overview When a client want...

This page covers the complete failed payment handling process at Crowned Credit — from identifying failed payments to follow-up sequences, special case handling, and account termination procedures. 1. Objective Ensure all failed payments are addressed promptl...

Crowned Credit – Payment Extension SOP This SOP defines the consistent process for handling payment extension requests at Crowned Credit. All Billing team members must follow these steps to grant extensions, maintain records, protect revenue, and ensure full ...

This page covers the complete process for upgrading clients from the Essentials plan to the Accelerated plan — including payment verification, pricing, invoice creation, DisputeFox updates, and special cases like Momentum upgrades. Objective To properly guide...

This SOP covers how to handle client-requested account pauses and system-initiated suspensions. Follow this process to protect client relationships, maintain accurate records, and ensure proper system updates in GHL, DisputeFox, and the Masterlist Tracker. 1....

Crowned Credit – Account Reactivation SOP This SOP outlines the process for reactivating paused, suspended, terminated, or canceled client accounts at Crowned Credit. Billing team members must follow these steps to collect the correct fees, set up invoices pro...

Marking Client Payments as Paid — SOP This SOP ensures accurate and timely payment processing for all Crowned Credit clients. Billing team members must verify, acknowledge, mark, and confirm every payment received — whether via website, Zelle, or Cash App — t...

This page contains all standard billing objections and approved rebuttals used by the Billing Department at Crowned Credit. Use these scripts when handling client concerns about payments, fees, and billing policies. # Objection Category 1Why am I paying m...

This SOP is currently under development. Content coming soon.

This SOP is currently under development. Content coming soon.

Quick reference for Billing & CSR. The full, canonical SOP lives in the Onboarding Operations book — see Onboarding Requirements — Documents & Verification Guide. Always defer to that page if anything below conflicts with it.What every client must send before ...

This SOP is currently under development. Content coming soon.

Cancellation Requests Quick policy: For recurring dispute plans, the enrollment payment starts the first dispute cycle and each additional monthly payment covers the next cycle. Once a billing cycle has started, that cycle is not prorated if the client canc...

The purpose of this document is to provide a structured approach for handling cancellation requests, improving client retention while maintaining transparency and trust. Retention Protocol: Handling Cancellation Requests Overview When a client requests to canc...

The purpose of this document is to provide a structured and compliant approach for requesting clients’ Experian.com login credentials as part of our enhanced dispute strategy. Overview Key Points to Communicate to Clients Enhanced Dispute StrategyProviding Ex...