Billing SOP
This page has short Loom videos going over billing steps.
If you have any questions reach out to Aaron or Yash.
Sending out the Credit Card Authorization Form ( 2 min)
How to Send a Credit Card Authorization Form:
1. Log Into Your Go High Level Account
2. Accessing the Contact
Navigate to the Contacts section on the left side menu.
Select any contact from the list.
3. Sending the Credit Card Authorization Form
Scroll down to the Contracts folder.
Click on Send Credit Card Authorization Form.
Note: The form will be sent out through GHL documents within approximately 30 seconds.
4. Notifications and Tracking
The assigned owner of the contact will receive a notification once the form is submitted.
All emails related to the credit card authorization form can be tracked in the chat section.
5. Accessing the Filled Out Form
Go to the Documents section to find the completed contract.
Open the document to retrieve the credit card number.
6. Adding the Card on File
Navigate to the Payments section to manually add the credit card information.
7. Important Timing Information
The system resets every 15 minutes.
You can send a single authorization every 15 minutes if changes are needed.
8. When to Use the Authorization Form
Use the form when:
A new client needs to add their card.
A current client needs to switch to a new card.
Using the Checkout Page ( 3 min)
Understanding the Internal Team Checkout Page
1. Introduction
Purpose of the video: To explain how to use the internal team checkout page for processing payments.
2. Accessing the Checkout Page
Navigate to the payments section by clicking on "Payments."
3. Payment Processing Methods
Method 1: Manual Entry
Obtain the credit card authorization form.
Input the information from the form into the checkout page.
Select the appropriate options and click "Complete Order."
Method 2: Payment Links
Copy and send payment links to clients.
Clients can use these links to make payments directly
.Ensure the credit card authorization form is still sent to the client.
4. Applying Discounts
Access available discount codes from the checkout page.
Input any applicable codes during the payment process to apply discounts.
5. Overview of Payment Plans
Current plans available on the checkout page.
Old plans for existing clients (for updates only, not upgrades).
Note: Old plans are not available for the sales team to use for new sales.
Using the GHL Contacts Payment Tab ( 2 min)
Understanding the GHL Contact Payments Tab
1. Introduction
Purpose: Overview of using the GHL Contact Payments tab.
2. Accessing the Payments Tab
Navigate to the Contacts section:
Click on "Contacts" in the left menu.
Select any contact from the list
.Locate the Payments icon:
Find the Payments option at the top right and click on it.
3. Adding a Card on File
Obtain the credit card authorization form.
Use the form to add a card:
Click on "Add Card on File."
Input the card information (existing info can be modified if necessary).
4. Creating a New Subscription
Steps to create a subscription:
Select the desired product.
Set a start billing date (optional).
Choose to use the saved card or add a new card.
Click "Schedule" to finalize the subscription.
Option to apply coupon codes:
Click "Add Coupon Code" to apply discounts.
5. Managing Payment Methods
Options to manage cards:
Add additional cards.
Remove existing cards.
View transaction history:
Monitor transactions as they occur.
Access subscription details and login information.
Reach out to Yash, Aaron, or the Ops team with any questions
After Payment Onboarding Automations ( 2 min)
Streamlining Client Onboarding: Automation Overview
1. Introduction
Purpose of the video: Explain the onboarding automations after a client successfully pays.
2. Onboarding Process After Payment
Successful Transaction:
When a client's first transaction is successful, their subscription activates.
Automated Onboarding Email:
Clients receive an onboarding email automatically.
Email contains:
A link to the new onboarding funnel.
Two instructional videos from Nathan.
Link to book an onboarding call.
3. Tracking Client Progress
Importance of tracking:
Monitor what clients are watching.
Track the client's success journey.
Confirmation of Email Sent:
After payment confirmation, verify that the onboarding email was sent.
Email should be sent within 20-30 seconds post-transaction.
4. Client Communication
Inform clients during the onboarding call:
Remind them to check their spam folder for the onboarding email.
Confirm that they should see the onboarding email shortly after the call.
Ability to verify email status:
You can check if the onboarding email was opened or if there are any issues.
5. Benefits of the Onboarding Automation
Reduces manual work for team members.
Enhances client retention by tracking their journey.
Supports team members in closing more deals and increasing commissions.
Reach out to Yash, Aaron, or the Ops team with any questions
Navigating the Payment System in GHL ( 5 min)
Understanding the Payment System: A Comprehensive Guide
1. Introduction
Overview of the purpose: to explain the payment system and navigation.
2. Accessing the Payment System
Locate the "Payments" section on the left menu.
3. Key Sections within Payments
Documents and Contracts
Access templates and modify contracts.
Subscriptions
Search for subscriptions.
View subscription details including charges and invoices.
Options available:
View Subscription: Access detailed information.
Cancel Subscription: Use the three dots for cancellation.
Payment Update Link: Share link for clients to update payment information.
Credit Card Authorization Form: Importance of maintaining this on file.
Pause Subscription:
Custom date selection for pausing.
Differentiate between service pause and payment extension.
Reactivate or Cancel Subscription: Options for managing subscriptions.
4. Managing Transactions
Transactions Overview
Search for specific transactions.
View succeeded and failed transactions.
Refund Process
Steps to initiate a refund.
Options to refund less than the total amount.
Importance of adding notes for context.
Verification of refunds through the contact view.
Refunds ( 1 min)
Pausing Subscriptions ( 1 min)
Canceling Subscriptions ( 1 min)