Charging a Client Invoice for Auto-Bill (pay-as-you-go clients)

Procedure / Policy Overview

How to accurately auto-charge a client who is paying as they go in the program.  Typically there will be an invoice to charge at every two weeks at their checkin for pay-as-you-go clients. 

1. A clear skin coach will bill out and charge the client invoice at the time of creating the invoice.  

2. This will be an auto-charge from the coach

3. This will not be an invoice that is emailed to the client to pay themselves online

1. Create the order from clear connection (Refer to SOP-V-2123)

2. Navigate to InfusionSoft and search the client

3. Click on the current order that was just created 

4. Navigate to ‘Add Payment’

5. Enter the date that you are charging the invoice

6. Enter the Payment Type: credit card

7. Choose the credit card on file

8. Be sure the Merchant Type says: Stripe Payments

9. Click Add Payment at the bottom

10. Be sure it goes through and gives you a notification

11. If the credit card declined - contact the client to get an updated credit card on file. 

• Auto-charging a client’s invoice