STEP 1:  On the client’s file go to the ORDERS tab and click the item to be voided or refunded. STEP 2: When the order opens, click REFUND PAYMENT. STEP 3: Make sure you check the refund box, enter the amount to be voided / refunded, enter the reason for the refund, and click next. [...]

STEP 1:  In the Client’s account, click on the ORDERS Tab. STEP 2: Click  ADD SUBSCRIPTION. STEP 3: From the Subscription Plan drop-down menu select product ( $87.99 Non Profit Credit Coach Regular). STEP 4: From the second drop-down menu select Month. STEP 5: The start date of the subscription is auto populated with the [...]

When a client refers a spouse, family member, or friend, a one-time $50 credit towards the monthly fee is offered.   A task is created in the client’s file in Infusionsoft for you to complete. The system sends out an automated notification via email to alert you there is a task that requires your action. [...]

STEP 1:  On the STATUS drop down menu select INACTIVE. STEP 2: Select today’s date as END DATE. STEP 3: Enter reason for stopping the subscription. STEP 4: Select NO in Auto Charge.  From the Credit card drop-down menu select NONE SELECTED.   Verify information and SAVE. STEP 5: Subscription should appear as INACTVE in [...]

Step 1:  In the client’s account, click on the ORDERS Tab. Step 2: Click ADD CREDIT CARD Step 3: Some information will be auto populated, please verify the information and make any changes needed. Step 4: Enter the credit/debit card information. Click Save.