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.
STEP 1: Go to the ORDERS Tab and click on the Active subscription. STEP 2: Click CHANGE on the Next Bill Date. STEP 3: Select the new date and click SAVE (this new date must be within 30 days from the previous date).
Before submitting a closing form, coaches MUST review all SAP on file and make sure the most recent one is published. If the most updated SAP is not published before the closing form, both client and banker will not receive the updated SAP information. When a client whose account is declined, wants to make the [...]