When you first assign a billing plan to your client, you have the opportunity to email them a credit card collection form. This is not the only opportunity to email the payment collection form. You can repeat this process as often as needed.
In this article, we will teach you how to re-send the credit card collection form email.
In this article, you will learn about:
To start, make sure you have the following:
How do I re-send the credit card collection form email?
Click on Clients in the Side Navigation Menu.
Use Table Search to locate your client.
Click the three-dot menu (⋮) under the Actions column next to the client you want to activate.
Click on Plan Actions.
You will see two options to collect your client’s payment information:
Email Credit Card Collection (Recommended Option)
Click on Email Credit Card Collection.
Confirm your client’s email address.
Click on Send Email.
Enter Credit Card Manually
Click on Enter Credit Card Manually.
Enter your client’s payment information.
Click on Save.
Need a hand getting started?
Our Success Team can jump on a 1:1 call to walk you through CRC Billing, configuring plans and subscriptions, setting up automated reminders, and sharing best practices to keep revenue flowing.
If you’d like a specialist to help you live, grab a time here: https://meetings.hubspot.com/troyh/connect-with-success