Generating invoices is essential when implementing a pay-per-delete billing plan or when you need to bill a client for any other one-time charges.
Table of contents:
To start, make sure you have the following:
How can I create an invoice?
Click on Billing & Payments.
Click on Invoices & Payments.
Click on Create Invoice.
Fill out the Invoice Details.
- Billing Platform: Select CRC Billing if you will charge them via Credit Repair Cloud, or N/A if you will collect their payment via a different method.
Search and select the Invoice Item.
If the item doesn’t exist, you can create it from this menu. To create an invoice item, type the item’s name, click on it, and enter its price. Click on the icon under Save Item if needed.Select Payment Method (On-File) or Immediate 1-Time Payment.
Payment Method (On-File) to charge your client’s saved card on the set due date.
Immediate 1-Time Payment to immediately charge a different card.
Click on Create Invoice.
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.