How to activate a billing plan for a client?

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Once your merchant account has been approved and you have an active billing plan, it's time to assign the plan to a client profile.

 

Table of contents:

 

To start, make sure you have the following:

 

How to activate a billing plan for a client?

Next, we'll guide you through activating a billing plan for an existing client. You can also assign plans when creating a new client profile.

  1. Log in to your Credit Repair Cloud account.

  2. Click on Clients.

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  3. Click on the Actions menu next to the client you want to activate.

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  4. Click on Plan Actions.

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  5. Select a plan from the dropdown menu. 

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  6. Click on Select Plan to confirm your choice.

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    Congratulations! The billing plan has been assigned successfully.

    Now, you need to collect your client’s card details so we can charge them accordingly.

 

How can I collect my client’s payment information?

Once you assign the plan to your client, you’ll see two options to collect your client’s payment information.

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Email Credit Card Collection

  1. Click on Email Credit Card Collection.

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  2. Confirm your client’s email address.

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  3. Click on Send Email.

 

Enter Credit Card Manually

  1. Click on Enter Credit Card Manually.

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  2. Enter your client’s payment information.

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  3. Click on Save.
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