Understanding Monthly Plans in ScoreCEO

ScoreCEO's Monthly Plans offer a refined approach to billing, allowing you to set clear consultation rates, define monthly charges, and align the number of invoices precisely with customer agreements. The seamless integration with authorize.net ensures instant payment notifications, while the option to set up preauthorizations and reattempts provides flexibility in the face of payment fluctuations. It's not just about numbers; it's about orchestrating a financial symphony that resonates with precision and client satisfaction. Dive into the tutorial to discover how to create, customize, and assign Monthly Plans, and elevate your financial management game to new heights. 

Your Guide to Creating Monthly Plans

Now, let's dive into the heart of it all — creating your monthly plans with ScoreCEO. This step-by-step walkthrough will empower you with the knowledge to harness the full potential of this platform, ensuring your credit repair business operates smoothly and efficiently.


How to Set Up Monthly Plans in ScoreCEO:

  • Access Configuration Settings:

  • Log in to your ScoreCEO account.
  • Navigate to the configuration bubble and click on "Configurations."


Go to Payment Settings:

  • Within Configurations, locate and click on "Payment Settings."


Access Payment Model Plans:

  • In Payment Settings, find and select "Payment Model Plans."


Choose Monthly Payment Model:

  • From the available options, choose the "Monthly" payment model.


Create a New Monthly Plan:

  • Click on "Create New" to start setting up your monthly payment plan.


Fill Out Plan Information Enter the necessary details for the plan:

  • Name of the plan
  • Consultation fee (if applicable)
  • Recurring fee
  • Number of invoices to be generated
  • Choose preauthorization (Yes/No) and set the number of days for preauthorization
  • Choose to send the invoice prior to the payment date (Yes/No)
  • Set the number of reattempts in case of failed payments
  • Once all information is entered, click "Save" to save your plan.

Assign the Plan to a Customer:

  • Go to the "Leads and Consumers" section to search for your customer.


Access Billing Data Review:

  • Once you've located the customer, go to "Billing Data Review."


Select the New Plan:

  • In Billing Data Review, choose the new payment plan you created.


Choose Payment Method and Next Billing Date:

  • Select the appropriate payment method for the customer.
  • Set the next billing date.


Save Changes:

  • Click "Save" to save plan on contact profile.

  • You're Good to Go:

    • Congratulations! You've successfully set up a monthly payment plan for your customer in ScoreCEO.