How To Setup ChargeBee

Automated Recurring Billing & Payments with ChargeBee!

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**NEWS:  CHARGEBEE IS NOW FREE FOR UNLIMITED CHARGES FOR YOUR FIRST $50,000 IN REVENUE IF YOU SIGN UP FOR THEIR “LAUNCH PLAN” WHICH IS ALL YOU NEED.  WE HIGHLY RECOMMEND CHARGEBEE. IT IS AWESOME FOR COLLECTING RECURRING PAYMENTS, DUNNING, ETC. 

 

This is our most-requested feature ever! Say goodbye to manual invoicing. This new integration gives you awesome superpowers to set automated recurring client payments by credit card within Credit Repair Cloud!

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ChargeBee is a leading recurring billing platform (and the most affordable we’ve ever seen). ChargeBee was founded by members of ZOHO, and their team are fantastic. This special integration is the first automated payment system ever designed specifically for the Credit Repair Industry!

***NEW: CHARGEBEE IS NOW FREE FOR AS LONG AS YOU LIKE UNTIL YOU”VE GENERATED $50,000 IN REVENUE!***

Handles all common types of credit repair billing:

  • Monthly recurring payments
  • Pay-per-delete (triggered by status change)
  • 1-time charges.
  • Automated email notifications
  • Dunning management for declined cards
  • Invoice billing
  • Client Signup from your website
  • Collect payment at start — or delay until after “first work” (Round 1 letters)
  • Syncs with Credit Repair Cloud accounting
  • Compatible with Authorize.net and all major Gateways
  • You can add credit card details inside the client’s profile
  • You can also have your client’s sign up with credit card right on your website!

IMPORTANT:

Before you can signup for ChargeBee, you must have a Merchant Account/Gateway. Click here for a Merchant account for credit repair.

Once you have your Merchant Account/Gateway, sign up for ChargeBee. It’s FREE for 30 days if you sign up from the link in My Company>ChargeBee..

SIGN UP FOR CHARGEBEE HERE. CHOOSE “LAUNCH” PLAN, AND YOUR ACCOUNT WILL BE FREE FOR AS LONG AS YOU LIKE UNTIL YOU’VE REACHED $50,000 IN REVENUE. 

Here are 3 videos outlining the entire process:

1. Setup Chargebee

2. Add Chargebee plans to your web lead form, so you can take credit cards on your website!

2. Add your web lead form to your website!

 

Here are in depth screenshots of the process

How to charge client’s credit cards

Once you’ve created Chargebee plans, you can add a client’s credit card details from within their client profile!  The best time to do this is when you are creating a new client profile.  Simply choose a plan and type in the credit card details.

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How to take credit cards on your own website

The idea here is to add Chargebee plans to your Web Lead Form.  Then new clients can “sign up” from your website and add their own credit card details.

Here’s how:

Once you’ve set up Chargebee Plans, you can add the Chargebee plans to your web lead form for your web site, so your clients can sign up with credit card right on your site!  For that (after you’ve created Chargebee plans) visit MY COMPANY>WEBSITE TOOLS.

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webform code

To ensure that the form is working, go to the page that you put the webform code on and click on the “I’m ready to sign up” option

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Scroll down to “Plan Details” and click on the “Plan” dropdown menu. That’s it!

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Add your web lead form to your website!

 

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Getting help with Credit Repair Cloud

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