How to Process a Custom Service Sale in Chargify

Steps on how to process a Custom Service Sale in Chargify

Authorify | How to Process a Custom Service Sale in Chargify

Overview

This document outlines how to collect custom service payments in Chargify. 

Scope & Support Matrix

This process document covers the steps on how to collect payment in Chargify and how to manage the deals in Hubspot. This, however, does not cover how to pitch the sale. 

The table below shows the point of contacts and their roles and responsibilities.

Role	Responsibility
Christine Joy De Castro christine@authorify.com Sales Operations Manager	Escalation contact for all issues related to Chargify.

How to Process a Custom Service Sale in Chargify

1. Log into authorify.chargify.com. If you are having trouble logging in, please reach out to Christine Joy De Castro.

1. Click Subscriptions under the Billing section. Then click the Create New Subscription button at the top right part of the screen. 

1. Under Step 1, click the Select an Existing Customer button.

1. Search for the customer’s email address and select the correct account. 

1. Under Payment Method, click Select Payment Method, and select the existing credit card to continue. 

1. Proceed to Step 2 Plan Configuration and click the Select a Product button.

1. From the list of products, select the One-Time Service Fee as shown below. 

1. Click the Add Component button. 

1. Select the custom service you are selling from the pop-up page. Do not forget to change the quantity of the component to 1 as shown below. 

1. Click the Create Subscription button at the bottom of the page to complete the transaction. 

Hubspot Deal Management

This section outlines the process on how to log the sale in Hubspot. 

1. Create a new deal under the General Sales pipeline.

1. Update the deal name following the naming convention 

‘name of the member - what was sold’, ie., “John Doe - Custom Cover”

1. Update the following deal properties:
   1. Deal name following the deal naming convention listed in step #2
   2. Deal Amount must reflect the exact amount collected in Chargify
   3. Deal owner must reflect the name of the MC who sold the custom service

1. Move the deal to the Closed Won stage. 

Zero Tolerance Policy

To ensure compliance and consistency of work quality, below are behaviors which will not be tolerated and may result in the termination of your employment.

1. Data manipulation. This refers to tampering or falsification of any Hubspot or Stripe information which may or may not result in financial gains such but not limited to:

1. Updating the ‘Appointment Set By’ property with your name without a confirmed booking appointment with the member. 

1. Falsifying an endorsement to a Marketing Consultant. 

1. Moving a deal to Closed Won without collecting the payment from the customer.

1. Deleting a deal or deal information that affects the validity of the deal.

1. Incorrectly claiming a sale. 

1. Fraud. Illegal collection, use, and or distribution of PII such as members’ name, email address, address, and credit card information.

Document Approvals

Name	Role	Date Approved
Christine Joy de Castro christine@smartagents.com	Author & Approver	12-Sep-2024

Version History

Version No	Version Date	Revision History	Approved By
1.0	9/12/2024	Initial release.	Cj de Castro