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B2B Membership Manual Payment Process
B2B Membership Manual Payment Process
It all begins with the scheduled call and Salesforce to ensure all leads have the correct information and sales get processed correctly - please follow the same steps below every time:
1) Search Salesforce using the email address used to schedule the call.
If only contact exists - Create new lead
From left hand side of SalesForce
Click Create New
Select Lead
Update First Name
Update Last Name
Update Company
Update email
Update Phone
Update Title
Update Lead Type = Company
Click Save
If Lead and Contact exists - use Lead
If only Lead exists - use Lead
2) Once you have the correct Salesforce lead:
Update Lead Type: Company
For Contracts - Update Salesforce w/fields needed for contract:
B2B Private Program
B2B Seats
B2B Price/Tier
B2B Term (in months)
3) Create Account in Recurly
Go to Accounts > New Account.
Enter the following information:
Account Code - make up a random combination of numbers like this: 609b688-6614-499d-8660-541a94e8f980
First name
Last Name
Company
Email
Phone Number
Click “Create Account”
Add Billing information if provided
Account -> Billing Info -> Enter the following billing details:
First Name
Last Name
Country
Street Address
CIty
State
Zip/Postal Code
Card Number
Expiration Month/year
CVV
Click “Save Changes”
4) Send Contract via HelloSign - Click for HelloSign Process Details
Receive signed contract
5) Go to Recurly - this process will depend on the payment method:
Credit Card Payment:
Charge Recurly immediately
Account -> Click “Add Charge” - Enter the following information:
Amount (Per Unit) - how much they will be charged
Quantity - 1
Description: In the Description field when adding a charge in Recurly. It is important that you use the exact same format every time.
Description Format without Discount:
2995,A,B2B,Essentials,Sales,Committed
5995,A,B2B,Growth,Sales,Committed
11995,A,B2B,Enterprise,Sales,Committed
Description Format with Discount:
2995,A,B2B,Essentials $?? Discount,Sales,Committed
5995,A,B2B,Growth $?? Discount,Sales,Committed
11995,A,B2B,Enterprise $?? Discount,Sales,Committed
(Discounts cannot exceed 20%)
Timeframe/Charge date - Filled automatically
Click “Add Charge”
There will be a yellow box at the top of the subscription page that says “You have $XX.XXX in uninvoiced charges” click the “generate invoice” hyperlink on the right hand side of the box.
Click the “Post Invoice” button
Other Payment Method
Wait for finance to let you know we received payment, then update Recurly. Details TDB
6) Contact the new B2B Member to book their Company Onboarding Call.
7) Click on VAB OB Call button in Salesforce to schedule the Onboarding Call.
8) Go to Employee Console to the Checkout Page.
B2B Sales Plan Checkout Page Options:
Startup
Plan
$995/year
Payment Method:
Credit Card
Checkout Page Instructions:
Select B2B Startup - $995/year option.
Fill out all checkout information:
First Name
Last Name
Phone
Company
Email
Billing Address & Zip
Credit Card, Expiration Date, CVV
Click Checkout
Essentials, Growth or Enterprise Plan
$2995, $5995 or $11,995/year
Payment Method:
HelloSign Contract
Checkout Page Instructions:
Select B2B Essentials, Growth or Enterprise
Select Tier
Add Number of Seats 1 - 10,0000(aka unlimited)
Select Private, if applicable
Enter Recurly Account ID
Click Confirm
Review Salesforce Fields
To ensure the following fields are updated:
B2B Tier: Select Appropriate
B2B Status: Active
B2B Seats: Enter Appropriate Number
B2B Non-Monthly Renewal Date: 1 Term from registration date
B2B Private Program: Check if applicable
Co. Recurly Account ID: Enter From Recurly
Co. Recurly UUID: Enter From Recurly
Co. Recurly Plan Code: Enter From Recurly
Co. Billing Cycle: Annual
Co. Purchasing Channel: Close on Call
B2B Close stage: Select Appropriate
Lead Status: Company
Company Registration Date: date
The final step is passed on to:
Offshore Team to finalize registration/account creation:
Create iWM Company Account
Create iWM Opportunity
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