Client Success Dashboard

Billing team only (Sabrina & Ashlee).
Sign in with your team PIN.

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Atomic Trips · Client Success

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CLIENT BILLING 🔒 Sabrina & Ashlee only

Payment plans

Every plan in one place — GoHighLevel and legacy HoneyBook side by side. Failed charges flag here immediately; Ashlee owns follow-up.

All plans –

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Needs attention

v1.0 Data: 💳 Payment Plans (Private Client Data base) via the shared Worker.

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Notes

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Cancel this plan?

Reason (goes in the plan's notes)

Record a refund

This records the refund on the plan row. The money itself moves in GoHighLevel (Payments → Transactions), and QuickBooks needs its matching credit memo — you'll get a reminder of both.

Amount ($) Note