This article explains how to correctly send a checkout link, apply the right price book, and understand Affirm and re-enroll pricing.
Checkout Link and Affirm
Always use the checkout link when setting up client payments.
The check out link will expired 24 hrs after sending it. If it expires you will need to resend to your client.
Within the checkout link, the client can select Affirm (or another payment method).
The separate Affirm button in Salesforce has been removed. The checkout link now replaces it and gives the client full flexibility.
- To send the check out link, click the drop down menu to the right of the opp and click send check out link
Pricing Structure
To reduce the number of SKUs, the old PIF-SAC SKU was removed. Everything is now managed through the current PIF SKU with price book options.
Standard pricing: For example, a 12-month Elite Coaching contract is $6,195 at the standard retail price.
2024 re-enroll rate: $5,575 → available for CSRs and coaches re-enrolling clients.
2021 re-enroll rate: $5,195 → available for coaches re-enrolling clients.
These re-enroll rates apply only when continuing an existing client’s agreement. All new clients begin at standard pricing.
Payment Options (1-Pay, 2-Pay, 3-Pay)
When you select a 2-Pay or 3-Pay price book:
The system automatically creates a subscription in Stripe.
Stripe will charge the remaining payments on schedule.
Example: 3-Pay at the 2021 rate ($5,195):
Today: $1,731.66 collected.
30 days: $1,731.66 charged automatically.
60 days: $1,731.66 charged automatically.
👉 This automation ensures you don’t need to follow up — Stripe handles all future payments.
Example on how it looks on a 2-pay 6 months elite ($3,695.00)
Handling Partial Payments (Auto Bill)
If you collect less than the full payment upfront without using a 2-Pay or 3-Pay price book:
You must check the Auto Bill box.
This allows Business Operations to process the remaining balance manually.
⚠️ If you do not check Auto Bill:
The contract will not move to Ready to Assign.
You will need to submit a Business Operations ticket to correct it.
Summary
Use the checkout link for all payments.
Clients can select Affirm inside the link.
The old PIF-SAC SKU has been removed — use the current PIF SKU with price books.
Price books set 1-Pay, 2-Pay, or 3-Pay.
Stripe automates future payments for 2-Pay and 3-Pay.
If leaving a manual balance, always check Auto Bill — otherwise submit a ticket.
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