As we continue to enhance the Coordinator Application and onboard more and more agents, we want to ensure each agent has completed a crucial step in the onboarding process. That process is ensuring they have a valid payment method established.
When a TC logs into the application and clicks on the "Clients" Tab they will see two new columns to the far right hand side called "TC Billing Verified" and "LC Billing Verified"
For each Client this will display either a Green Yes or a Red No. What does that mean?
A Green Yes Means:
- The Agent/User has entered a valid payment method within the application and has a card on file to pay for their TC or LC services when ordered.
- The Agent/User has a payment method on file within Stripe that is available to be charged for their LC or TC services ordered
- The Agent/User is associated with an Office that has credits that will used to cover charges for TC and or LC services.
- The Agent/User is on a Monthly billing plan
A Red No Means:
- The Agent/User does not have a payment method on file within the Coordinator Application and needs to add a valid payment method to pass the verification process
- The Agent/User is not associated with an Office that will cover the TC and or LC Fee's
- The Agent/User is associated with an Office that is only covering the TC's Fees and does not have a card on file in the application to cover the LC service Fee
Currently, the display of "TC Billing Verified" and "LC Billing Verified" are for information purposes only. They are designed to illustrate were a possible gap exists with the Agents/Users onboarding where billing information has not yet been captured.