Note: If you have a CRM connected...
If the customer checks out via order form: | If the customer checks out via electronic payment: | |
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Contract start date | they will receive the invoice on the declared “Start date” | they will be prompted to enter their payment info (credit card or ACH) during checkout, and their payment method will be charged on the declared “Start date” |
Checkout date | they will receive the invoice immediately upon signing the order form and completing checkout | they will be prompted to enter their payment info (credit card or ACH) during checkout, and their payment method will be charged immediately upon completing checkout |