Lead Billing, Activation & Cancellation

This tutorial walks you through the full billing lifecycle in Scoopify — from the moment a lead comes in, to collecting their payment method, activating them as a property, editing their subscription, starting billing through Stripe, cancelling service, and reactivating if they come back.

We will cover two common scenarios: a lead who did not save their card during sign-up, and a lead whose card was saved automatically.

Sometimes a customer will fill out the quote form but skip the credit card step. When this happens, their lead will show that no payment method has been saved yet.

You will see a Generate Payment Link button on the lead detail page. Click it to create a secure, branded Stripe payment link that you can copy and send to the customer manually.

When the customer opens the payment link, they will see a branded payment page powered by Stripe. It displays your business logo and uses your brand color. All they need to do is enter their card information and hit Save.

Back in your dashboard, refresh the lead page and you will see that the card is now on file and the lead is ready to activate.

Now let us look at a lead whose card was saved during sign-up. To activate them, you need to assign them to a route.

Select the route(s) for this customer and set their service day. For a customer on a twice-weekly plan, you will select two routes. Then click Activate Service.

Once activated, the lead becomes a property with a status of Pending Initial Clean. The account is active, but billing has not started yet — you complete the initial yard assessment first.

One of the great features is that you can edit the subscription before billing starts. Maybe the customer got a new dog, wants to add an add-on, or change their service frequency — all before you even show up for the first clean.

Click Manage on the billing card to open the Billing & Subscription page.

Click Edit Subscription to open the sidebar editor. Here you can change the base service, adjust the number of dogs, and toggle add-ons on or off.

Hit Save Changes and the billing page will update to reflect the new line items and monthly total.

Once the initial yard assessment is done, it is time to start billing. Click Start Billing on the property detail page.

You will enter the initial cleanup fee (enter $0 if the cleanup was free). Scoopify will show you a preview with prorated amounts and what the first invoice total will be — this comes directly from Stripe, so what you see is exactly what the customer will be charged.

Click Start Billing to create the Stripe subscription. The property will now show as fully active with an active billing status.

If a customer wants to cancel, click the Cancel Subscription button on the billing card. A modal will appear with two options for when the cancellation should take effect.

If you choose end of billing period, you will see a banner on the property showing when the cancellation is scheduled. You can undo the cancellation at any time before that date.

If you choose cancel immediately, the subscription ends right away and the customer is refunded automatically for unused time.

If a cancelled customer decides to come back, you can click Reactivate Subscription on their property page. The property will be moved back to Pending Initial Clean status — since time has passed, the yard likely needs a fresh cleanup before regular service resumes.

From there, the process is the same as before: edit the subscription if needed, complete the initial clean, and hit Start Billing to create a new Stripe subscription.