In what page can we see the Billing details of the customer?
System page
Where in the system page can we see the breakdown of the customer's invoices?
Service Periods
If a customer wants you to re-send their invoices, the record type most be?
Locked
For payment extensions, for how many days can a customer extend their payment date? Can this be done multiple times throughout the contract term?
The payment extension can be extended for up to 10 days and this is a one time courtesy.
How to know if the customer has requested a payment extension before?
By checking: Billing Overrides or checking any open or closed Payment extension cases.
For customers that request Change payment date and a case is created, how long after the case was closed successfully should the customer expect the payment date to reflect?
1-2 Billing cycles
The change payment date are not an option for what customers?
Loan Customers, SNH
What is the fee for product change? Does SNH has this option?
$250.00, SNH cannot have a product change.
What does it mean when a customer's collection status (Billing) is current?
The customer has paid all invoices. No past due days.
What does it mean if the customer collection status is past due?
The customer has unpaid invoices.
what option in the system page is used to collect: One-time electronic payments?
Customer Payments
Where can a customer self-serve to save autopay, or submit payments?
Customer portal
How to save the customer's recurring payment?
Billing contact- ACH payment methods- select the type of Account
