Customer Requests a Payment Arrangement

Last updated 3 years ago First published 13 December, 2017

Work English Rating: ALL ages Shortest path: 5 nodes Longest path: 5 nodes Possible solutions: 4
Transcription
  • Is the payment arrangement for 60 days or less? It is for 60 days or less.. It is for more than 60 days..
  • Is this customer enrolled in AutoPay? Yes. No.
  • Cancel AutoPay. Enter the Payment Arrangement ticket(s) in the Client Portal..
  • Enter the Payment Arrangement ticket(s) in the Client Portal..
  • Is this customer enrolled in AutoPay? No. Yes.
  • Cancel AutoPay. Enter the Payment Arrangement tickets in the Client Portal. Fill out the top portion of the Payment Arrangement form and save it to your desktop as "[full account number]_[customer name]". Attach this form to the last Payment Arrangement ticket you create. Email the Payment Arrangement form to the Torrance inbox with the subject "[account number] [customer name].".
  • Enter the Payment Arrangement tickets in the Client Portal. Fill out the top portion of the Payment Arrangement form and save it to your desktop as "[full account number]_[customer name]". Attach this form to the last Payment Arrangement ticket you create. Email the Payment Arrangement form to the Torrance inbox with the subject "[account number] [customer name].".