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Transcription
  • Has this customer requested a payment arrangement in the last 12 months? Yes. Just one. . Yes. More than one. . No.
  • This customer is eligible for a new PA. Click on this bubble if you need a refresher on setting up a PA..
  • Did the customer adhere to the arrangement? Yes. No.
  • This customer is eligible for a new PA. Click on this bubble if you need a refresher on setting up a PA..
  • Look at the customer's payment history. Have they made any payments recently? Yes, it looks like they're trying to pay on it, but didn't set up a PA with us.. They've made one or two, but their payment history is very spotty. It seems like we get a payment or two every few months.. No, we have not received a payment from this customer in several months. They also have a very spotty payment history..
  • This customer is eligible for a PA, but it will be their last one if they do not adhere to it. Make sure that you make this clear to the customer so that they set up something they can adhere to. Click on this bubble if you need a refresher on setting up a PA..
  • This customer is eligible for a PA, provided they can pay at least 50% of the past due balance. This PA will be their last one if they do not adhere to it. Make sure that you make this clear to the customer so that they set up something they can adhere to. Click on this bubble if you need a refresher on setting up a PA..
  • Contact a supervisor for assistance. .
  • Did the customer adhere to all the arrangements? Yes. It's about 50/50. Not at all..
  • This customer is eligible for a new PA. Click on this bubble if you need a refresher on setting up a PA..
  • This customer is NOT eligible for a PA. They will need to pay the full past due balance on the account to avoid disconnection. They will also need to make 12 months of on-time payments before being eligible for a new PA, regardless of if they pay off the balance. .
  • This customer is eligible for a new PA, provided they can pay at least 50% of the past due balance. Can the customer make a payment of at least 50% of the past due balance? Yes. No.
  • Set up their PA once you've taken the payment. Click on this bubble if you need a refresher on setting up a PA..
  • Contact a supervisor for assistance. .