Payments
The best (most accurate and efficient) way to pay a customer "list bill".
What is an EFT - Electronic Fund Transfer?
This online reconciliation option gives an immediate comparison of the invoice to the customer's deduction registers.
What is Express Bill?
This report lists any outstanding discrepancies.
What is a discrepancy report?
The most efficient way for the field to contact billing.
What is Department Contacts?
This type of payment delays processing, and sometimes gets lost in the mail!
What is a Paper Check?
Regardless of the type of reconciliation, for an invoice to balance the reconciliation or documentation/back-up must do this.
What is match the payment?
This report should be received how often?
How often is monthly?
The customer can contact billing directly and quickly by using this system.
What is the employer portal?
How many is 41?
Express Bill reconciliation provides an immediate comparison if the customer uploads this.
What is a formatted deduction register?
The report is sent to these recipients
Who are the account owners, billing contacts (customer), and SARCs if assigned in Salesforce.
Using Department Contacts we can find this information.
What is Key People, Team phone number, and Team email?