Collections Basics
This is who you send PTO request to.
Marlon and Daniela CC Maria
These customers recieve a $10 discount.
Loan products
True or false: Customers who qualify for an annual adjustment get their credit, if owed one, 6 months after their inservice date.
False
You can find the escalator amount here.
Lease payment information
These are the four initial payment options for PP's
1/2, 1/3, 2 months and 1 month
This product pays for the system + battery + interest
Loan Storage
Customers who live here do not qualify for a PGO.
Puerto Rico, Guam, Saipem, Hawaii and Florida
You can locate calls prior to November 9, 2023 by looking here.
Activity History
How many attempts are you required to make when working a payment plan case?
3
This product does not have guaranteed production.
PPA
Scenario:
Megan Pete calls in to inquire about when she will get her production guarantee. Megan said her sister who lives in Texas gets a credit every year when her system underproduces. Megan is a loan storage customer who lives in Miami with an inservice date of 2/12/2021. When should she expect to recieve a credit if owed one?
She does not qualify for the production guarantee credit as a Florida resident.
True or False: You can see a change to the billing contact by looking at system history.
True
If you are requesting a billing history you will submit the request here:
New stage tracker (NST)
This is the only customer who qualifies for an Annual Adjustment
PPA-EZ
If a customer is owed a production guarantee credit they will get it by this date ______
January 30th
This is where you will find the date that the authorization to interconnect was approved.
Project Blocks
If you are speaking to a customer who previously had a stop payment on their ACH payment method used for autopay and now wants to resume autopay what must they fill out?
Chase negative file form
These customers have an automatic 1.9% escalator.
Lease storage PR
True or false: If you are granted an early production guarantee it will not be deducted from their credit at the time of their actual review.
False
Other than notes and attachments you can look here for PGO reviews.
Billing Documents