Effective Dates
What effective date do you use for: Upgrades
Next Invoice date
What step do we need to take so that GH shows which rep completed the upgrade?
Adding rep number to upgrades
When a monthly check customer moves to prepayment, what amendment needs to be made?
Remove check/wire fee product
What are the two recurring products that need to be removed when cancelling Execupay?
Payroll Useage and Payroll Base
Who is "Totally Elsa - except with all the warm fuzzy socks, puffy jackets and hot coco."
Ashlyn
What effective date do you use for: Cancellations
Next invoice date unless it is cancelled effective immediately, Then you use the previous invoice date
If we are adding a V1 product to the account, what Pricebook should we see on the opp?
2018
What batch/comm. profile does a wire customer need to be on to get invoices emailed?
Check batch and comm but payment method can still be wire
What kind of upgrade would we do an amendment for but would not close the opp?
Payroll Implementation
Who Loves Goldfish but needs to eat them in halves. "I try to split them in half with my teeth and eat 1 half and then the other."
Selleka
What effective date do you use for: Accounts on Hold
You cancel the current subscription effective the next invoice date. We will use the date provided by success for the new subscription.
What is the extra step we need to do when adding TT to an account?
Put it in the Time Tracking Batch
What setting initiates the notification to us to send a new prepayment request?
SalesForce Billing Type = Annually
What is the first step you need to take when deleting an invoice?
Removing the transaction
Who said, "Running. I don't really get how people enjoy it so much."
Marree
How do you reopen an account that was cancelled today?
You have to create a new subscription, with the exact same products, contract effective, today.
Which product do you add for TT on a professional account?
Time Tracking V2
If the ACH payment won’t authorize, what do you check to make sure it is correct?
Routing numbers are always 9 digits
Account holder name can not have numbers
Phone numbers can only have numbers
Must match the Bill To address exactly
What type of COVID ticket requires you to calculate and add a credit for a future invoice.
Furloughed employees
Who chose to open the Narnia door?
Lauren