Inquiry
To whom to raise any tax related requests?
Jacqueline wells
Types of Professional Services Billing
As Rendered - 50% At signing/As rendered - At-signing
Customer does not want to change payment term but they want to receive invoice closer to due date, is this possible?
This required approval of Jennifer and coordination with AR team and upon replies, this is possible.
If you need to create clerical adjustment to “Additional Information, which field should you update?
Customer Notes
Case Queue View that shows newly opened/created cases that are not yet assigned to specialist.
Inv1 Open/Pending
Can orders team advise future billing of closed opp?
No, invoicing team only
For PS billing fre. we should have docs. like SOW/SO attached to the opp to show us the correct billing fre.
True
Customer wants to have 1 invoice for the full term and pay upfront, is this possible?
If the customer wants to pay upfront instead of billing fre. In SO, this is possibl and we can go ahead and invoice the full term.
Which subtab can you find New USI Make Clerical Adjustments?
Related
True or Fales: A case can be Parent and Child Case at the same time.
True
Case raised to Invoicing but it Is not related to invoicing team what Is the best action?
To raise to correct team, or advise requester the team can help with request
If we ever partially bill from custom bill schedule, we don't have to worry about updating anything else such as remaining amount/quantity, it is automatically updated.
False, we have to make sure we update the remaining amount and make sure after the updates both quantity and rate are matching with what was booked.
We have an approved special billing to be processed which requires us to do a custom bill schedule – which fields do we change in sub item?
Rate type to Usage(Variable) – Rate plan to Special Terms Custom Bill Schedule – Inherit Charge Schedule from to Blank – Charge Schedule to Data Migration Charge Schedule – Initial bill date to Blank
Fill in the blanks: You can update Terms from Customer and from _____ .
Subscription
Tab(link) in your case where you can see all the linked child cases.
Related cases
Which team can advise payment of invoices?
AR team
Charge alignment date get automatically update with the NEXT AVAILABLE CHARGE PERIOD one we create a PD.
False, we have to use a new NEXT AVAILABLE CHARGE PERIOD each time and we have to manually put in under field charge alignment date.
Customer wants to pay with a payment term that does not appear on our system (for example Net35) and Amber approves to process with it, how do we update invoice as the payment term does not appear in NS?
Since this is just a one-off case, please add in internal notes of subscription to do clerical in NS to adjust due date per payment term Net35 then raise to Consero to edit PDF’s payment term when invoice is generated. Whenever invoice is generated, inform AR of the adjustment and add in Memo field the details for internal notes.
What is the blank required field(mandatory) in USI Make Clerical Adjustments form?
Reason for Adjustment
True or False: When sending email via SFDC case, you should always use your personal email as the sender of the email.
False. You should always use Invoicing Team as sender (From).