special screen
25
what kind of cards do we accept?
all major, visa, master, amex, discover
what is the group code for free service?
111
what color are payments?
purple
what does tax area mean?
area
what does WEB PWD mean and where does it come from?
the password to log into account. the last 4 digits of phone number unless changed by customer.
what day of the month is ACH processed?
The 1st business day of the month.
what are the group codes for both companies that have been billed with a card?
125 and 325
what color are credits and charges that equal zero?
pink
what does cust rep mean?
county or city
how do you put an account message on an account?
special screen, find account message, click "p" for perm and type your message and apply to account and save.
if ACH is declined the first time, do we try to run the bank account again?
No. there will be a $35 fee
what is the group code for both companies that have not been billed with a card?
105/305
what color are charges?
blue
what does assigned code mean?
how customer heard about us or why they are closing the account
what goes in the autopay box for card and bank account?
cc for card or b/bc for bank account
what does it mean if the account still has a balance but the customer says that they have mailed the check to us?
we are waiting on check to arrive or it has not been entered yet.
what are group codes 126 and 127 used for?
made up codes by Anthony.
what are journal entries and what color are they?
pink and accounting notes by Tanya or Anthony.
what does it mean if there is an * next to attachments?
there is an image attached to account
how do you change the fuel exempt from no to yes?
special tab, fuel exempt, change no to yes
why do we use a check by phone slip?
if a customer calls in to make a one time payment with their bank account. routing and account number.
what is the quarterly group code before they have been billed? after?
101/102/103 and 301/302/303
121/122/123 and 321/322/323
what is the check payment method code?
cash payment code?
bank bill code?
autophone payment code?
website code?
1
2
4
14
8
what is the serv name mean?
sub/community name