Payments
What sub-tab would you go to on the transaction history tab to find how a payment was applied to the account?
What is payment allocation sub-tab.
What would you find in the invoices sub -tab?
What is Monthly installments that have become due and any fees assessed on the account.
In this sub-tab you will find any extensions that has been applied to the account.
What is extension sub-tab.
You can find any electronic payment made on the account under the ACH payment sub-tab. True or False
What is False.
A customer called in regarding a $500 misc. fee on their account. What sub tab in transaction history tab would you go to to find that fee?
What is the invoices sub-tab.
Where in omegha would you go to see all extensions
What is Memo history tab.
Customer called in and stated they made a payment in June but their account is showing past due. What probing questions would you ask the customer to gain more information?
What sub-tab would you go to to find those payments?
Answer: What is when the payment was made AND how much was paid.
AND
What is All payments sub-tab.
What column in the invoice sub-tab shows the unpaid amounts?
What is the Outstanding column
Disaster servicing extensions are counted toward regular extensions. True or False
What is False.
What do you click in the sub-tabs to get additional details about a selected item?
What is the blue information icons.
If you wanted to find out the late fee amount for the customer, what tab in Omegha could you go to?
What is the Letter History and Notification Tab, the customers statement will give the late fee amount.
The credit card payment sub-tab shows all credit/debit card payments previously made over the phone and in store. True or False
What is False.
Customer calls to check on payments made. Stated they made two payments this month on the website and wants to double check what account he used. Customer also wants to know how his payments are applied to his account. Where in omegha would you go to find which account customer used? How would you advise to customer how payments are applied to account?
Answer: What is web payment sub-tab.
AND
What is Advise customer that payments are first applied to finance charges, then applied to principle, and then fees if there's any funds remaining(FPF).
Customer calls stating they are prepared to make the past due payment amount(17DPD). You advise the customer the delinquent amount is $1053.16, and the late fee amount is $298.16. Customer states they would like to include late fee in the payment as well. Can the customer pay the fees today? What would you advise the customer?
What is No.
AND
What is Mr./Mrs. Customer you are currently 17dpd and outside of the fee payment window of 0-11 days past due so today we won't be able to include the fees with the payment but you may include the fees on next months payment if you make the payment within the fee payment window of 0-11 DPD or before the next months statement is generated.
Customers calls in regarding a payment they made online and wants to know if it had been processed as well as wanted to double check to see which account they used. What sub tab would you go to to find out if payment had processed? Where would you go to see what account the customer used?
What is To verify if a payment has been processed, navigate to the "Web Payments" sub-tab. Click the blue arrow icon to access further details, allowing you to view the account the customer used to complete the payment.