Zippity
If the Zippy Wallet status is 'Inactive' what does this mean?
The member is not actively being billed through Zippy.
What does it mean to be Direct-Billed?
It means a member is billed directly by Zion HealthShare, not through a company, affiliate, or marketing organization.
'Membership Contributions' section within the Zoho Household.
True or False: For a member to be billed by Zippy, there must be a 'Zippy Wallet Created' date and the payment processors must be set as 'Zippy' in Zoho.
True
True or False: Direct Billed members are currently billed through two software programs, Hint and Zippy.
False. Hint is our previous billing system, and we have transitioned all members to Zippy.
True or False: Zippy transactions may appear as 'EWallet Receiver' on members' bank statements.
False. Membership contributions billed by Zippy will appear as 'Zion Healthshare' in bank accounts.
What field will you view to determine when a member will be billed next?
'Contribution Date' field.
What field will you view the last 4 digits of a member's payment method?
'Last 4 of Payment' field.
What field will you view to determine if a member uses a bank account or debit/credit card?
The 'Payment Type' field.
Debit/Credit Card = Card
Bank Account = ACH
Fill in the blank: If a contribution fails, it will be reattempted for the next ___ days after the member's billing date.
3.
Fill in the blank: Zoho automatically sends members an invoice __ days before their contribution date to notify them of their upcoming payment.
3.
Fill in the blank: Zippy does not automatically provide members with a detailed invoice or payment confirmation. If a member requests an invoice, the _____ team can send one manually.
The Admin Team! Send an email to mcadmin@zionhealthshare.org.
Jack Sparrow calls in, and you notice a 'Past Due' tag on his household and that his recent contribution was 'Unsuccessful.' What will you tell him?
"We haven’t received your contribution for this month. Would you like to update your payment method to keep your membership active?"
Squidward Tentacles calls in with billing questions. You see his Zippy wallet is inactive, but he is a Direct Billed member. What should you do next?
Review if this member called in to withdraw the membership, if they were withdrawn due to non-payment, or if its an error then reach out to Admin to review.
Jack Sparrow, a Direct Billed member, calls in requesting to update his payment method. What should you do?
Most members can update their payment method in the portal. This should be the first step always. If it does not work for them, they can be transferred to an admin agent for assistance.