Billing
Once a finops inquiry case has been resolved, What is the next step?
it will be reassigned to the original sender for completion as a closed case
PPA customers are eligible to purchase their system on ____.
the five (5) year anniversary of the beginning of the Term and every anniversary after the five (5) year anniversary
After creating your billing case(finops inquiry) what is the second case you would create?
A visibility
When purchasing the system what are PPA customers required to do?
They are required to submit a written request to purchase the system no more than 3 and no less than 1 month prior to the 5 year anniversary of the Term. The start of the term is defined as the PTO date.
When assisting a customer with a add/remove signer amendment. How many cases do you need to create?
Two cases.
Contract Final and Visibility
When creating a finops inquiry case, who should the case be assigned to?
The Billing Team
What makes a PPA customer eligible to purchase the system?
If it is less than three months and more than 1 month prior to the five (5 year) anniversary of the Term, ask the customer to send (via email or snail mail) you a written request to purchase the system
What Use-link would we use in grid to pull up a customers billing information?
Common Assets
What if the customer wishes to purchase the system outside of the contractual timelines?
After you've created the PPA Purchase Request for Portfolio Management, submit a request for early purchase using the below email template and send to payoff@tesla.com. All request sent via email must include your direct Supervisor. If approved, Portfolio Management will document the approval in the case you created for the payoff request.
The customer must be pass the 5 year mark and outside of the eligibility timeline in order to qualify for a early purchase request
If the name of the person remaining on the contract is not the credit passer. What steps would you take to assist the customer?
We cannot leave a contract without a credit passer.
Possible Customer Options:
1) Name to remain on agreement will need to pass credit before we remove the requested name that is the current credit passer. In this case you will need to speak to the other customer name on the agreement, get their approval that they are open to having credit ran, and then credit will need to be ran. (See TEMPORARY CREDIT PROCESS below).
2) IF there is another party that could pass credit and is willing to be added to the agreement, perhaps they could be added. In this case you will need to speak with the new contact, get their approval that they are open to having the check ran and to be added to the agreement, and then credit will need to be ran. (See TEMPORARY CREDIT PROCESS below). If they pass we will complete an add signer first, then a remove signer.
What is the process flow for creating a finops inquiry case on grid?
ECS General
Billing
Payment Request
Research Request
Once you've received the documented approval from Portfolio Management, what is your next steps?
your next step is to request for the Payoff invoice to be generated using the FinOps Research Request case
What is the due date for most of our monthly payments?
The 1st of the month or the 10th of the month.
If customer is requesting for another date, please transfer to billing to discuss further
To aid FinOps in quickly locating the approval and cost of the payoff amount, be sure to add ____.
the Portfolio Management case ID to your FinOps Research Request.
What tracker should we document so billing can follow up with the customer to assist with a credit check.
The Credit Tracker form.
ECS GENERAL
BILLING
PAYMENT
One time Payment- ACH
One time payment - Credit/Debit
How does the customer pay for their system they are requesting to purchase?
Can ECS set up ACH payments on a customers account
False
Only billing can set up a customer with ACH payments.
Customer also has the option to set up ACH through the Tesla Website
What folder will the Purchase Option Statement be in?
The Purchase Option Statement will be saved in the AMG folder.
List the subject,source, queue, sub queue, status, flow status and owner when creating a contract final case for a add/remove signer amendment?
Subject:Add / Remove Signer Amendment
Source:Customer
Queue:Contract - Final
Subqueue:CV: Additional Waiver
Status: Open
Flow Status:Open: No Work Done
Owner:
Click Auto Assign (TBA Docs)
Queue: Finops Inquiry
Sub Queue: Use the list above based off customer issue
Owner: Billing Team (billingteam)
Source: Internal
Flow Status: No Work Done
How long is the Purchase Option Statement good for?
The Purchase Option Statement is valid for 2 months. The exact time period will be listed within the statement for reference.
What payment method can ECS add to the account.
Can ECS can add a checking or savings account.
ECS cannot add a debit or credit card, customer must be transferred to billing and or add their card information on the tesla website.
ECS is able to process payments with payment methods that are already on file.
Who prepares the FMV appraisal?
The appraisal is done by a third party independent appraiser. Ensure that you do not name any company as a “source” for recommendations or any Tesla affiliation with a particular company when customers need/want to financially appraise their solar system.
Where would you go to confirm who the credit passer is on the account?
Tesla Current
Check SalesForce Tab
Credit passer will show approved.