Invoicing
The customer is upset that they have to pay an additional $2 per month. What is the solution?
How do we enroll them in E-statements?
Where should customers mail their monthly invoice checks?
Where is the P.O. Box in Dallas, TX?
What tab would an agent look under to find any fees a customer has applied to their account?
What is the Orders tab under Orders and Subscriptions
Which department handles all cash adjustments?
What is Treasury?
The internal grace period allotted to all Spruce customers
What are three days?
Customer claims that they receive their invoices one day before they're due. What system can I use to verify this information?
What is Venture?
When the customer has checks automatically sent to Spruce every month from their bank on a selected date
What is bill pay?
To find the rate we are currently charging the customer, what tab would you look under?
What is the Subscriptions tab under Orders and Subscriptions
Department that can take partial payments
Who is Asset Recovery?
What dept handles all non-cash adjustments?
What is Billing Ops
What is the amount of the fee customers have to pay when paying over the phone with an agent?
What is $5.75
What is considered substantial proof for a missing check payment?
What is the front and back of the check?
What occurs when a customer's subscription is suspended?
What is the account is placed on stop billing?
A customer still has a credit on their account after selling their home. What is the resolution?
What is a refund?
Customer pays their bill within their grace period and still receives a late fee.
A PPA being billed in December is actually paying for which month's production?
What is October's production?
Check payments are considered to be what "type" of payment?
What is an external payment?
The tab on the left-hand side to enroll the customer into the online portal
What is the Marketplace tab?
The amount the customer would have to pay if they pay five days after their grace period
What is $25
The rate on the contract does not match the rate we have in Zuora
What is a rate discrepancy?
When enrolling a customer in the online portal, into which two fields should the customer's email be entered?
What is the personal and work email under the contacts tab?
What is considered substantial proof for an electronic payment?
What is a copy of their bank statement, with the charge, customer's name, and date of the transaction?
Where to verify if a customer has received any credits
What is the credit memo tab?
After taking a payment over the phone, what should the agent do next?
What is create a debit memo?
The customer is charged twice on a single monthly invoice. What procedure would be necessary?
What is a manual adjustment?