Wednesday, December 26, 2012

Phone Report

Admin billing (MIKE): any request I want, or the customer request: like check request, invoice to customer, a facsimile of check, payment history Subject: property & ps # Hello, enliven email the invoice to Malissa; send whatever to whoever at wherever Cash applied: look at everyday Need: corp customer name (mgmt) Customer name (property) Entry case: if they paid… Invoice applied Invoice date: get liberate of Mar& Apr (billing date) NO due date Applied amt (how untold money we gather upd on account) Original invoice amt slight (remaining) Invoice balance Corp customer name sort by AZ PM: receive only if collection e-mail; only receive friendly reminder, the preventative… Sales man: receive Cancel pending, schedule to drop, e-invoicing, reinstatement… quite a little to 2 invoices, extend them Down to 1 invoice, save them Cancel an account: go to store specialist Contract: unceasingly find at the mgmt. direct… its to a lower place notes to a lower place set apartment (safes force) Contract is always platinum or silver (under order history under mgmt. train) 1) Under order history at the property level (to find out what year) after 2009 2) Go to mgmt. company under notes and attachment to find the contract No change of mgmt. to the 3rd political party collector.
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Only non pmt to the 3rd party Canceled in April, Write of in whitethorn… (always WO in the next month they canceled) Monday: contact pending cancel and already canceled BOA CASHPRO:2563 is lockbox for CV under BOA sure-enough(a) way BOA: user name: same Password: nbrollb2 2563 dawn CDROM Use when refund, or customer said misapplied Refund: reap the check Need: batch ID & seq #, find from query Then go to F drive Need 2 checks elusive copy scratch query too Misapplied: send e-mail to arsupervisor Cc kim, susan; attach refund form & query Pending cancels: print at the beg of the month Print at the very end of the month Print every week Steps: Send client with 3 invoices hearty reminder first (Friday);call back Tue or Wed. second non-pmt e-mail, include... If you want to get a full essay, order it on our website: Ordercustompaper.com

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