Manual
Document Creation in TIMX
All on-phone associates are able to generate certain
documents for customers and members as part of the call interaction.
There is no longer a need to enter a Quickbase task for the offline team
to manually create the requested documents.
Name of Documents Generated From TIMX
|
Previous Document Name in Quickbase
|
Payment
Confirmation Receipt
|
Paid
Receipt/Invoice
|
Balance Due
Invoice
|
Balance Due
Notice
|
Multi Year
Invoice
|
Multi Year
Invoice
|
Procedures
Dates Available for Use

Procedures
Payment Confirmation Receipt (Quickbase Paid
Receipt/Invoice)




Communication
method can be email, or a printed version can be created. Always try to
send via email. Regular mail should only be used when an email address
cannot be provided.

Balance Due Invoice (Quickbase Balance Due Notice)




Communication
method can be email, or a printed version can be created. Always try to
send via email. Regular mail should only be used when an email address
cannot be provided.
The
ability to send to multiple email addresses at once is also available.

Multi-Year Invoice
- After
creating new warranties (or opening existing warranties) select the “Options”
button. Make sure all of the options you want to have showing on this
invoice are on the summary list (and make sure you have the correct
deductible showing as well). For Options, there is no way to set up any
options for only one or some of the years.
- enter
the request in Quickbase as a Manual Invoice
- Seller
Air & Heat will appear on the invoice above year one if it is
selected in the SHW.
- Select
“Save” to confirm your selections.
- Remember
the purchase type (BDW, etc.) as you will need this later.
Advise
the customer the invoice will be generated within 48 hours. If the
invoice is needed immediately, send an email to
HMSServiceCenter@cinchhs.com with Urgent in the Subject line.

- Either go back to the main TIMX
screen or open a new TIMX session. Select “HMS” in the menu bar, and
then select “Manual Documents” in the dropdown menu.

- Select
“Multi Year Invoice”.

- Enter
the Contract Number. When entering the Renewal Year, keep in mind the
first year of the policy is Year 0 (Zero). Please see the chart below as a
guide to entering the correct amount of time.Select the Purchase
Type, and then select the “Print” radio button followed by the
“Submit” button.

5.
Why choose Print? So that you can view the invoice to make sure
the math works, the years are right and the customer and agent information is
on point. If the years look off, go back to the previous screen to fix the
years. If anything else here looks off, you’ll have to go back to the
enrollment screen to make the change. Once you are done viewing the document
just close the window.

6.
Back at the Manual Documents screen, select “Multi Year Invoice”
again.

7.
Reenter the Contract Number, the Renewal Year, the Purchase
Type, and this time select “Email” radio button. Enter the email
address you want to send this to, and finally select the “Submit” button
again.

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