Update Closing Date

Update Closing Date

Update Closing Date

Updating the Closing Date occurs when the initial closing date has been delayed or changed and needs to be updated.  This can only be initiated when funding has not been received by HMS.  If funding has been received, the Closing Date tab will be greyed out and not available.  The customer/agent needs to provide closing documentation (send to AR).  The existing contract must be cancelled (Quickbase) and AR will process a new enrollment with the correct date.

 

1.     From the TIMX Warranty screen, Click on the “Clsng Date” tab located on the bottom right of the screen.  If the tab is greyed out, seek assistance from supervisor.

 

2.     Once the Closing Date screen appears, enter the new closing date & click OK.

 

3.     For the change to appear on account you must first Save & Exit account

 

 


 

4.     Go back into the contract & the closing date change will appear

 

5.     Visifax or Email Confirmation Invoice

6.     Document notes in the Communication History Log.

 

 



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