Billing & Payment Procedures
ACH: Automated Clearing House
Customer's may choose to set up recurring debits through their Financial Institution using their Checking or Savings Bank Account. Before entering bank account information, the Billing Verbal Agreement must be read verbatim and the caller's consent ...
TS&R: Secure Agent Payment Group
When all efforts fail to securely capture payment information, TS&R agents will transfer the customer to the Secure Agent Group to manually enter payment details. Scenarios may include: New Enrollments Making a Payment Upsells Options and/or ...
Refund Process
Refunds are processed when a customer has overpaid on their account or is not satisfied with the services rendered. Refunds are automatically processed once the account is cancelled. Examples of Refund Requests Cancellations or agent failed to cancel ...
TS&R Accounts Receivable Guidelines: Addresses
There are times when you will be required to contact the Cinch Accounts Receivable department to assist a customer with billing or refund situations. Billing Issues: Customers erroneously billed the full amount rather than monthly amount. Change Bill ...
Payment Method - Bill Me
New Enrollments: This Payment Method can ONLY be selected IF the customer does not feel comfortable providing a payment method. Bill ME is NOT to be offered upfront as an acceptable payment method for Enrollments. Bill Me is used when the customer ...
Payment Transaction History Date Order
Payment Transaction History Date Order The Payment History is displayed in date order. 1. From the Payment tab, · Select either Enter Payment Only, Update Payment Plan/Billing Mechanism or View Payment Plan/Billing Mechanism ...
Payment History Review
Payment History Review This new feature allows the representative to print and mail, email and/or fax the payment history to the customer. Verify the customer's mailing address, email address and fax number. Make any appropriate updates as ...
Membership Services-Real Time Credit Card Authorization
Membership Services - Real Time Credit Card Authorization Real time credit card payment authorization is processed in the TIMX SCM Payment screen for all products. The scenarios below provide examples of when the payment amount is charged immediately ...
Third Party - Billing and Payment Procedures
Third Party - Billing and Payment Procedures Billing Terms Term Definition Actual Release Date The actual date invoice is printed or file is sent to Credit Card processor (Paymentech) bank or client for processing Base Premium Portion of bill amount ...
Billing
Billing The Billing screen displays the details of the billing schedule and payments applied for the account. The following are instructions on viewing the Billing screen: From the Menu Options screen, select Billing. Billing Screen The Billing ...
Pending Cancellation/Dunning Status Procedure
Accounts often fall into pending cancellation or dunning status for 45 days when a payment(s) are unsuccessful after multiple attempts, or after a customer is no longer eligible for mortgage/utility billing. SCM will display a Red Flag at the top of ...
Sears - Billing and Payment Procedures
Sears - Billing and Payment Procedures Billing Terms Term Definition Actual Release Date The actual date invoice is printed or file is sent to Credit Card processor (Paymentech) bank or client for processing Base Premium Portion of bill amount that ...
Script for Inquiry If Balance Will Be Reported to a Collection Agency
Script for Inquiry If Balance Will Be Reported to a Collection Agency This script is used if a customer wants to know if we are going to report their unpaid balance to a collection agency. ADVISE Mr./Ms. _____, at this time, we are not using an ...
Lesser of Two Contact From Outreach Partner Script
Lesser of Two Contact From Outreach Partner Script This script is used if a customer calls us regarding the outreach contact (letter or call) they received from SKO Brenner. ADVISE - Mr./Ms. _____, at this time, we are not using an external ...
Balance Due from Customer - Procedure
Balance Due from Customer - Procedure The Refund Calculator is used to provide an estimated refund amount when a contract is cancelled, or to determine if the customer owes us money at the time of cancellation. In the TIMX SCM navigation menu, click ...
TIMX SCM Renewal Process
TIMX SCM Renewal Process Renewal Requirements The account cannot have an outstanding balance Payment must be received within thirty (30) days of expiration date If payment has not been received thirty (30) days after the expiration date, the plan can ...
IVR Payment Capture & Consent
The Interactive Voice Payment (IVR) can be used as a “last resort option” if a secure link is unsuccessful or declined by the authorized user. NOTE: If customer refuses to be transferred to the Payment IVR or update/enter payment details in My ...
Process a One-Time Payment
Processing a one-time payment can be triggered by a number of different scenarios: processing a gap payment, adding additional items to a contract, or processing a contract renewal. Open Contract in TIMX SCM Open TIMX SCM, click Enrollment, then ...
Gap Payment Process
Gap Payments are calculated when there is a cancellation, pending cancellation, reinstatement, or renewal. The payment is used to collect funds when payments are missed due to: Refinance Home Paid Off Service Transfer/Client Change Billing Mechanism ...