Changing the message to customer on invoice when enrolled in auto-pay
When our customers, who are set up for auto-pay, have a bill generated, the statement that gets printed and mailed to them has a message in the body of the statement that says, "Your Credit Card will be charged on <DATE>". That message says ...
Ideally- I would like to see the CFCAA payments work similar to the way deposits work. 1) CSR Posts $X to the electric fund. 2) when the bill generates, ADG “pulls” funds and applies the credit to the electric fun. Step 2 would repeat until all fu...
This would help when identifying customers who are cash only, have to reestablish good payment history, or have deposit still due. Currently location is the only warning note we can use. When looking at account/location inquiry the warning note do...
Filtering UBS accounts and employee profiles to show the last modified account or files on top. or have a report to sort by the last date of modification, change or review. This could also help with work orders to see how long the account is in li...
ADD AN OPTION TO CHANGE THE ADDRESSEE ON AN NSF LETTER WITHOUT HAVING TO REMOVE THE NAME OF THE ACCOUNT HOLDER. OFTEN PAYMENTS ARE MADE BY SOMEONE OTHER THAN THE OWNER OF THE ACCOUNT AND THIS WOULD ELIMINATE THE POSSIBILTY OF FORGETTING TO CHANGE ...