Customer Tag
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| Using skip tracing | 08/26/14 |
|
15 mins | This tutorial will teach you how to tweak general skip tracing settings at the individual customer's account level. |
| Creating a customer | 08/29/14 |
|
30 mins | You will learn how to create a customer. |
| How to create a new payment plan | 09/02/14 |
|
15 mins | This tutorial will teach you how to create a new payment plan.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to freeze a customer's payment plan | 09/02/14 |
|
15 mins | In this tutorial you will learn how to freeze a customer's payment plan. |
| Creating a new payment for a customer | 09/18/14 |
|
15 mins | This tutorial will teach you how to create a new payment.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to access customer’s self-service portal | 11/11/14 |
|
15 mins | This easy quick guide will teach you how to access customer’s self-service portal. |
| How to create a scheduled payment | 04/28/16 |
|
15 mins | In this tutorial we are going to learn how to create a scheduled payment for a customer. |
| How to reverse a customer's invoice | 12/17/16 |
|
15 mins | In this easy tutorial we will learn how to reverse a customer's invoice. |
| Creating a customer | 05/20/20 |
|
30 mins | You will learn how to create a new customer. |
| Adding a new bank account and payment card to a customer account in the console gateway | 05/20/20 |
|
30 mins | You will learn how to add a new bank account and payment card to a customer account. |
| Creating a billing plan | 05/20/20 |
|
30 mins | You will learn how to create a billing plan. |
| Creating a subscription | 05/20/20 |
|
30 mins | You will learn how to create a subscription. |
| Adding a payment on the invoice | 05/20/20 |
|
30 mins | You will learn how to add an invoice and process it.
|
| Adding a credit | 05/20/20 |
|
30 mins | You will learn how to add a credit. |
| How to freeze a subscription | 05/20/20 |
|
30 mins | You will learn how to cancel a subscription with effective date, then we are going to uncancel it and finally we are going to freeze it for month. |
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