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ACCOUNT
MANAGEMENT
AT A CUSTOMER’S HOME
Future After you follow the steps for dealing with a past-due account,
prevent future past-due renewals by:
Renewals • Selling the customer on making future renewals on time
• Helping the customer understand that it is their responsibility to
call when they have a problem so we can work together to resolve
the issue
• Updating the customer’s contact information so that future
contact is easier for both parties
Manual Though not encouraged, there are times when you’ll need to take
payments in the field. Often referred to as a “milk run”, field payments
Receipts are typically accepted only for customers who:
• Are sick
• Are elderly or without transportation
• You’ve made multiple attempts to collect on without luck, until now
Manual receipts, also called “hand receipts”, will be used when you’re out in the field – for pickups, for
deliveries, and for field payments. Follow these guidelines to make sure you get everything all squared away
when filling out the manual receipt for a customer.
No. 13385250
Lucy Adams
CUSTOMER
CHECK ADDRESS 8033 Melbourne Rd. 2432
PAID FOR APT
M.O
CASH Contract No. Last Due Date Next Due Date RENT
X $32.00
4565 04/14/13 05/11/13
PICK UP OTHER
BRAND Whirlpool DELIVERY TAX $2.00 CUSTOMER COPY
PROMO CODE 678 PRODUCT TYPE Double Door Fridge BRAND Whirlpool TOTAL $34.00
EV170NLYLQ00
MODEL SERIAL P1614167 EV170NLYLQ00
SERIAL # P1614167 NO. MODEL
U8930-KJRE
ITEM # U8930-KJRE
UNIT NO.
PAST DUE RENT $32.00
CUSTOMER WRITTEN
SIGNATURE: LUCY ADAMS BY: ROBERT WHITE
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