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ACCOUNT

MANAGEMENT

AT A CUSTOMER’S HOME

Payment: Return:
• Write the customer’s information on the receipt, • Write the customer’s information on the receipt,
including name, agreement and amount of including name and agreement
payment • Fill out the product information from the
information on your Field Sheet
• Write the next due date for the customer on the
receipt • Discuss Payment Protection and write the agreed-
upon re-delivery date at the top of the receipt
• Have the customer sign the receipt
• Have the customer sign the receipt
• Coworker (you) must sign the receipt
• Coworker (you) must sign the receipt ACCOUNT MANAGEMENT / AT A CUSTOMER'S HOME
• Give the customer the white copy of the receipt
• Give the customer the white copy of the receipt
• Enter the payment in the POS system upon
returning to the store
• Give the pink copy of the receipt to the store
• Attach the pink receipt to the Audit Detail report manager upon returning to the store
when it is generated

Now you try! DID
KNOW?
YOU
Pull up 4 recent transactions in the POS system and
use the information to fill out the manual receipts Your Field Sheets are likely to
on the following pages! need for receipts, but if there is
have all of the information you

any information you are missing,
call your store!

Transaction 1:

Transaction 2:

Transaction 3:

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