SOP Overview

New procedure: On customer card credit is to use the comment section.

Communication between customer and team (For Example: Stop payment on check / Rep has check in possession)

Payments processed (For Example:  initial YC S360243 $200 if credits are used YC S360243, C111323 $150)

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Terminology

Table of Contents

• Step-By-Step Instructions

Documentation and Resources

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Include Step-by-Step Instructions below

Step-By-Step Instructions

1. Go to customer Card.
2. To get to comments go to Tab - Customer - comments.
3. Date will automatically populate.
4. In comment section put your initials (YC) followed by the note what customer said or payment example: initial YC S360243 $200 if credits are used YC S360243, C111323 $150)

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