Category: Billing Internal KB
How to open a ticket:
Tickets are generally opened for payment reminders and incomplete payments while purchasing a trial. For Overdue payment reminder For Incomplete trial payments
Customer Note able to add a card:
How to check where the customer’s credit is used in his account
How to check whether the customer has done the email verification
How to add sub-contacts to the client profile
How to add/delete a credit card
How to create a discounted Invoice
How to create a manual invoice
How to add tags to the chat segmentation over every client case open over live chat
In the case of escalating the query to another colleague, prepend ‘Escalated’ to the name of the designated person and seamlessly reassign the chat to ensure a smooth transition.