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Change payment frequency (Customer calls and request to change their…
Change payment frequency
Customer calls and request to change their payment frequency
Are there any payments in progress or rejected?
Yes
Advise the customer we are unable to proceed with the change until the payments are up to date
Arrange a callback :checkered_flag:
No
What is the current payment frequency
Annual
What would the customer like to change their frequency to?
Monthly
Create endorsement // 'Change Of Payment Frequency'
In 'Frequency' use the up arrow and select 'Monthly'
1 more item...
Fortnightly
Create endorsement // 'Change Of Payment Frequency' :
In 'Frequency' use the up arrow and select 'Fortnightly'
1 more item...
Fortnightly
What would the customer like to change their frequency to?
Annual
Monthly
Monthly
What would the customer like to change their frequency to?
Annual
Fortnightly