Table 4. Account Services View Items
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Add Payment Schedule |
Creates a customer's payment schedule. |
Auto Payment / Saver |
Associates an auto payment request with a service request. |
Bank Check |
Requests a replace credit card or an additional card. |
Bill Pay Sign Up |
Creates or changes a customer's bill pay service with a service request. |
Card Services |
Requests issuance of a bank check to a specified payee and his/her address. |
Check Copy Request |
Requests a copy of a check. |
Check Order |
Orders additional checks. |
Close Account |
Closes the specified account. |
Extension |
Records a one-time short extension under an existing contract. Typically, extensions are granted for up to six-months and no new paperwork is required. |
Extra Payment |
Changes a customer's monthly payment schedule or amount. You can use the Service Request Extra Payment view to record the new monthly payment and provide the customer with updated loan information, such as the new term and interest saved. |
Funds Transfer |
Requests a funds transfer. |
Interest/Fee Reversal |
Reverses an interest payment or fee. |
Line Increases |
Increases a customer's credit line or cash limit. |
Lost/Stolen Information |
Records information regarding lost or stolen items, such as credit cards. |
Lump Sum |
Records a lump sum transaction and provides a customer with new monthly terms. This feature allows customers to:
- Reduce the amount of their monthly payment, while maintaining the same terms, or
- Continue paying the same monthly payment while reducing their terms
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Modify Payment Schedule |
Modifies a customer's payment schedule. |
New Assumption |
Records a new assumption if a lease gets traded to a new party, and this party assumes the future payments of the lease. |
Payment Inquiry |
Records information for customers who claim to have made a credit card payment, but the payment has not shown up on their statement. |
Payment Promise |
Records customer payment promises during a collection call or campaign. |
Payoff |
Records a payoff of the lease. |
Payoff Status |
Records a payoff transaction and provides customers with their payoff amounts. |
POS Support |
Handles merchant requests related to credit card point of sales (POS) equipment such as terminal repairs, paper orders, and order signage. |
Quick Pay |
Records check transactions as if the customer had sent the check in as a payment. Customers can provide check information, such as the ABA number, check number, and amount, to expedite a monthly payment. |
Re-lease |
Records the re-lease of the vehicle to the customer. |
Redeem Points |
Records information for customers who want to redeem points. |
Refinance |
Records the refinance request. |
Statement Copy |
Orders a statement copy for customers. |
Stop Payment |
Stops a payment. |
Title Move |
Records moving the title from one party to another. |
Transaction Dispute |
Creates a record of a customer dispute. End users can associate disputes with notes and attachments. |
Wire Transfer |
Provides wire transfer information if applicable. |