Renewal Process

Last updated 7 years ago

First published 22 December, 2016

This is for the renewal process.

English Rating: Above 18 Shortest path: 3 nodes Longest path: 9 nodes Possible solutions: 9

Shelly Ryan Ryan

Does the contractor expire in 60 days? Yes. Auto Email Timeline: Prior to expiring. All persons on account will receive this email notification. Auto Email Timeline: Past expiration date. All persons on account will receive this email notification. Date stamp for all emails will noted in notes section automatically.
45-days Prior to Expiration date, 30 days prior to expiration, 15 days prior to expiration, 5 days prior to expiration date, 5 days prior to expiration date, day before expiration date, date of expiration date.
5 days after, 15 days after, 25 days after, day before grace period ends, day of grace period.
Needs programming.
Has an invoice been sent to the contractor? Yes. No.
Phone calls start 45 days before expiration. Contractor wants to renew over phone. Contractor wants to send check. Contractor doesn't want to renew subscription.
Credit card or check over the phone can be taken. If credit card: pay out invoice in tools, email paid reciept to contractor through tools, renew benefits for 1 year through system, mark as renewed on action item. Contractor wants to pay with check over the phone: Use Auth.net, enter bank info, go to invoice in tools, enter transaction id in notes, close out invoice, email to contractor through tools and mark as paid for action.
Mark for 1 week follow-up if we have not received payment. If paid receipt is sent from accounting, renew benefits for 1 year and mark complete as action.
Did you confirm with the contractor that they would be un-released from all Operators. Yes. No.
Turn off benefits in system and un-release from all Operators.
Let the contractor know they will be un-released and the Operator will be notified. Turn off benefits and un-release.
Create invoice in tools and email to contractor 60 days prior to expiration. Phone calls start 45 days before expiration date. Auto emails through GS are sent at set intervals as long as contractor has not renewed before grace period exp..
See if an invoice was created steps.
No action needed.