What’s My Remaining Balance? When’s My Next Payment

SOP: Retrieving Client Financial Information

Objective

To provide accurate information on a client's remaining balance and next payment due date.

Key Steps

1. Access Salesforce and locate the client's itinerary.
2. Navigate to the client's portal.
3. Click on the "Invoices" tab.
4. Review the table to find the Remaining Balance.
5. Locate the payment section to identify the next payment due date.

Cautionary Notes

• Ensure accuracy when providing financial information to clients.
• Double-check the amounts and due dates before communicating with the client.

Tips for Efficiency

• Familiarize yourself with the navigation in Salesforce to quickly locate client information.
• Offer assistance in making payments online or over the phone for a seamless experience for the client.