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PROJECTS DIGITAL PRESENTATION

aldesa training depa

Created on September 6, 2023

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Transcript

PRICING OPTIONS

Credit Score: E-Z and has not made 12 consecutive payments

Credit Score: A-D

Credit Score: E-Z and has made 12 consecutive payments

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+info

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Where to check the consecutive payments?

If the credit score is E-Z and hasn't made 12 months of consecutive payments, then they have to do both options: Upfront option and Renewal option
If the credit score is A-D, then the customer has two options: the upfront option or the renewal option, but then again, we should always offer the upfront option first.
You can check if the customer has made or has not made 12 consecutive payments on the Accounting tab in Pando's Action Shelf. The payment type is should only be "Payment".
If the credit score is E-Z and has already made 12 months of consecutive payments, then they will only have one option: Upfront option.