1.2 KiB
Executable File
1.2 KiB
Executable File
#Description
As I mentioned on text, I will just explain the idea again so Jim knows what we discussed.
Since Kwesi has created a tracking portal for the Account Managers to track clients, I was suggesting that he could add a feature where we can track USSD monthly fees payments.
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PROBLEM: Once a new client has been quoted for a USSD, they get to pay for one month of USSD monthly fees. They are then supposed to be invoiced after the go live date for 3 months. Most of the times, this transition is not as smooth as we would like it to be. We might forget about the client or the client goes live and the accounts department has no idea that they are active therefore forgetting to invoice the client for monthly fees. -
SOLUTION: on the portal, The account manager could notifying us that the client has gone live and then we could schedule for their next invoice to be issued and we can keep track of the same on the portal. We can also schedule reminders once we start invoicing so we don’t miss them out.
@Jim, you can add on any other ideas if you have any.
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