Deputy Finance Upskill Training

Which among the following is not a Subscription Amendment option?

• Editing a Product

• Adding a Product

• Updating a Product

• Removing a Product

Customer accounts can be locked and unlocked directly in ___?

• Deputy Portal

• Salesforce

• Zuora

• Zendesk Corp

When applying an external payment, the payment method should be ______.

• Bank Transfer

• Paid Transfer

• External Transfer

• Wire Transfer

What command do we utilize when the customer is unable to downgrade their account?

• Salesforce

• Aladdin

• Genie

• Zuora

When unlocking an account, log into SFDC to locate the Deputy account by searching for the ____ or URL.

• Customer name

• Account name

• System Administrator

• Account subscription

In trial account conversions, the ____ should be marked as the start of the current month.

• Contract effective date

• Billing effective date

• Invoice effective date

• Account effective date

When downgrading the account, check the subscription in Zuora and it should listed as ____?

• Deactivated

• Cancelled

• Downgraded

• Inactive

Send a refund request to the Accounts payable team at ____
with the details and supporting documentation on the refund

• [e-mail]

• [e-mail]

• [e-mail]

• [e-mail]

When refunding customers who have a payment method on file, insert a ____ for the refund and description in the comment box

• Reason code

• Macro

• Issue Type

• Subcategory

This is used when the customer will still be required to make a payment on the outstanding balance.

• Create Refund

• Create refund and adjust invoice items

• Payment

• Refund amount