ChargeOver Customer Management Quiz

What is the first step to create a Customer in ChargeOver?

• Fill out the full name

• Click the orange plus sign

• Select 'Customer > Invoice'

• Enter the Customer's billing information

Which option allows you to add another subscription line for a customer?

• Pencil icon

• Add Another Plan or Product

• More Advanced Options

• Continue

What should you do if a customer's credit card charge is declined?

• Automatically retry the charge

• Cancel the subscription

• Send a payment receipt email

• Notify the customer of payment failure

How can you waive a month for a customer?

• Make Inactive

• Suspend Subscription

• Change Subscription

• Adjust Invoice Date

What is the purpose of the 'Adjust Invoice Date' feature?

• To apply a refund

• To create a new customer

• To suspend a subscription

• To change the billing date

What action should be taken to cancel a customer's account?

• Click on Make Inactive

• Click on Suspend Subscription

• Click on Adjust Invoice Date

• Click on Refund

How do you add a new payment method for a customer?

• Adjust Invoice Date

• Click on Search

• Go to Payment Methods

• Create a new subscription

What is the first step to apply a cancellation fee split across months?

• Click on Payments

• Adjust Invoice Date

• Search customer's name

• Click on New Subscription

What should you do to create a one-time invoice for a device charge?

• Change the subscription plan

• Select 'Device Charge' from the product list

• Adjust the billing date

• Add a new payment method

How do you make a refund for a successful payment?

• Suspend Subscription

• Click on the Payment #

• Cancel Subscription

• Adjust Invoice Date