Customer Requesting Change of Payment Method- FAQ- Accounting

1. Search the customers ID number in PIC to determine the customer type: 
   • If the customer is Budget Blinds download the correct form:
     1. US IS Payment Info
     2. CA IS Payment Info
   • If the customer is not Budget Blinds, download this form: PD Payment Info 
2. Fill out the form for the customer, or offer to send the form to them to fill out and send back. 
3. Once the form is filled out or received back, open the file and select the Mark Up button, then the Add Text button, and type in the customer’s ePIC number inside the text box that appears  
   • If the customer has an invoice that is ready to pay, the new payment method can be added in right away.  If they do not have an open invoice, accounting will delete the current payment method and then add the new one as soon as they have an open invoice. 

4. Next, close out of the document and change the file name to PIC + customer ID (i.e PIC123) drag and drop the new file into the “Completed Forms” folder located In Daily Files - Documents/Account Applications and Payment/Completed Forms 

4. 5. Notify Tara in Accounting that the form is there for her review, and let her know any needed details such as, the credit card should only be used as a one time payment, etc. 

5.