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Gemm Learning Accounting Department

Gemm Learning Accounting Department. Accounting. Billing Cycle Aka: That time of the month…. Prepaid Customers – As sale occurs Monthly customers – 1 st of the month Invoices generated and payment received from monthly and those continuing from prepaid plans

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Gemm Learning Accounting Department

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  1. Gemm Learning AccountingDepartment Accounting

  2. Billing CycleAka: That time of the month… • Prepaid Customers – As sale occurs • Monthly customers – 1st of the month • Invoices generated and payment received from monthly and those continuing from prepaid plans • Anne and Michelle determine who is continuing based on SF “Active Students” • Financing customers – 15th of the month • Payments received • Invoices have been generated at time of sale

  3. Discussion Points • Alternative payment forms • Avoid offering exceptions to recurring payment schedule • Delayed starts – a time bomb – let’s define • Prepay upgrades – when do we offer. Rules? • Financing clients – we NEED personal info. Add Agreement Form to Start Check List. Separate email? • Refunds – whose call? • Communication of requests to Anne via email – no more…Use billing exceptions

  4. ??? Questions from Customers ??? • Balance on my account – Financing • Skip/delay payment – Financing • Change payment method/person paying • Receipts for service • Tax Deductibilty

  5. Human Resources • Vacation Policy • 2 weeks/year • 3 weeks after 3 years of service • 4 weeks after 10 years of service • Timing is important. For Operations, best times are Sep -May. For Sales, best times are July-Aug and Dec. • Sick Leave – stay healthy • Unpaid Leave – Where are you going??

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