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CXone Expert Clone Site 216

Billing & Promotional Adjustments

Billing & Promotional Adjustments

Student Promotional Pricing

Plan Standard Student Price Savings Period
Essential $45 $30 $15/month 12 months renewable
Unlimited $80 $50 $30/month 12 months renewable

Common Billing Inquiries

Bill Discrepancy Investigation

  1. Review current and previous bills in CRM
  2. Verify promotional discount is applied correctly
  3. Check for pro-rata charges, overages, or add-ons
  4. Explain charges line-by-line to customer

Promotional Discount Issues

Issue Cause Resolution
Standard rate from activation Verification not processed Submit verification, backdate discount, issue credit
Discount stopped mid-contract Verification expired Resubmit verification, reapply going forward
Discount removed after plan change Changed to non-student plan Explain impact, offer to switch back if eligible

Processing Adjustments

Adjustment Authorization Levels

Amount Type Authorization
$0-50 Credit/Debit Frontline Agent
$51-200 Credit Team Leader
$51-200 Debit Collections Team
$201+ Any Manager Approval

Adjustment Steps

  1. Verify adjustment is warranted
  2. Calculate precise amount
  3. Obtain required authorization
  4. Process in system with clear description
  5. Notify customer via email
  6. Document in case notes

Student Verification Management

Annual Re-Verification Timeline

  • 60 days before expiry: First email reminder
  • 30 days before expiry: Second reminder + SMS
  • 7 days before expiry: Final warning
  • Expiry date: Pricing reverts to standard
  • 30-day grace period: Can backdate if verified within this window

Verification Process

  1. Customer submits student ID, enrollment letter, or .edu email
  2. Agent reviews and approves in system (24-48 hours)
  3. System extends promotional period 12 months
  4. Customer receives confirmation with new expiry date
  5. If in grace period, credit issued for standard-rate charges

Data Overage Handling

Plan Included Data Overage Rate Cap
Essential 20GB $10/GB $100 max
Plus 50GB $10/GB $100 max
Unlimited Unlimited N/A N/A

Dispute Resolution: Review usage details, identify source (streaming, tethering, roaming), explain $100 cap, suggest plan upgrade or data bolt-on. Consider 50% goodwill credit for first-time overage.

Payment Plan Options

Short-Term Extension

  • 7-14 day payment extension
  • Available twice per year
  • Late fee may be waived

Payment Plan

  • Split $100-500 balance over 2-3 installments
  • Must maintain current payments while paying arrears
  • $10 setup fee

Financial Hardship

  • Customized arrangement up to 6 months
  • May include plan downgrade or payment reduction
  • Requires documentation of hardship

Non-Payment Consequences

Days Overdue Action Service Impact Fees
1-7 Reminder email/SMS None None
8-14 Payment reminder call None $10 late fee
15-21 Final notice Warning $15 collection fee
22+ Service suspended Outgoing blocked $30 reconnection
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