A customer paying by DD at the point of contact whose balance will take longer than 91 days to clear.
A customer paying by DD at the point of contact whose balance will take longer than 92 days to clear.
A customer paying cash/cheque at the point of contact whose balance will take longer than the next bill date to clear including those signing up to DD
A customer paying cash/cheque at the point of contact whose balance will not take longer than the next bill date to clear including those signing up to DD
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Check the latest bill is to an actual reading, if it isn’t, ask for a reading and create an up to date bill.
Check to see how many bills are outstanding.
Check the next bill date; will the balance be cleared before then? What is the customer proposing?
Complete a Direct Debit Review.
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