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Providing Billing History to Customers - Tax Season

Providing Billing History to Customers - Tax Season

Owned by Rafael Gonzalez
Last updated: Jan 17, 2025
2 min read

Background: With tax season approaching, homeowners may request invoice history more frequently. This document will help agents on how to handle these requests by providing billing history information from the Launch Platform

IMPORTANT: Although we are assisting the customer in obtaining their billing history, this does not mean we will provide tax advice or tax information.

EverBright does NOT offer tax advice. For more details or specific questions about tax credits, homeowners should consult their tax preparer

If the customer has questions about the Federal Solar Tax Credit, please refer to the following article: (Click Here)

Process:

Step

Action

Step

Action

1

 

2

  • After authentication; Warm Transfer the call to the Resolution Specialist Queue

Ensure that the Resolution Specialist is available to assist the customer

3

  • Is the Resolution Specialist Available?

IF YES:

  • Complete the Warm Transfer and Stop

 

IF NOT:

  • Go to step 4

 

4

  • Create a Case in SalesForce

Primary Reason:

  • General HO Inquiry

Secondary Reason:

  • Tax/Credits

 

5

  • Then; Create a Case Assignment with Resolution Specialist

 

  • Explain to the customer that we will be working on their request and we will be contacting them back with a resolution within the next 24-48 Business Hours

 

  • Provide the Case Number to the customer

    • Then Stop

 

6

Resolution Specialist Procedure:

  • Log into the Launch Portal and search for the Homeowner’s Account

  • Scroll down to the “Loan Information” section and click on the Loan ID Number

 

image-20250116-211842.png

 

  • A new window will open

    • Locate the “Conversion Information” in the Details box

 

image-20250116-212004.png

 

  • Scroll down until you find the “Billing History” Section

 

 

  • Take a screenshot of the Billing History section only.

 

 

  • Send Via Email the Screenshot to the customer

    • Send the Screenshot to the customer through DFO by using the Quick Response named as (Billing History Request)

 

  • Finally Close the Case Assignment and the Case

    • Make sure to include in Notes the Resolution Details befor closing the case