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CALIFORNIA
ENERGY
COMMISSIONCUSTOMER
CREDIT
SUBACCOUNTSeventh EditionGUIDEBOOKVolume 4MAY 2003
P50003047V4Gray Davis, GovernorCALIFORNIA
ENERGY
COMMISSION
William J. Geese
Chairman
Robert Parnell
Arthur
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How to fill out customer credit subaccount
How to fill out customer credit subaccount
01
To fill out a customer credit subaccount, follow these steps:
02
Login to the customer credit management system.
03
Navigate to the 'Subaccounts' section.
04
Click on 'Create New Subaccount'.
05
Fill in the required information such as customer name, contact details, and credit limit.
06
Save the subaccount details.
07
Optionally, you can add additional information like billing address, payment terms, and any relevant notes.
08
Review the filled out information to ensure accuracy.
09
Submit the subaccount form.
10
The customer credit subaccount has now been successfully filled out.
Who needs customer credit subaccount?
01
Customer credit subaccounts are typically used by businesses that offer credit facilities to their customers.
02
These subaccounts allow businesses to track and manage the credit limits and balances for individual customers.
03
They are especially useful for businesses that provide ongoing services or products on credit, allowing them to maintain a detailed record of customer credit transactions.
04
Customer credit subaccounts are also helpful for businesses that need to generate periodic statements or invoices for their customers based on their credit balances.
05
In summary, any business that extends credit to its customers can benefit from using customer credit subaccounts.
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What is customer credit subaccount?
Customer credit subaccount is a detailed record of a customer's credit activity within a larger account.
Who is required to file customer credit subaccount?
Financial institutions and lenders are required to file customer credit subaccount.
How to fill out customer credit subaccount?
Customer credit subaccount should be filled out with accurate and up-to-date information regarding a customer's credit transactions and history.
What is the purpose of customer credit subaccount?
The purpose of customer credit subaccount is to track and monitor a customer's credit activity for risk management and compliance purposes.
What information must be reported on customer credit subaccount?
Information such as customer's credit limit, outstanding balance, payment history, and any credit inquiries must be reported on customer credit subaccount.
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