Budget Billing - Setup and Implementation
2:00 PM - 3:30 PMMon
Cogsdale CSM
Speakers
Adriana Rodic
Business Analyst
Cogsdale
Annie Gates
Senior Consultant
Cogsdale
Learn how the CSM budget billing process works so that you can offer your customers a pre-arranged, monthly payments based on billing history for services provided. This session will help you gain a fundamental understanding of regular vs. levelized budget billing and how to define and set up budget policies and plans for your customers.