Email Template_FIN_New Verco Deals

Owned by Adele Diedericks
Mar 28, 2022
12 min read

Finance New Deal VerCo Email



  • Attach the Signed Quote (without all the service descriptions etc.)

  • Attach the NRC (MRC Pro-rata) invoice

  • CC in the Sales Person

  • CC in Adele (CX)

 

(Intro - all emails)



Dear [CLIENT NAME]



My name is [ETHEL], and I am part of the TForge (Adcon) Finance Team. 



Your newly signed proposal (enter proposal name) just landed with us. I am super excited to see that you will soon start using [Product Name]. You will absolutely love this product.



We want to get the Service Delivery (SD) Team to start with your installation asap... and I bet you also want to get going as soon as possible. 



But before I send your installation ticket to SD, I want to bring to following to your attention:



(Relevant to all D/O clients -- pre-paid and post-paid)

The NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently signed proposal (INSERT QUOTE NAME), will be loaded as a once-off Debit Order (D/O) within the next 24 hours. Kindly ensure that the required funds are available for a successful D/O transaction. The moment I have loaded this D/O transaction, I will send your installation ticket to Service Delivery so that they can jump on it! (it is vital, however, that tonight's D/O goes off successfully). 



(NRC - Relevant to D/O clients using pre-paid voice) 

You will also note that the Sales Team added an amount of R(proposal amount) for Pre-paid Airtime as part of the NRC. This amount will also be loaded as part of the once-off D/O as per the above. This Pre-paid Airtime amount ensures that there will be enough airtime loaded on your voice account to get you started as soon as you go live. If you are a new customer, you might be asking: "How do I load airtime going forward?" Great question (wink) - you will receive a separate Customer Onboarding Pack from our Customer Experience team (if you haven't already) that will show you exactly what to do. 



(MRC - Relevant to D/O clients that use pre-paid voice)

The CLI SPAM Protect Recurring Monthly Charges (MRC), as per the signed proposal, will then be taken monthly by D/O on the 1st of every month to enable the use of these services for the coming month. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will go off your account by D/O on the 1st of the (NEXT MONTH) and be invoiced accordingly. 



(MRC - Relevant to D/O clients - but have post-paid voice)

As for your Recurring Monthly Charges (MRC), as per the signed proposal, all your voice traffic will be billed at the commercials agreed and will be invoiced on the last day of the relevant billing month. We will also invoice you for the Verified Products that are pre-paid for the coming month as part of the same invoice. This invoice amount will then be taken monthly by D/O on the 1st of every month going forward. In your case, all your voice traffic costs for (CURRENT MONTH) and the pre-paid MRC for the Verified Products (for NEXT MONTH) will be invoiced at the end of (CURRENT MONTH) and will go off your account by D/O on the 1st of the (NEXT MONTH). 



(NRC - Relevant EFT Clients - that will not sign D/O - must have Fran's approval -- pre-paid and post-paid)



I am attaching the invoice for the NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently signed proposal (INSERT QUOTE NAME). Kindly make payment as soon as possible using your Account Number (INSERT ACCOUNT NR) as reference. I know you might be eager to start using these services, so as soon as you email me the proof of payment, I'll immediately send your installation ticket to Service Delivery to get the ball rolling with the technical delivery of these services.



(NRC - Relevant to EFT clients that will not pay by D/O -but use pre-paid voice) You will also note that the Sales Team added an amount of R(proposal amount) for Pre-paid Airtime as part of the NRC on the proposal you approved. I also added this amount to the invoice attached. This Pre-paid Airtime amount ensures that there will be enough airtime loaded on your voice account to get you started as soon as you go live. If you are a new customer, you might be asking: "How do I load airtime going forward?" Great question (wink) - you will receive a separate Customer Onboarding Pack from our Customer Experience team (if you haven't already) that will show you exactly what to do. 



(MRC - Relevant to EFT clients that use pre-paid voice)

As for your Recurring Monthly Charges (MRC), as per the signed proposal, we will invoice you for the Verified Products that are pre-paid for the coming month on the last day of every month. This invoice must be paid on the 1st of the following month. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will be invoiced at the end of (CURRENT MONTH) and must be paid via EFT no later than the 1st of (NEXT MONTH). 



(MRC - Relevant to EFT clients - but have post-paid voice)

As for your Recurring Monthly Charges (MRC), as per the signed proposal, all your voice traffic will be billed at the commercials agreed and will be invoiced on the last day of the relevant billing month. We will also invoice you for the Verified Products that are pre-paid for the coming month as part of the same invoice. This invoice must be paid on the 1st of the following month. In your case, all your voice traffic costs for (CURRENT MONTH) and the pre-paid MRC for the Verified Products (for NEXT MONTH) will be invoiced at the end of (CURRENT MONTH) and must be paid via EFT no later than the 1st of (NEXT MONTH). 



(Existing clients using CCC / VD Unlimited: VerCo Standard - D/O for VerCo)



You currently have an existing Call Centre Cloud / VICIdial Unlimited Agreement in place (INSERT QUOTE NUMBER), and the payment terms of that Agreement remain unchanged; an invoice for your active CCC Unlimited User Licenses and the voice calls of your admin staff and the off-peak voice calls made by all the CCC Unlimited Users for a billing month will be sent by the 5th of the following month and is payable on the 20th. 



However, you have opted for CLI SPAM Protect (Standard) in the newly signed proposal (attached). CLI SPAM Protect (Standard) is a pre-paid product where we will use a D/O as the payment method. 



The NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently approved proposal (INSERT QUOTE NUMBER, attached), will be loaded as a once-off Debit Order (D/O) within the next 24 hours. Kindly ensure that the required funds are available for a successful D/O transaction. The moment I have loaded this D/O, I will immediately send your installation ticket to Service Delivery so that they can jump on it! (it is vital, however, that tonight's D/O goes off successfully). 



The Recurring Monthly Charges (MRC) of R(add the MRC as per the quote), as per the signed proposal, will be collected by D/O on the 1st of every month going forward and will be invoiced accordingly. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will go off your account by D/O on the 1st of the (NEXT MONTH). 



(Existing clients using CCC / VD Unlimited: VerCo Standard - EFT for VerCo)



You currently have an existing Call Centre Cloud / VICIdial Unlimited Agreement in place (INSERT QUOTE NUMBER), and the payment terms of that Agreement remain unchanged; an invoice for your active Unlimited User Licenses, the voice calls of your admin staff and the off-peak overflow voice calls made by all the Unlimited Users for a billing month will be sent by the 5th of the following month and is payable on the 20th. 



However, you have opted for CLI SPAM Protect (Standard) in the newly signed proposal (attached). CLI SPAM Protect (Standard) is a pre-paid product where we usually use a D/O on the 1st of every month as the payment method. I see that in your case, you have committed to EFT the CLI SPAM Protect (Standard) MRC on the 1st of every month. 



I am attaching the invoice for the NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently signed proposal (INSERT QUOTE NAME). Kindly make payment as soon as possible using your Account Number (INSERT ACCOUNT NR) as reference. I know you might be eager to start using these services, so as soon as you email me the proof of payment, I'll immediately send your installation ticket to Service Delivery to get the ball rolling with the technical delivery of these services.



The CLI SPAM Protect (Standard) Recurring Monthly Charges (MRC), as per the signed proposal, are pre-paid for the coming month, and we invoice this at month-end and must be paid on the 1st of the following month. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will be invoiced at the end of (CURRENT MONTH) and must be paid via EFT no later than the 1st of (NEXT MONTH). 



So, in essence, you will receive an invoice for CLI SPAM Protect (Standard) that must be paid on the 1st of every month to be able to use the service for the coming month, and you will receive your regular invoice that must be paid on the 20th of each month. 



(Existing clients using CCC / VD Unlimited: VerCo Premium - D/O for VerCo)



You currently have an existing Call Centre Cloud / VICIdial Unlimited Agreement in place (INSERT QUOTE NUMBER), and the payment terms of that Agreement remain unchanged; an invoice for your active CCC Unlimited User Licenses and the voice calls of your admin staff and the off-peak voice calls made by all the CCC Unlimited Users for a billing month will be sent by the 5th of the following month and is payable on the 20th. 



However, you have opted for CLI SPAM Protect (Premium) in the newly signed proposal (attached). CLI SPAM Protect (Premium) is a pre-paid product using Mobile CLI outbound numbers from either Vodacom Business or MTN Business as the voice provider. 



Because Mobile CLI number dialling uses a different and more expensive voice network, you will note two pricing changes on the services you currently have:



  1. We have added an additional R50 to your monthly Call Centre Cloud / VICIdial Unlimited User License fee for active users that will use CLI Spam Protect Premium. This increased Unlimited Agent License fee (R insert new Unlimited fee as per the signed proposal) is only applicable to the Agents that use CLI Spam Protect Premium.

  2. The second change is that we have added another Agent Overflow Voice Trunk only applicable to Agent Overflow voice calls for Unlimited Agents using Mobile CLI Numbers. All the Agent Overflow voice calls made by your Unlimited Agents using fixed-line CLI (as you have been doing up to now) will still use your existing Overflow Voice Trunk at the previously agreed (30c) per minute, thus remaining unchanged. However, the Unlimited Agents using Mobile CLI numbers dialling outside the Peak Dialing Hours will now use a new Agent Overflow Voice Trunk for Mobile CLI numbers at (35c) per minute. 



The commercial terms for the above remain the same; an invoice for your active Unlimited User Licenses (for both fixed-line and mobile CLI users), the voice calls made by your admin staff, and the off-peak Agent Overflow voice calls made by all the Unlimited Users (fixed-line and mobile CLI numbers) for the billing month will be sent to you by the 5th of the following month and is payable on the 20th. 



Your existing products will remain on your current billing and payment terms, as above. However, you have opted for CLI SPAM Protect (Premium) in the newly signed proposal (attached). CLI SPAM Protect (Premium) is a pre-paid product where we use a D/O on the 1st of every month as the payment method.  



The NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently approved proposal (INSERT QUOTE NUMBER, attached), will be loaded as a once-off Debit Order (D/O) within the next 24 hours. Kindly ensure that the required funds are available for a successful D/O transaction. The moment I have loaded this D/O, I will immediately send your installation ticket to Service Delivery so that they can jump on it! (it is vital, however, that tonight's D/O goes off successfully). 



The CLI SPAM Protect (Premium) Recurring Monthly Charges (MRC) of R(add the MRC as per the quote), as per the signed proposal, will be collected by D/O on the 1st of every month going forward and will be invoiced accordingly. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will go off your account by D/O on the 1st of the (NEXT MONTH). 



So, in essence, you will receive an invoice for CLI SPAM Protect (Standard) that must be paid on the 1st of every month to be able to use the service for the coming month, and you will receive your regular invoice that must be paid on the 20th of each month. 



(Existing clients using CCC / VD Unlimited: VerCo Premium - EFT for VerCo)



You currently have an existing Call Centre Cloud / VICIdial Unlimited Agreement in place (INSERT QUOTE NUMBER), and the payment terms of that Agreement remain unchanged; an invoice for your active Unlimited User Licenses, the voice calls of your admin staff and the off-peak Overflow voice calls made by all the Unlimited Users for a billing month will be sent by the 5th of the following month and is payable on the 20th. 



However, you have opted for CLI SPAM Protect (Premium) in the newly signed proposal (attached). CLI SPAM Protect (Premium) is a pre-paid product using Mobile CLI outbound numbers from either Vodacom Business or MTN Business as the voice provider. 



Because Mobile CLI number dialling uses a different and more expensive voice network, you will note two pricing changes on the services you currently have:



  1. We have added an additional R50 to your monthly Unlimited User License fee for active users that will use CLI Spam Protect Premium. This increased Unlimited Agent License fee (R insert new Unlimited fee as per the signed proposal) is only applicable to the Agents that use CLI Spam Protect Premium.

  2. The second change is that we have added another Agent Overflow Voice Trunk only applicable to Agent Overflow voice calls for Agents using Mobile CLI Numbers. All the Agent Overflow voice calls made by your Unlimited Agents using fixed-line CLI (as you have been doing) will still use your existing Overflow Voice Trunk at the previously agreed (30c) per minute, thus remaining unchanged. However, the Unlimited Agents using Mobile CLI numbers dialling outside the Peak Dialing Hours will now use a new Agent Overflow Voice Trunk for Mobile CLI numbers at (35c) per minute. 



The commercial terms for the above remain the same; an invoice for your active CCC Unlimited User Licenses (for both fixed-line and mobile CLI users), the voice calls made by your admin staff, the off-peak Agent Overflow voice calls made by all the Unlimited Users (fixed-line and Mobile CLI numbers) for the billing month will be sent by the 5th of the following month and is payable on the 20th. 



Your existing products will remain on your current billing and payment terms, as above. However, you have opted for CLI SPAM Protect (Premium) in the newly signed proposal (attached). CLI SPAM Protect (Premium) is a pre-paid product where we usually use a D/O on the 1st of every month as the payment method. I see that in your case, you have committed to EFT the CLI SPAM Protect (Premium) MRC on the 1st of every month. 



I am attaching the invoice for the NRC (Non-Recurring Charges, or "once-off" amounts) as well as any Monthly Recurring Pro-rata amounts, as per the recently signed proposal (INSERT QUOTE NAME). Kindly make payment as soon as possible using your Account Number (INSERT ACCOUNT NR) as reference. I know you might be eager to start using these services, so as soon as you email me the proof of payment, I'll immediately send your installation ticket to Service Delivery to get the ball rolling with the technical delivery of these services.



The CLI SPAM Protect (Premium) Recurring Monthly Charges (MRC), as per the signed proposal, are pre-paid for the coming month; we invoice this at month-end and must be paid on the 1st of the following month. In your case, the pre-paid MRC for the Verified Products (for NEXT MONTH) will be invoiced at the end of (CURRENT MONTH) and must be paid via EFT no later than the 1st of (NEXT MONTH). 



So, in essence, you will receive an invoice for CLI SPAM Protect (Premium) that must be paid on the 1st of every month to be able to use the service for the coming month, and you will receive your regular invoice that must be paid on the 20th of each month. 

 

 

(Closing all emails)



Please reach out to me, or the Account Representative that helped you with this proposal should you have any questions. 



With Regards, 



[signature]