Finance – forms.tsi.tools

GPID

Agent Name

Agent Email

Business Name

Package

TSI URL

Market

Service Status

Went Live

Let's get started.

Request Type*

Reason*

Billing Information Change

New Email*

New Name*

New Bill Day*

Change Payment Type

Client Email*

This should be the email that the client wants the ACH form sent to from salesforce.

Upload ACH Form*

Max. file size: 128 MB.

Commission Change / Sales Registration Issue

AE Name*

AE Sales ID*

New Name*

New Sales ID*

Current Primary Seller Name*

Current Primary Seller ID*

New Primary Seller Name*

New Primary Seller ID*

Secondary Seller Name*

Secondary Seller ID*

New Market / Sales Territory*

Please add Agency / Association Name the account should link to.*

Credits, Discounts, Refunds, Free Month, Missed Cancellation

ATTENTION – REQUESTS WILL TAKE UP TO 72 HOURS FOR REVIEW. ALL FREE MONTH, CREDIT, DISCOUNT AND REFUND TICKETS ARE APPROVED BY A SERVICE DIRECTOR AND FINANCE MANAGER. SUBMITTING A TICKET DOES NOT GUARANTEE IT WILL BE APPROVED.

Number of Month(s) Requested*

Total Amount*

Monthly Discount Amount*

Referred Client GPID

Credit Card Authorization

Owner Name*

Owner Email*

Discounted Reactivation

24 TO 48 HOUR TURN-TIME FOR SERVICE REACTIVATION. URGENT REQUESTS SHOULD INCLUDE MANAGER APPROVAL AND A BRIEF EXPLANATION.

IMPORTANT – Time stamped email in FD must confirm any Upgrade / Downgrade / Reactivation.

Reactivation Notes*

GP Reassign

Original GP ID*

New GP ID*

Date*

Invoice Request

Client Email*

OBS Upgrade ONLY

New Package Key

New Price*

OBS Employee ID*

Ownership Change Request

New Owner Name*

New Owner Email*

Package Key Change

New Package Key

Pause Billing

Start Date*

End Date*

Payment Plan

Auto Exclude End Date*

ATTENTION, PLEASE NOTE THE FOLLOWING:

Even if card declines this is now the default card on file.
Auto exclude does not stop an invoice from being ran.
If charge declines, ticket will be closed and a new ticket must be submitted.

How much are we charging today?*

Salesforce Link to Auth Form*

Push Cancellation Date

New Cancellation Date*

Remove Client From Bill Pause / 90 Day No Rank

End Date*

Revive Website

TSI URL*

Revoke Cancellation

ATTENTION: THE CLIENT MUST HAVE A ZERO BALANCE BEFORE CANCELLATION CAN BE REVOKED. IF YOU HAVE NOT COLLECTED ANY PAST DUE OR CURRENT CHARGES, PLEASE DO SO BEFORE SUBMITTING THIS TICKET.

Run Payment

Amount*

Tax Exemption Form

Sales Tax Exemption Certificate Upload*

Max. file size: 16 MB.

W-9 File Upload*

Max. file size: 16 MB.

IHS Request

CC Authorization Form*

Max. file size: 128 MB.

File Upload

File

Drop files here or

Max. file size: 8 MB.

Additional Notes

Notes