INTEGRATED TICKETING AND REVENUE COLLECTION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Customer Profile: Retrieve customer contact details and credit status from the Customer Data Model.
[ ] Initialize Support Ticket: Create a new entry in the Tickets Data Model to log the incoming issue.
[ ] Assign Support Agent: Create a task for a Support Representative to investigate the reported issue.
[ ] Update Ticket Status to 'Investigating': Update the status of the specific ticket entry to reflect active work.
[ ] Check Outstanding Invoices: Retrieve all unpaid entries from the Invoices Data Model associated with the customer.
[ ] Calculate Total Debt: Sum the 'Amount Due' property of all unpaid invoices found in the previous step.
[ ] Determine Service Eligibility: Calculate if the customer is eligible for service based on (Total Debt - Credit Limit).
[ ] Notify Customer of Debt: Send an automated email to the customer detailing their outstanding balance.
[ ] Revenue Collection Task: Create a task for the Billing Department to reach out for payment.
[ ] Generate Payment Request: Create a new entry in the Billing Requests Data Model.
[ ] Update Ticket to 'Awaiting Payment': Update the ticket status to reflect that resolution is pending revenue collection.
[ ] Verify Payment Receipt: Scan the Payments Data Model for a new entry matching the Payment Request ID.
[ ] Mark Invoice as Paid: Update the specific Invoice entry status to 'Paid' once verification is successful.
[ ] Resolve Support Ticket: Update the original Ticket entry status to 'Closed/Resolved'.
[ ] Send Payment Confirmation SMS: Send a brief SMS to the customer's phone number confirming the payment was received.
[ ] Monthly Revenue & Ticket Report: Generate a summary report aggregating total recovered revenue and resolved tickets for the period.

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