Billing Escalation Form
Use this form to Escalate to Billing
Your Name
*
Please Select
Alexis Calderon
Bennah Eliseo
Carlos Acosta
Daniel Lee
Daniel Mendizabal
David Arteaga
David Cerro
Dominick Horvath
Eli Roark
Jeremy Harrison
Jesus Rubio
Josue Castaneda
Juan Manuel Solano Quintero
Kennedy Smith
Lasonia Brady
Laura Cuadros
Laura Diaz
Leonardo Motta
Matt Fournier
Marcio Hurst
Nicole Torres
Samantha Sarco
Tanner Mullen
Ximena Jimenez
Other
Pick your name from the list.
Name of the Company
*
Tenant ID
*
Tenant ID can be found on DJ, if no ID mark 00000
ChargeBee ID
You can find the ChargeBee ID under Close ChargeBee ID value, or on DJ. If there isn't a ChargeBee ID use this default one: 169xptUAxb7in2nSQ
What is this issue about?
*
Please Select
Cancellation Request/ Verification
Refund Request / Charge Dispute
Win Back Extension
Seasonal Pause Request
Coupon Creation
Coupon/Promotion Application
Specialized Session Charge
Payment Method Issue
Multiple Account Issue
Feature Add/Remove
Plan Downgrade/Upgrade
Invoice/Receipt Request
Account Reactivation
Account Access Issue
Sales Enquiry
Request Information
Report Sync Issue
Other (Please Describe)
Please feel free to share anything else you might need to bring more context to the issue at hand.
*
Origination for the request
*
Please Select
Intercom
Email
Phone Call
SMS
Close
Slack
Sales Team
Eli/ Tanner
Onboarding
Other
Intercom Link/URL
Please use the link for the client on Intercom conversation. If there isn't an Intercom link, use the default one: https://app.intercom.com/a/inbox/ll6rpfqs/inbox/conversation/215469805292307?view=List
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Close Link/URL
*
Please use the link for the client on Close, if there is no Close account. If there isn't a Close link use this default one: https://app.close.com/lead/lead_oyGWAun2PaHvZkwPt5nJtImkugrd1uq7XJS86TSuxmu/
Submit
Should be Empty: