Collections role play Please write script of conversation

Ask a friend, family member, colleague or a MCI student mentor to assist you in this role play.

You are employed as an accounts clerk for Riskco. You have noticed on the bank statement that your customer Wana has underpaid your invoice by a considerable amount. You must phone the CEO Nena Ban of Wana and discuss the underpayment of the invoice. The CEO wants to drop the cash difference around to your office. However, you must persuade the CEO that you would prefer them to deposit the funds via EFT rather than cash for security reasons. ease see the below bank statement for Riskco, invoice to Wana and role play check list to assist you in this task.

Customer invoice

Performance Task 5 Collections role play (Audio or video) Ask a friend, family member, colleague or a MCI student mentor to assist you in this role play. You are employed as an accounts clerk for Riskco. You have noticed on the bank statement that your customer Wana has underpaid your invoice by a considerable amount. You must phone the CEO Nena Ban of Wana and discuss the underpayment of the invoice. The CEO wants to drop the cash difference around to your office. However, you must persuade the CEO that you would prefer them to deposit the funds via EFT rather than cash for security reasons. Your role play should be approximately ten minutes. Once the role play recording is finalised you must upload the role play recording to this task. Please see the below bank statement for Riskco, invoice to Wana and role play check list to assist you in this task Customer invoice Tax Invoice Riskco Pty Ltd Level 4 23 Hunter Street SYDNEY NSW 2000 ABN 11 11 11 17111 Phone: 1300 050 544 Email: enquiries@riskco.com.au Website: www.riskco.com.au Bill to: Level 4, 23 Hunter Street Sydney NSW 2000 Invoice date: 31.7.19 Wana Pty Ltd Invoice number: 1 ABN: 11 22 33 444 Client number: 1 Phone: 1000 000 000 Email: info@wanna.com.au For Risk Management services for the month of July 19. Total net of GST $ 15,500 GST $ 1,550 The total is inclusive of GST $ 17,050 Payment details Direct credit Bank: Wealth Bank BSB: 111 111 Account No: 123 111 Trading terms are 30 days net of invoice date. Thank you for your business. August 19 bank statement Wealth Bank Australia Limited For assistance phone: 111 111 ABN 21 111 111 111 www.wealthbank.com.au AFSL Licence number 221 GPB Box 11,000 Brisbane QLD 4001Riskco Pty Ltd Level 4, 23 Hunter Street Sydney NSW 2000 ABN: 11 11 11 111 11 Phone: 1300 050 544 Email: enquiries@riskco.com.au Statement period: 1 August 2019 to 31 August 2019 BSB: 111 111 Account: 123 111 Opening balance: $29,313,33 Date Description Debit Credit Balance 1-Aug-19 Opening balance $29,313.33 10-Aug-19 TeleMCI direct debit $322.90 $28,990.43 15-Aug-19 Rental payment realestatemci Pty Ltd $1,200.00 $27,790.43 17-Aug-19 Payment invoice 1 Wanna $6,050.00 $33,840.43 28-Aug-19 Rental payment realestatemci Pty Ltd $1,200.00 $32,640.43 30-Aug-19 Wealth Bank credit card Papa Insurance $3,520.00 $29,120.43 31-Aug-19 Withdrawal petty cash $336.60 $28,783.83 31-Aug-19 Wealth Bank credit card Adem Mar $1,450.00 $27,201.83 31-Aug-19 ATO PAYG reference code 4929292 $3,787.00 $23,414.83 31-Aug-19 Salaries $10,879.67 $12 535.16 31-Aug-19 Closing balance $12,535.16 The oral submission is reviewed using the following checklist. Performance descriptor Not applicable Satisfactory Not satisfactory Comments Clearly communicate to the customer the discrepancy Identifying and applying the appropriate security and safety precautions for banking methods by suggesting that funds transfer would be the best option Reconciling banking documents with the customer invoice Checking that the electronic payment is valid Identify and help the customer correct errors Record videos " Attach files Save