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Re-Open a Cancelled Account
This guide will walk you through the process of reopening a previously closed customer account in your system. Please follow the steps carefully to ensure the account is reactivated correctly and future billing is accurate. Step-by-Step Instructions: ...
Use Recurring Research tool
You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...
See Invoices That Generated for a Specific Set of Accounts All At once
Reports>Financial or Month End Tab>Invoice History>Select "Account Range" under 'Select Report Filter'>Enter Account Range>Click Run Report Note: This method is for a range of account numbers. If you are looking for accounts that are not in a ...
Reassign a Ticket
Click the Ticket Icon>Highlight the ticket>Click Reassign>Click magnifying glass>Search for customer>Double click or click select>Click OK Alternatively, from inside an account>Click Apt/Svc History tab>Click Tickets Tab>Highlight Ticket>Click ...
Add PO In Ticket to Appear on Invoice
From customer account>Click Appt/Svc history> Click Insert Ticket>Click Reference tab> Add PO# in the PO box
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