Bill a New Customer When the Billing Cycle Has Passed

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• Look up Billing Cycle of a Customer

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  Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked

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• Pause Billing for an Open Account

  There are a few different approaches to pausing billing on an account. If you know when the customer would like to re-up>Select the Customer>Click Credit History>Click Insert>Enter the Pre-tax amount>Select ' Discount' as Type>Click the magnifying ...