Bill to Address Search
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
Related Articles
Get out of Address Validation W/O Making Changes
Click Cancel instead of Update. This allows you to save the address on the customer record without making updates.Search A Phone Number
From the Customer List>Click Searches Icon>Click Phone>Enter full number, including area code, in the 'Customer Telephone Number' field>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to ...Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.Change Next Bill Date
From customer account>Click Recurring Charges Tab>Highlight and double click or select the charge>Update the Next Date Field>Click OK to saveUSPS Address Validation