Change from Default of Email
From customer account>Click Recurring Charges>Highlight & select or double click the charge>If Billing Method = Email, select dropdown>Select alternate method. If email copy: primary, secondary, or both are toggled on>Select dropdown>Select Email Copy: None.
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Change Invoice from Email to Print and Print to Email
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Select Billing Method Dropdown>Select alternate method. If email copy: primary, secondary, or both are toggled on>Select dropdown>Select Email Copy: None. If ...
Email an Aging Report
Click Reports>Click Financial Tab>Click Aging>Click Email Setup>Enter Email>Click OK>Define appropriate filters>Click Run Report>Click Email
Show Email Invoices
From customer account>Click Correspondence Log>Review any logs where Action=Email & Description includes 'Invoice'
Change Zip Codes On Mailed Out Invoices
On Customer Record> Edit Zip Code on General Screen>If account has Bill-To Address Click the Email/Misc Tab>Edit Zip Code in Bill To Zip Field>Click OK to save.
Change from Tax Exempt to Taxable
From customer account>Uncheck Tax Exempt box>Click the magnifying glass on County/MapID>Highlight county>Click Select. If the tax code does not exist>Click Insert to create>Follow above. Click Recurring Charges Tab>Highlight each recurring item>Click ...