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 Change>Toggle 'Taxable' from N to Y>Click OK>Click Close>Click OK to save account
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Change the Tax Rate on Invoice
From customer account>Click Invoice History>Highlight and select>Click the magnifying glass next to Tax Code>Search & select proper code Note: If invoice was exempt or set to tax=NO>Highlight the line item>Update to taxable>Click OK>Click OK>Click OK
Managing Your Tax Table
This article explains how to build and edit the tax table within our system. Your tax table allows you to configure the various tax rates that apply to your sales. Building Your Tax Table Navigate to the Setup Wizard tab in the software. Within the ...
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 save
Change Sender and Reply Address
Please complete our form and Cornerstone will make the needed adjustments: https://service952349.typeform.com/to/bdolmqxO
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 ...