Change Sender and Reply Address
Please complete our form and Cornerstone will make the needed adjustments: https://service952349.typeform.com/to/bdolmqxO
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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
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 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.
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.
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