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.
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Email Multiple Open Invoices
From customer account>Click Invoice History>Click Print Options>Select Print Invoices (Product or Recurring)>Enter appropriate date range or invoice# range>Click Run
Write off all Open Invoices
Click Payments Icon>Click Post Payments>Click magnifying glass>Search & select customer>Click ok>Tag all invoices>Click 'Write Off Tagged Invoices'>Click Yes>Click Yes>Click OK>Click Cancel to exit screen
What Time Does Cornerstone Generate Invoices
If the date Cornerstone generates your invoices falls on a week day, invoices are generated in the evening after 7 PM CST. If the date falls on a weekend, invoices are generated in the morning, prior to 9 AM CST.
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 ...
Move Invoices
From customer account>Click Invoice History> Highlight the invoice>Click move invoice>Click Yes>Click magnifying glass>Search & Select customer>Click OK