Create an Email Blast to All Customers with Recurring
Click Inquiry/Mail Icon>Click Customer Inquiry/Mail Merge>Document Type=Email>Click Billing Search Tab>Enter "*" in Recurring Code field>Click Search>Click dropdown for 'Which Email Address' & Select Primary, Secondary, Both, or Service>Enter Subject>Enter Email Body. If you have a PDF attachment please contact Cornerstone so we can place it in the correct folder path to be included/attached when you generate the emails.
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Create New Recurring Charge
If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...
Update the Billing Method for Recurring Charges
This guide explains how to change the payment method for a customer's scheduled recurring charges. This is useful when a customer wants to switch from manual payments to autopay, or change the credit card or bank account used for automatic payments. ...
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 ...
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 ...
Setup Recurring Charge Table
To setup your recurring charge table, navigate to the Setup Wizard>Recurring Charges tab>Setup Recurring Charge Table. To create a new charge, click Insert. To edit an existing charge, highlight the charge and click Change.