Delete A Recurring Service Reminder
From customer sccount>Select Service Reminders>Highlight Line Item>Click Delete>Click OK
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Service Reminders & Reminder Report
How to Use Service Reminders and the Reminder Report: 1. Setting Up Service Reminders: Navigate to the customer requiring an inspection reminder. Locate the Service Reminders section. Insert & configure the reminder details, including the date, time, ...
Prorate a Recurring Charge
From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>Select Y to Pro-rate>Add Pro-ration date in ...
Insert a Recurring Charge
From customer account>Click Recurring Charges>Click INSERT Click the magnifying glass to select an RMR code>Select or Insert Code Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration ...
Insert a Recurring Charge
From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration ...
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 ...