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Delete A Recurring Service Reminder
From customer sccount>Select Service Reminders>Highlight Line Item>Click Delete>Click OK
Delete/Discount an Invoice
From customer account> Click Invoice History>Highlight and double click or select the invoice>Click Quick Credit>Apply the pre-tax full amount ( the amount will show on the upper right)>Click dropdown on Credit Category>Insert or Highlight and Select ...
How to Edit a Tokenized Credit Card
When you need to make changes to a credit card that's already on file, especially one that's tokenized, the process is a bit different to ensure your security. Here's a step-by-step guide: Click the pencil icon next to the credit card number you wish ...
Remove a Credit
We do not allow deletion of credits. To remove a discount credit from an invoice>Delete discount credit line item To remove a prepaid credit from an invoice>Click Payments>Delete the $ amount>Click Tab>Click OK>Select YES to return $ amount to ...
Pay an Invoice for Current Day When Autopayment Has Posted
From customer account>Click Invoice History>Highlight and select invoice with future autopay date>Click payments>Highlight the $ amount field>Delete>Click OK>Click yes to clear rest of fields>Click yes to customer still owes>Process payment via ...