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Remove RMR
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Enter a date in the Stop Date field>Click OK to save
Implement a Rate Increase
Please contact Cornerstone as we have a utility that mass increases RMR based on your defined filters.
Re-open an Account Closed By Mistake
From customer account>Highlight date in the Closed Field>Delete date>Click OK>Click YES to Re-Open>Click Recurring Charges>Select the closed RMR >If the payment info remains the same>Click copy Note: To enter a new RMR and payment method>See Our ...
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 ...
Use Recurring Research tool
You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...