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Understanding the Recurring Billing Proof Report
The Recurring Billing Proof report is a critical tool that allows you to preview and audit all charges scheduled to be invoiced in the next billing cycle. Running this report before generating invoices helps you proactively identify and fix potential ...
Show Email Invoices
From customer account>Click Correspondence Log>Review any logs where Action=Email & Description includes 'Invoice'
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, ...
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 ...