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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 ...
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 ...