How to run a Customer Recurring Audit
Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring
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Run and View Central Station Audit
Please contact Cornerstone at 847-405-9517 x1 to review the process of generating a Central Station Audit. There are several precursors that take place prior to the generation of the report. Our team will assist you in this process.
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 ...
Create New Recurring Charge
If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...
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 ...
Move Recurring Charge
From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.