Related Articles
Post a Payment
How Do I Post a Payment? Here's a step-by-step guide on how to post payments received in your office. There are two main methods depending on whether the payment is for a single invoice or multiple invoices. Method 1: Posting a Payment to a Single ...
Find Where a Check Posted
From the Customer List>Click Searches Icon>Click Check#>Enter #>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to contact their bank to run a trace.
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 ...
Find out when I am Refunded
From customer account>Support Log>Highlight and select or double click>Review support note listing details of refund..
Find Out How Much Chargebacks Are
The fees for a chargeback will appear on your month-end recap. You can view the report, with proper access, by clicking on Reports>Click Monthly Reports>Select and View the month in question>See Fee Section on Recap