Find Where Funds Were Sent from Prepaid Credits

Find Where Funds Were Sent from Prepaid Credits

From customer account>Click Credit History>Highlight the credit in question>Review the bottom section, "Credit Activity." Alternatively, Click Reports>Click Financial Tab>Select Credits By Number>Enter the Credit # in "Credit # Range (Min) & (Max) fields>Click Run Report>View details

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    • Move Credits from another Account to Apply to Open Balance

      From an account>Click Credit History>Select the Credit>Select magnifying glass>Select Account>Click OK. Go to the other account>Click Invoice History>Highlight Invoice>Click Apply Credits>Enter Amount>Click OK to apply.

    • Find Out What Do Not Honor Credit Card Decline Means

      Do not Honor (05) is the most common and general message for card transactions that are declined by the Bank. It indicates that the Issuing Bank will not validate the transaction. It is caused by many factors such as mistyping, insufficient funds, ...

    • Know What Report Will Provide the Open Credits on the Customer Accounts

      Reports>Click Financial Tab>Select Credits By Number>Enter Date Range>Click Dropdown on Credit Status>Select Open>Click Run Report.

    • Find Customers

      As a practice, Cornerstone recommends using the Customers Icon> Customer Tabs to search for customers. You can search by name, address, central station ID, previous account number, with a wildcard search, check#, invoice# and many more options. Note: ...

    • 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.