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

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• 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, ...

• 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 ...

• Closing Master or Feeder Accounts

  Closing Master or Feeder Accounts Master/Feeder relationships are used to consolidate recurring charges from multiple individual accounts onto a single invoice. On the 'master' invoice, individual accounts are typically identified by their name or ...

• Post one Payment to two Accounts

  If accounts are RELATED: Click Payments Icon>Click the magnifying glass>Search & select customer>Tag accounts/invoices>Click 'Apply Payment to Tagged Invoices' If accounts are NOT RELATED: From customer account>Click Invoice History>Highlight the 1st ...

• Re-Open a Cancelled Account

  This guide will walk you through the process of reopening a previously closed customer account in your system. Please follow the steps carefully to ensure the account is reactivated correctly and future billing is accurate. Step-by-Step Instructions: ...