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, ...

• 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 ...

• 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

• 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) ...