Look up Billing Cycle of a Customer

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• Bill a New Customer When the Billing Cycle Has Passed

  Assuming the recurring charges have been created>From customer account>Click Invoice History>Click Insert>Click Recurring Automatic>Click OK

• Pause Billing for an Open Account

  There are a few different approaches to pausing billing on an account. If you know when the customer would like to re-up>Select the Customer>Click Credit History>Click Insert>Enter the Pre-tax amount>Select ' Discount' as Type>Click the magnifying ...

• Create an Invoice for a Past Cycle

  Assuming the recurring charges have been created>From customer account>Click Invoice History>Click Insert>Click Recurring Automatic>Click OK

• Apply Progress Billing to an Invoice

  You can only apply progress billing from a ticket. Alternatively, insert text line item with % amount on the invoice.

• Review Customer Equipment From App

  From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List