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

• 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 ...

• Update the Billing Method for Recurring Charges

  This guide explains how to change the payment method for a customer's scheduled recurring charges. This is useful when a customer wants to switch from manual payments to autopay, or change the credit card or bank account used for automatic payments. ...

• 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 ...

• Close a Customer Account

  This guide will walk you through the process of closing a customer account in your system. Following these steps ensures that future billing is stopped correctly. Step-by-Step Instructions: Navigate to the Customer's Account: Begin by clicking on the ...