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Move Invoices
From customer account>Click Invoice History> Highlight the invoice>Click move invoice>Click Yes>Click magnifying glass>Search & Select customer>Click OK
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.
Move A Ticket That Has Already Been Invoiced
Go to Tickets Dashboard>Highlight Ticket to be Moved>Click "Reassign">Enter Account Number or Use the Magnifying Glass to Search/Choose Account>Review Check Boxes>Click OK to Complete>If you Selected to Move Equipment a Pop Up Will Appear of ...
Move Recurring Charge
From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.
Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.