Related Articles
Issue Refund Via Cornerstone
From customer account>Click Invoice History>Highlight the Invoice>Click REFUND>Add details to support note *If pop-up occurs notifying you that the refund must be processed from your office, Cornerstone never received those funds and cannot return ...
Re-open an Account Closed By Mistake
From customer account>Highlight date in the Closed Field>Delete date>Click OK>Click YES to Re-Open>Click Recurring Charges>Select the closed RMR >If the payment info remains the same>Click copy Note: To enter a new RMR and payment method>See Our ...
What Time Does Cornerstone Generate Invoices
If the date Cornerstone generates your invoices falls on a week day, invoices are generated in the evening after 7 PM CST. If the date falls on a weekend, invoices are generated in the morning, prior to 9 AM CST.
Re-Open a Cancelled Account
Click Customer Icon>Search and select the closed account>Highlight the closed date>Delete>Click OK>Click YES when prompted "…reopen this account?">Click OK>Go back into the account & create the recurring charges for future invoicing
See if Customer Paid Through Cornerstone
If the customer paid via alarmpayments.com>Click Invoice History>Check for a blue "A" for a pending transaction (pending still) If the customer paid via check>Click Reports>Click Financial Tab>Select>Check Ledger>Enter Date Range>Enter Check ...