Re-Open a Cancelled Account

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• 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 ...

• 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 ...

• 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.

• Know What Report Will Provide the Open Credits on the Customer Accounts

  Reports>Click Financial Tab>Select Credits By Number>Enter Date Range>Click Dropdown on Credit Status>Select Open>Click Run Report.

• Apply an Over Payment to an Account

  If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged ...