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 Article "Insert a Recurring Charge"
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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
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 ...
Refund On A Closed Account
From customer account>Click Invoice History>Highlight Invoice to be Refunded>Click "Refund" in ToolBar>Click "Yes" to Pop Up>Click Ok>Support Note appears>Add reason for Refund>Click Ok to Save
View Payment Info on Closed Account
From customer account>Click Recurring Charges>Highlight and select the charge>Click View>If autopay, click the pen icon to view full data>Click cancel to escape.
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.