Refund On A Closed 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 ...

• 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 ...

• Request A Refund From A Credit

  From customer account> Click Support Notes>Open the Original Note That was Set for Credit>Click Time/Date Stamp>Type request to issue refund>Set Call Status as "To Corner">Set Disposition to "Open"

• 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.

• 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