Remove Recurring Billings
From customer account>Click Recurring Charges>Highlight and select the charge(s)>Click the calendar for the Stop Date>Enter Date>Click OK>Click OK to save.
Note: If you enter a stop date greater than or equal to the current Next Date, Cornerstone WILL generate the next invoice for that customer. Stop dates need to be at least 1 day prior to the current Next Date if you do not want the next invoice to generate.
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Setup Recurring Charge Table
To setup your recurring charge table, navigate to the Setup Wizard>Recurring Charges tab>Setup Recurring Charge Table. To create a new charge, click Insert. To edit an existing charge, highlight the charge and click Change.
Create New Recurring Charge
If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...
Use Recurring Research tool
You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...
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.
Remove RMR
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Enter a date in the Stop Date field>Click OK to save