Run and View Central Station Audit

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• How to run a Customer Recurring Audit

  Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring

• View The Work Orders That Were Completed And Know If They Were Invoiced Or Not.

  From Reports: Service/Parts Tab>Select Ticket Log>Enter Date (closed) From and To Parameters>Job Status "Completed">Click Run From Calendar: Click List View>Enter Sch. Start & Sch. End Dates>Select Status of Closed>Click Refresh>Invoiced Tickets Will ...

• View Inventory Per Location

  Click Report Icon>Click Service/Parts Tab>Select Inventory Log - Physical>Select Inventory Location>Click Run Report

• 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.

• View and Show Customer Past Payments and Invoices

  From customer account>Click Invoice History>Click Print Options>Click Invoice History>Enter Date Range & Filters if applicable>Click Run