See if Customer Paid Through Cornerstone
If the customer paid via alarmpayments.com>Click Invoice History>Check for a blue "A" for a pending transaction (pending still)
If the customer paid via check>Click Reports>Click Financial Tab>Select>Check Ledger>Enter Date Range>Enter Check Number>Check Prepaid Credit Box>Run
Alternatively, Click Reports>Click Financial Tab>Select Cash Receipts>Enter Date Range>Filter on Specific Customer>Run
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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 ...
Why Does an Invoice Show Paid Before the Payment Post Date
If an account is on autopay, the invoice will show a future posted PAID invoice in the invoice history. From customer account>Click Invoice History>Highlight and select or double click invoice>Click Payments to review details
Adjust Paid Invoice
If invoice was created in this month: From customer account>Click Invoice History>Highlight and select Invoice>Click Payments>Highlight & delete amount field>Click Ok>Click Yes To Clear Payment Fields>Click Ok>Pop up will Appear That Customer still ...
Re-install Cornerstone
Please contact Cornerstone so we may provide you with an RDP download.
See if Payment Processed
If a payment was processed via Alarmpayments.com>From customer account>Click Correspondence Log>Review items where Action=Apay & the Response Note. *AlarmPay Did Not Update = Complete steps to submit payment were not taken *ACH payments are not ...