Related Articles
Void a Duplicate Payment
Please contact Cornerstone at 847-405-9517 x1 to request a payment be voided.
Post one Payment to two Accounts
If accounts are RELATED: Click Payments Icon>Click the magnifying glass>Search & select customer>Tag accounts/invoices>Click 'Apply Payment to Tagged Invoices' If accounts are NOT RELATED: From customer account>Click Invoice History>Highlight the 1st ...
Apply an Over Payment to an Account
If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged ...
See Expiration on Credit Card
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Under the Billing Method you will find the expiration date for the card on file
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 ...