Send An Account To Collections

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• Set Up Feeder Account

  Master/Feeder relationships consolidate multiple accounts with recurring charges into a single invoice. Individual accounts are identified on the 'master' invoice by name or address. From customer account>Click Recurring Charges>Click Insert. Click ...

• Creating an Account

  To create an account in Cornerstone go to the Customer Icon>Click INSERT Enter the customer name. For Commercial accounts enter the business name in the 'Customer Field.' For Residential accounts enter the last name in the 'Customer Field.' Enter the ...

• 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

• Refund On A Closed Account

  From customer account>Click Invoice History>Highlight Invoice to be Refunded>Click "Refund" in ToolBar>Click "Yes" to Pop Up>Click Ok>Support Note appears>Add reason for Refund>Click Ok to Save

• 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.