Send An Account To Collections
If you Have an Exisiting Account With ARM Solutions, Click Support Notes from the Customer Record>Click Insert> Click Date Time Stamp>Enter Message in Notes Field "Please send account to ARM Phase 1"Or "Please send account to ARM Phase 2">Click OK to Save
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Close a Customer Account
This guide will walk you through the process of closing a customer account in your system. Following these steps ensures that future billing is stopped correctly. Step-by-Step Instructions: Navigate to the Customer's Account: Begin by clicking on the ...
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
This guide will walk you through the process of reopening a previously closed customer account in your system. Please follow the steps carefully to ensure the account is reactivated correctly and future billing is accurate. Step-by-Step Instructions: ...
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