Tell the Difference Between Revenue and Receipts
Revenue is what was billed (Generate Invoice History Report)
Receipts are payments received (Generate Cash Receipts Report)
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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 ...
Service Reminders & Reminder Report
How to Use Service Reminders and the Reminder Report: 1. Setting Up Service Reminders: Navigate to the customer requiring an inspection reminder. Locate the Service Reminders section. Insert & configure the reminder details, including the date, time, ...
Managing Your Tax Table
This article explains how to build and edit the tax table within our system. Your tax table allows you to configure the various tax rates that apply to your sales. Building Your Tax Table Navigate to the Setup Wizard tab in the software. Within the ...