View Inventory Per Location
Click Report Icon>Click Service/Parts Tab>Select Inventory Log - Physical>Select Inventory Location>Click Run Report
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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.
View The Work Orders That Were Completed And Know If They Were Invoiced Or Not.
From Reports: Service/Parts Tab>Select Ticket Log>Enter Date (closed) From and To Parameters>Job Status "Completed">Click Run From Calendar: Click List View>Enter Sch. Start & Sch. End Dates>Select Status of Closed>Click Refresh>Invoiced Tickets Will ...
Run and View Central Station Audit
Please contact Cornerstone at 847-405-9517 x1 to review the process of generating a Central Station Audit. There are several precursors that take place prior to the generation of the report. Our team will assist you in this process.
View and Show Customer Past Payments and Invoices
From customer account>Click Invoice History>Click Print Options>Click Invoice History>Enter Date Range & Filters if applicable>Click Run
Show Parts On The Invoice
Click Inventory>Inventory List>Double Click on the part in the parts List>Verify that the "Print on Invoice" & "Print on Service Ticket" Boxes are Checked