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 Have an Invoice Icon in Column I
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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 Inventory Per Location
Click Report Icon>Click Service/Parts Tab>Select Inventory Log - Physical>Select Inventory Location>Click Run Report
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.
Move A Ticket That Has Already Been Invoiced
Go to Tickets Dashboard>Highlight Ticket to be Moved>Click "Reassign">Enter Account Number or Use the Magnifying Glass to Search/Choose Account>Review Check Boxes>Click OK to Complete>If you Selected to Move Equipment a Pop Up Will Appear of ...
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