What Time Does Cornerstone Generate Invoices
If the date Cornerstone generates your invoices falls on a week day, invoices are generated in the evening after 7 PM CST. If the date falls on a weekend, invoices are generated in the morning, prior to 9 AM CST.
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Email Multiple Open Invoices
From customer account>Click Invoice History>Click Print Options>Select Print Invoices (Product or Recurring)>Enter appropriate date range or invoice# range>Click Run
Re-install Cornerstone
Please contact Cornerstone so we may provide you with an RDP download.
Issue Refund Via Cornerstone
From customer account>Click Invoice History>Highlight the Invoice>Click REFUND>Add details to support note *If pop-up occurs notifying you that the refund must be processed from your office, Cornerstone never received those funds and cannot return ...
Write off all Open Invoices
Click Payments Icon>Click Post Payments>Click magnifying glass>Search & select customer>Click ok>Tag all invoices>Click 'Write Off Tagged Invoices'>Click Yes>Click Yes>Click OK>Click Cancel to exit screen
Go Back To Add Time & Activity On Ticket From Prior Day
On Desktop: Open Customer Record>Click Appt/Svc History>Open Ticket>Click Time Card>Click Insert>if no TecH Assigned Select from Employee ID Field>Enter Time In/Time Out or Total Minutes>Make Sure Rate Code is Selected>Click OK to Save In App as ...