Why "Dealer" In a M/F Account Showed $0 Dollars When the Invoices Show Money on them
Master accounts will have a DEALER charge set to $0 as this is how the software knows to pull the correlating feeder RMR. Please do not stop date or attempt to remove the DEALER charge. For further questions on master feeders, please contact us at 847-405-9517 x1.
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Show Email Invoices
From customer account>Click Correspondence Log>Review any logs where Action=Email & Description includes 'Invoice'
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
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
Apply an Over Payment to an Account
If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged ...
Why Does an Invoice Show Paid Before the Payment Post Date
If an account is on autopay, the invoice will show a future posted PAID invoice in the invoice history. From customer account>Click Invoice History>Highlight and select or double click invoice>Click Payments to review details