Write off all Open Invoices

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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

• 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.

• Re-open an Account Closed By Mistake

  From customer account>Highlight date in the Closed Field>Delete date>Click OK>Click YES to Re-Open>Click Recurring Charges>Select the closed RMR >If the payment info remains the same>Click copy Note: To enter a new RMR and payment method>See Our ...

• Pause Billing for an Open Account

  There are a few different approaches to pausing billing on an account. If you know when the customer would like to re-up>Select the Customer>Click Credit History>Click Insert>Enter the Pre-tax amount>Select ' Discount' as Type>Click the magnifying ...

• Know What Report Will Provide the Open Credits on the Customer Accounts

  Reports>Click Financial Tab>Select Credits By Number>Enter Date Range>Click Dropdown on Credit Status>Select Open>Click Run Report.