Account
Close a Customer Account
This guide will walk you through the process of closing a customer account in your system. Following these steps ensures that future billing is stopped correctly. Step-by-Step Instructions: Navigate to the Customer's Account: Begin by clicking on the ...
Managing Your Tax Table
This article explains how to build and edit the tax table within our system. Your tax table allows you to configure the various tax rates that apply to your sales. Building Your Tax Table Navigate to the Setup Wizard tab in the software. Within the ...
Creating an Account
To create an account in Cornerstone go to the Customer Icon>Click INSERT Enter the customer name. For Commercial accounts enter the business name in the 'Customer Field.' For Residential accounts enter the last name in the 'Customer Field.' Enter the ...
Search A Phone Number
From the Customer List>Click Searches Icon>Click Phone>Enter full number, including area code, in the 'Customer Telephone Number' field>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to ...
Find Customers
As a practice, Cornerstone recommends using the Customers Icon> Customer Tabs to search for customers. You can search by name, address, central station ID, previous account number, with a wildcard search, check#, invoice# and many more options. Note: ...