Edits
Re-Open a Cancelled Account
This guide will walk you through the process of reopening a previously closed customer account in your system. Please follow the steps carefully to ensure the account is reactivated correctly and future billing is accurate. Step-by-Step Instructions: ...
Get out of Address Validation W/O Making Changes
Click Cancel instead of Update. This allows you to save the address on the customer record without making updates.
Change from Tax Exempt to Taxable
From customer account>Uncheck Tax Exempt box>Click the magnifying glass on County/MapID>Highlight county>Click Select. If the tax code does not exist>Click Insert to create>Follow above. Click Recurring Charges Tab>Highlight each recurring item>Click ...
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 ...
Change the Tax Rate on Invoice
From customer account>Click Invoice History>Highlight and select>Click the magnifying glass next to Tax Code>Search & select proper code Note: If invoice was exempt or set to tax=NO>Highlight the line item>Update to taxable>Click OK>Click OK>Click OK
See Who and When an Account Was Created
From customer account>Select Email/Misc. tab>Review Date and User ID on far bottom right corner
Change Zip Codes On Mailed Out Invoices
On Customer Record> Edit Zip Code on General Screen>If account has Bill-To Address Click the Email/Misc Tab>Edit Zip Code in Bill To Zip Field>Click OK to save.