Recurring
Closing Master or Feeder Accounts
Closing Master or Feeder Accounts Master/Feeder relationships are used to consolidate recurring charges from multiple individual accounts onto a single invoice. On the 'master' invoice, individual accounts are typically identified by their name or ...
Move Recurring Charge
From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.
Master Feeders Vs Related Accounts
Master/Feeder relationships consolidate multiple accounts with recurring charges into a single invoice. Individual accounts are identified on the 'master' invoice by name or address. For setup instructions, refer to our article HERE. Related accounts ...
Setup Recurring Charge Table
To setup your recurring charge table, navigate to the Setup Wizard>Recurring Charges tab>Setup Recurring Charge Table. To create a new charge, click Insert. To edit an existing charge, highlight the charge and click Change.
Bill to Address Search
Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked
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 ...
Change Next Bill Date
From customer account>Click Recurring Charges Tab>Highlight and double click or select the charge>Update the Next Date Field>Click OK to save
Insert a Recurring Charge
From customer account>Click Recurring Charges>Click INSERT Click the magnifying glass to select an RMR code>Select or Insert Code Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration ...
Remove RMR
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Enter a date in the Stop Date field>Click OK to save
Change from Default of Email
From customer account>Click Recurring Charges>Highlight & select or double click the charge>If Billing Method = Email, select dropdown>Select alternate method. If email copy: primary, secondary, or both are toggled on>Select dropdown>Select Email ...
Change Invoice from Email to Print and Print to Email
From customer account>Click Recurring Charges>Highlight & select or double click the charge>Select Billing Method Dropdown>Select alternate method. If email copy: primary, secondary, or both are toggled on>Select dropdown>Select Email Copy: None. If ...
Look up Billing Cycle of a Customer
From customer account>Click Recurring Charges>Review the column 'Cycle' for B, M, S, Q, A. B: Bi-weekly M: Monthly S: Semi-Annual Q: Quarterly A: Annual
Prorate a Recurring Charge
From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>Select Y to Pro-rate>Add Pro-ration date in ...
Insert a Recurring Charge
From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration ...
See what my Autopay Date is
From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field
Bill a New Customer When the Billing Cycle Has Passed
Assuming the recurring charges have been created>From customer account>Click Invoice History>Click Insert>Click Recurring Automatic>Click OK
Create New Recurring Charge
If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...
Remove Recurring Billings
From customer account>Click Recurring Charges>Highlight and select the charge(s)>Click the calendar for the Stop Date>Enter Date>Click OK>Click OK to save. Note: If you enter a stop date greater than or equal to the current Next Date, Cornerstone ...