Reports
Understanding the Recurring Billing Proof Report
The Recurring Billing Proof report is a critical tool that allows you to preview and audit all charges scheduled to be invoiced in the next billing cycle. Running this report before generating invoices helps you proactively identify and fix potential ...
Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.
How to run a Customer Recurring Audit
Reports>Customer Tab>Customer Recurring Audit>Select appropriate filters i.e., Open accounts w/ active recurring vs. Open accounts w/ and w/o recurring
Use Recurring Research tool
You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...
Tell the Difference Between Revenue and Receipts
Revenue is what was billed (Generate Invoice History Report) Receipts are payments received (Generate Cash Receipts Report)
Run and View Central Station Audit
Please contact Cornerstone at 847-405-9517 x1 to review the process of generating a Central Station Audit. There are several precursors that take place prior to the generation of the report. Our team will assist you in this process.
Email an Aging Report
Click Reports>Click Financial Tab>Click Aging>Click Email Setup>Enter Email>Click OK>Define appropriate filters>Click Run Report>Click Email
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.
See Invoices That Generated for a Specific Set of Accounts All At once
Reports>Financial or Month End Tab>Invoice History>Select "Account Range" under 'Select Report Filter'>Enter Account Range>Click Run Report Note: This method is for a range of account numbers. If you are looking for accounts that are not in a ...