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Knowledge base
Managing Your Customers (2)
Customer Record (34)
Close a Customer Account
Managing Your Tax Table
Creating an Account
View all 34
Billing & Payments (48)
Make a Payment via AlarmPayments.com
How to Change or Remove a Late Fee on an Invoice
Locate Funds from Prepaid Credits
View all 48
Managing Your Cornerstone Account (5)
Users & Access (5)
Change Sender and Reply Address
Turn off Statements
Inactivate an Employee
View all 5
Fees & Deposits (2)
Review Recap Fees and their Details
Find Out How Much Chargebacks Are
Onboarding (2)
Understanding and Utilizing Credit Card Surcharging
Portal.io Integration FAQ
Security & Compliance (1)
Stop the System from Kicking Me Out
Cornerstone Processes (1)
What Time Does Cornerstone Generate Invoices
Cornerstone Features (7)
Mobile App (2)
Review Customer Equipment From App
How to View Your Assigned Appointments
Calendar & Tickets (10)
How to Delete an Employee's Time Card
How to Use Service Reminders and the Reminder Report
How to Delete a Service Reminder
View all 10
Billing Plus (1)
How to Send an Account to ARM Solutions
Inventory (3)
How to Run an Inventory Log - Physical Report
How to Verify Part Printing on Invoices and Service Tickets
Suppress Part Ids From The Invoice
Emails & Letters (2)
How to Edit and Preview a Letter Template
How to Send a Mass Email to Customers
Rate Increase (1)
Implement a Rate Increase
Reports (7)
How to Run a Customer Recurring Audit Report
How to Use the Recurring Research Tool
Understanding Revenue vs. Receipts
View all 7