Create an Account

How to Create a New Customer Account

Creating a new account is the first step to managing your customers in Cornerstone. Follow these simple steps to get a new account set up in the system.

Step 1: Access the New Account Screen

• Click the Customer icon to open the customer list.

• In the top-left corner, click the INSERT button.

Step 2: Enter Core Customer Information

• Customer Name:

  • For Commercial accounts, enter the full business name in the Customer Field.

  • For Residential accounts, enter the customer's last name.

• Customer Type: Use the dropdown menu to select the correct type: Residential or Commercial.

• Address: Fill in the primary address details.

• Contact Information: Enter the customer's phone number and other relevant contact details.

Step 3: Add an Email and Billing Address (Optional but Recommended)

• Navigate to the Email/Misc tab.

• Email: Enter the customer's email address in the Primary Email Address field. This is the address that will receive invoices and other billing communications if you set up email delivery later.

• Separate Bill-To Address: To add a separate billing address, toggle the Bill-To switch to YES on the main screen, then return to this tab to enter the Bill-To address information.

Step 4: Save the Account

• Click OK to save all the customer information and create the new account.

Step 5: Add a Recurring Charge

After creating the account, you will need to add a recurring charge to enable billing.

• Article: How to Insert a New Recurring Charge

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com