How to Stop a Customer's Email Invoice

Overview

This article explains how to change the billing method on an individual recurring charge (RMR) record in Cornerstone. You may need to do this when a customer switches from credit card or ACH to printed invoices, or when you want to suppress email delivery for a specific charge. The change is made at the recurring charge level — not at the account level — which allows different charges on the same account to use different delivery methods.

Step 1 — Open the Customer Record

Locate and open the customer account in Customer Maintenance. Once the Customer Maintenance screen is open, click Recurring Charges in the left-hand navigation panel to display the list of recurring charge records for that account.

Step 2 — Select the Recurring Charge to Update

The Recurring Charges screen displays all RMR records for the account, including each charge's sequence number, code, cycle, next date, charge amount, tax status, stop date, cost, monthly total, current billing method, and post-on date. Identify the specific recurring charge record you need to update, then click Change in the left-hand action panel to open that record for editing.

Step 3 — Change the Billing Method

With the Recurring Charge record open on the General tab, locate the Billing Options section. Use the Billing Method dropdown to select the new billing method for this charge. The previous method is displayed in the Billing Method (Prev) field for reference.

1. Billing Method dropdown — Select the desired method (e.g., Printer, Credit Card, ACH, Email).
2. Billing Method (Prev) — This read-only field displays the method that was previously assigned to this charge (e.g., Visa).
3. Post On — Confirm or adjust the posting date if needed (e.g., Post on 15th).
4. Post Payment To Invoice — Verify the setting is correct (e.g., YES).
5. Email Copy — Adjust the email copy preference as required (see Step 4 below).
6. Click OK to save the change.

Step 4 — Update the Email Copy Setting (If Required)

If the new billing method is Printer and you do not want an email copy of the invoice sent to the customer, you must also update the Email Copy field. By default, this may be set to Email Copy: Primary, which would still send an email notification even when printing is selected as the billing method.

1. Locate the Email Copy field in the Billing Options section of the Recurring Charge record.
2. Change the value from Email Copy: Primary to Email Copy: None using the dropdown.
3. Click OK to save.

⚠️ IMPORTANT

The Billing Method and Email Copy settings are controlled at the individual recurring charge level. If a customer has multiple recurring charges, you must update each one separately. Changing the billing method on one charge will not automatically update other charges on the same account. Remember to check both the Billing Method and the Email Copy fields when making changes to ensure the customer receives their invoice through the correct channel only.

Field Reference

Need Additional Help?

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Email: customer.success@alarmbills.com

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