Getting Started: Cornerstone Data Entry

Cornerstone Data Entry

Welcome to Cornerstone! This guide will walk you through the most common data entry tasks to help you get started.

1. Creating a New Account

This is the foundational step. Every other task related to a customer starts here.

• Action: Navigate to the "Customer Icon" and click "INSERT."

• Details: Enter the customer's name (business name or last name), address, and contact information. You can also specify if it's a residential or commercial account.

• Article: Creating an Account
  
  

2. Managing Charges

Once an account is created, you'll need to manage their billing.

• How to Add a New Charge:

  • Action: Go to the customer's account and select the "Recurring Charges" tab. Click "INSERT."

  • Details: Choose the RMR code, billing cycle, and pre-tax amount. You can also handle proration and set the billing method (e.g., email, autopay, or print).

  • Article: How to Insert a New Recurring Charge
    
    

• How to Stop a Charge:

  • Action: Select the specific recurring charge on the customer's account.

  • Details: Enter a "Stop Date" and click "OK" to save. This will prevent the charge from being billed in the future.

  • Article: How to Stop a Recurring Charge
    
    

3. Advanced Account Management

These tasks are less frequent but are critical for specific situations.

• Setting Up Master/Feeder Accounts:

  • Purpose: This is for customers who need to consolidate multiple accounts into a single invoice.

  • Action: From the "feeder" account, add a new recurring charge and link it to the "Master Account."

  • Details: You must set "Post Charges to Above" to "YES."

  • Article: How to Set Up a Master/Feeder Account Relationship
    
    

• Closing an Account:

  • Action: Find the customer's account and enter the "Close Date."

  • Details: Entering the close date automatically stops all future billing and adds a stop date to any active recurring charges.

  • Article: Close a Customer Account