Getting Started: Cornerstone Data Entry

Getting Started with Cornerstone Data Entry

Welcome to Cornerstone! This guide walks you through the most common data entry tasks to help you get started. It covers creating new accounts, managing recurring charges, and handling advanced account management tasks such as Master/Feeder account relationships and closing accounts.

1. Creating a New Account

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

1. Action: Navigate to the "Customer Icon" and click "INSERT."
2. 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.

? Related Article: Creating an Account

2. Managing Charges

Once an account is created, you'll need to manage their billing. The two most common charge-related tasks are adding a new recurring charge and stopping an existing one.

How to Add a New Charge

1. Action: Go to the customer's account and select the "Recurring Charges" tab. Click "INSERT."
2. 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).

? Related Article: How to Insert a New Recurring Charge

How to Stop a Charge

1. Action: Select the specific recurring charge on the customer's account.
2. Details: Enter a "Stop Date" and click "OK" to save. This will prevent the charge from being billed in the future.

? Related 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

1. Purpose: This is for customers who need to consolidate multiple accounts into a single invoice.
2. Action: From the "feeder" account, add a new recurring charge and link it to the "Master Account."
3. Details: You must set "Post Charges to Above" to "YES."

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

Closing an Account

1. Action: Find the customer's account and enter the "Close Date."
2. Details: Entering the close date automatically stops all future billing and adds a stop date to any active recurring charges.

? Related Article: Close a Customer Account

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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