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Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Act...
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Pathway: Accounts > Accounts Request Management The Account Request Management tool exhibits both customer-initiated and customer service-added account requests for all accounts. Upon entry, all open requests are displayed by default. To narr...
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Last Updated: 02/13/2025
in Accounts Home Services Pathway: Accounts > Search (account/site) > Customer Service (screen) The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an ...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batc...
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Last Updated: 02/03/2025
in Accounts Home Services
Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' pop-up editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it c...
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Pathway: Customer Portal > Make A Payment Customers can make full or partial payments toward their account balance, current charges, or specific invoices using the 'Make a Payment' screen in the Customer Portal. For added convenience, an opti...
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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past-d...
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Last Updated: 02/03/2025
in Sales Home CRM Sales Workflow
Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for B...
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Last Updated: 01/28/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Print route sheets directly from the Dispatch screen using one of the available Route Sheet formats. Permissions The following permissions are required to print route sheets: Permission...