-
Last Updated: 04/08/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
-
Last Updated: 04/08/2026
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
-
Last Updated: 04/08/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for bo...
-
Last Updated: 04/07/2026
in Database Home
Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria...
-
Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
-
Last Updated: 04/06/2026
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. Permissions The following permissions a...
-
Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments F...
-
Last Updated: 04/01/2026
in Setup Home Account
Pathway: Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...
-
Last Updated: 04/01/2026
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
-
Last Updated: 04/01/2026
in Accounts Home Add Accounts
Pathway : Customer Service Screen (Accounts)
To accommodate accounts with multiple sites where each require a separate AR History, an account can be established as a “Parent” account with child accounts linked to it. This allows ea...