We are trying to find out if we can set a maintenance membership so
therecurring service is set to a certain time frame. Some customers have
moreequipment than others so it takes longer to complete their
maintenancevisit for a membership. We would li...
We recently noticed that when sending statements to customers either by
email or printing, the "Please remit to:" at the top right is blank
underneath. Where can we add this information? I have looked under email
settings, business units but haven't ...
Is there a report or way to see a list of accounts/customers that have a
credit and the amount? I am trying to do a double check to make sure all
payments are applied correctly and not forgotten in limbo.
I noticed that if you print a Statement the "Type" column doesn't show
and everything reads on one line. However if you take that same
statement and email it to a customer the "Type" column is there and
pushes everything to a second line. You will al...