Monthly Leaseholders
- How to edit GL Mapping Template (Template settings) ?
- How do you download the Monthly Accounts Detail Report for an specific account?
- How do you delete a note in the account?
- How do you edit a note in the account?
- How to block late fees to a customer?
- How to download signed monthly contract from a customer?
- How to email a monthly customer their payment receipt?
- How to download receipt of a monthly customer's credit card payment in the back office?
- How to reverse or write-off an invoice?
- How to edit the current rate for a permit?
- How to download a Monthly Summary Report by Account?
- How to download historical invoices report?
- How to transfer a balance or credit to another account in the back office?
- How to email the latest statement to a customer?
- How to send a Welcome Email to a Customer?
- How to manually add or record a payment for an account in the Backoffice?
- How to Close an account?
- How to process a one-time custom payment for a customer in the Backoffice?
- How to add Notes to an account?
- How to upload files (document) to an account in the Backoffice?
- How to edit Vehicle Information on a Permit?
- How to change or edit a Permit Number?
- How to change the status (e.g: Inactive, Suspend, etc.) of a permit?
- How to edit name, email, phone numbers on an account in the Backoffice?
- How to change the status (e.g: Inactive, Suspend, etc.) of a Monthly Account?
- How to add a Monthly Account in the Backoffice?
- Sample Article
- Tax Certificates
- How to Send A Monthly Account Quote on the Point of Sale
- How To Add A New Monthly on the Point of Sale