Client Account collection
Get help now with managing client accounts and records using our collection of resources.
- Quick reference guides: Reference guides provide the basics in a printable pdf to answer your questions quickly.
- Articles: Knowledgebase articles, on individual client account topics, provide easily readable, more detailed steps to navigating and managing client account tasks.
- Videos: Demonstrations on how to perform common client account tasks.
- Courses: Learning journeys take you through entire workflows and may include videos, interactive activities, and knowledge checks.
Check out these courses to learn how to navigate the Client Account window and some of the most common client accounting tasks.
- Client Account Management 101: Client account workflow from taking a payment to end of day processing, including how to find and correct a payment error.
- Client Account Management 102: Video demonstrations on payment corrections, payment on account, returning invoice items, and refunding a missed discount or credit balance.
Payments and integrated payments
Use these resources to learn how to enter payments, correct payments, perform returns, and void invoices within Cornerstone.
Don’t have integrated payments? Visit our Cornerstone Payments page to learn more about the benefits integrated payments provide, including eliminating manual errors, faster transaction time, online payments, and more.
Card on File- NEW in Cornerstone 9.6 and above: Subscribers to IDEXX Payments integrated card processing can securely store a client’s payment information for future transactions. To learn more and request Card on File, read these articles:
Process CareCredit transactions directly inside Cornerstone with our NEW, FREE-to-activate CareCredit integration for Cornerstone! For those using Cornerstone 9.6 and above, click here to learn how to complete the quick and easy setup. To learn more about how CareCredit works, click here. For those on Cornerstone 9.5, click here to schedule the integration push to your server.
Learn how to set up CareCredit integration, create online payment requests, and reprint a receipt for a card payment made through integrated payments.
- Online payment requests
- Online payment requests log
- Reprinting a receipt for a card payment
- CareCredit® integration
Corrections, returns and voiding invoices
Learn how to correct payment errors, void invoices, return invoice items, and perform refunds.
Overview and other tasks
Get an overview of a Cornerstone client account. Learn how and when to perform tasks such as writing off accounts and adjusting a balance.
Related setup
Set up payment types and credit codes within Cornerstone. Assign credit codes to clients to determine payment methods to be taken from a client. Use Cashier IDs to track staff taking payments.
