Client Account collection

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Get help now with managing client accounts and records, using our collection of resources.

  • Articles: Knowledgebase articles, on individual client account topics, provide easily readable, more detailed steps to navigating and managing client account tasks.

Check out these courses to learn how to navigate the Client Account window and some of the most common client accounting tasks.

Payments and integrated payments

Use these resources to learn how to enter payments, correct payments, perform returns, and void invoices within Cornerstone.

Learn how to set up CareCredit integration, create online payment requests and reprint a receipt for a card payment made through integrated payments.

Don’t have integrated payments? Click here to learn more about the many benefits Integrated payments provides including eliminating manual errors, faster transaction time, online payments and more.

Starting with Cornerstone 9.5, you can process CareCredit transactions directly inside Cornerstone with our NEW integration. The CareCredit integration is easy to set up and is of no cost to you! Click here to schedule the integration push to your server. To learn more about how it works, click here.

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

Setup 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.

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Client Account collection

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