Knowledge base

Below are a series of videos and documents which cover all aspects of Cycle Billing. *If you are currently using Renewal Billing and would like to switch to Cycle Billing please contact the Help Desk for help in switching over. 1. The video Cycle Billing Setup (below) will walk you through setting up your system […]

May 21, 2020

The below video will walk though how to back post a contract in Alert.  The PDF below contains printable steps to go along with this video.

The Alert how-to video and pdf below will cover how to credit back tax on a closed ticket if you discover that the tax area or amount were incorrect or if it should have been a non-taxed ticket.

The videos below will show you how to use transfer tickets in Alert for planned transfers of equipment and sales from one store to another.  The part 1 video will show you how to transfer rental and sales items to another Alert location.  Part 2 will show you how to return these items and how you can […]

Below is a video to walk you through changing the customer on an existing ticket or work order. The pdf below contains a printable version of the steps from this video.    

The video (below) will show you how Alert chooses what tax area to use on a ticket. The PDF (below) contains a printable list.

The video below will show how to change the tax rates in Alert. The pdf below contains the printable steps to go along with the video.

The video below walks through the set up and use of Alert tax entities for Canadian GST and PST taxes. The pdf below contains printable steps to go along with the video.

Below is a video to walk you through un-applying (unallocating) a payment in a customer’s account. The pdf below contains a printable version of the steps from this video.

The video below will demonstrate how to merge two customer accounts in Alert. The PDF below contains printable steps to go along with the Video.