FAQ Category: Customers & Accounts Receivable

Comprehensive List of Technical Support FAQs

Support Department FAQs for Total Office Manager Now that you have been through the user manual, you should have a good level of understanding on how to use Total Office Manager. After you have used the program for a while, you will likely have accounting related issues that need to be investigated and fixed. This […]

What is an In-Progress Invoice and What Does the Selection Do?

An invoice can be marked as In-Progress. What does that mean or do? Explaining In Progress Invoices In-Progress Invoices are just like regular invoice in every way except they are never considered to be Past Due. They will show up on all related reports (like A/R reports) and they will always appear to be “current”; […]

Why Can’t I Attach a File From Document Links in Aptora Mobile II (the app)?

Sending File Attachments from the Field Using Aptora Mobile II Q: When sending an invoice or a work order, why can’t we quickly attach any file from the customer’s Document Links form? A: Before we answer that, let us explain a little more about how the feature works. When a user saves a Mobile Form […]

Is there a way to take a current customer account and make it a sub account under another customer?

Answer When the “Parent” field is enabled (editable), you can do this. When it is disabled (grayed out), it is locked and you cannot. It is disabled when there are payments made to the contact as well as certain other financial information. If you are dealing with a customer that has moved and you have […]

Track Sales Tax Paid for Materials and Deduct That Amount When Remitting Tax Collected

How to Handle Point of Sales Use Tax and Sales Tax Question: How can we track sales tax paid on resale items at point of purchase and reduce the amount of sales tax we remit to our sales tax authority? Scenario: You pay sales tax when you buy items for resale and you are allowed […]

How do I Issue a Refund Check to a Customer?

Refund Check To issue a refund check for an overpayment received from a customer: Part One: Banking | Write Checks. Select the Customer:Job as the “Pay to the order of”. Select the Accounts Receivable account within the “Expenses tab”. Enter the amount of the refund, a memo and select the same Customer:Job as selected in […]

Sales Opportunity Manager (SOM) Sales Lead Workflow

How to Manage Sales Leads with Sales Lead Workflow A Contractors Guide for Field Service Businesses and Salespeople We are often asked about the intended flow of the Sales Opportunity Manager. This feature was designed to help you manage, track, and report on sales leads. If you need to know how to use the sales […]