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 …
Why Can’t I Attach a File From Document Links in Aptora Mobile II (the app)? Read More »
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 …
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 to reduce the amount of sales tax you eventually pay by …
Track Sales Tax Paid for Materials and Deduct That Amount When Remitting Tax Collected Read More »
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 …
Introduction 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. The flow is subjective and not all agree on any certain way to do it. It can also vary by staffing, at any moment. That’s why we …
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