Introduction The Remove Telephone Formatting Utility in Total Office Manager is used to remove special characters from the telephone fields in customer:job, vendor, and employee forms. Usage The use of this utility may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly. […]
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Introduction This help topic will explain how you can create repeating appointments from a single appointment that you have created. Usage Say you have a company meeting every Tuesday at 7:30 AM with your technicians; use this utility to create an appointment for every meeting from now until the end of the year. Form Access
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Work To and Ship To Basics The Work/Ship Method help topic will cover setting up, editing, deleting, and inactivating different shipping methods, you use to send products to your customers. These are also the same methods used by your vendors. Usage Use this form to create a shipping method list of all the different ways
How to Add and Update Sales Tax Item Groups This help topic explains how to add, edit, delete, or inactivate Sales Tax Item Groups. Sales tax groups are two or more sales tax items grouped together. The Tax Item Group form deals with sales tax that you are collecting from customers, not paying to vendors.
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Introduction The Serial Number list gives you a history and shows the current Serial Numbers you have in stock as well as serial numbers for a serialized item you have sold or is no longer in stock. Form Access From the main menu, click Company | Inventory Adjustment | Serial Number List Field & Button
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How to Set Up and Manage Sales Tax Items The Add Sales Tax Item form is used to setup the sales tax collected from customers (not paid to vendors). The sales tax you collect is later passed on to sales tax authorities using the Pay Sales Tax form. Total Office Manager keeps track of the
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Introduction The Sales Tax Item List is used to manage sales tax items and sales tax groups. Sales tax items are the simply the individual components which makeup a sales tax group. For example, a state tax and a local tax are sales tax items which together may comprise a sales tax group. Form Access
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Customer and Vendor Payment Terms List The Payment Terms List is used to setup and manage payment terms in Total Office Manager. These include both terms offered from you to your customers to encourage quick pay on their A/R invoice balances, as well as terms offered from your vendors to you to encourage payment toward
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Introduction This topic will cover creating and printing client (customer) statements. Use statements if you need to track how much your customers owe you (or accounts receivable, also called A/R). You should also consider using statements if you receive payments in advance, accumulate charges before requesting payment, or you need to show customers a history
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How to Set Up and Manage Customer and Vendor Payment Terms This topic will cover setting up, editing, deleting, and inactivating different payment terms used within Total Office Manager. Usage Terms refer to the payment options offered to you by your suppliers or vendors. It also refers to payment terms YOU offer your own customers.
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