Introduction to Job Change Orders When changes involving invoice item quantities, pricing, and such are made to existing estimates, Total Office Manager automatically proposes a Change Order. The change order window appears as the estimate is saved. When the form opens, it is populated with an explanation of changes made to the estimate. The proposed […]
Managing Change Orders to Jobs Read More »
Introduction Invoices can be created directly from an estimate. You can create an invoice for the entire estimate amount or you can create a partial invoice for progress billing or partial billing. For example, you may have a job where you wish to invoice your client 50% of the total estimate. Later, you could open
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Introduction This topic covers setting up, editing, and assessing finance charges for late payments and overdue accounts to customers. Interest rates, grace periods, minimum charges and other settings are available options for set up. This feature works by creating new invoices containing the appropriate fees to customers. Form Access From the main menu, click Customers
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Electronic Transactions List – Credit Card Payment History The Electronic Transaction list is used to view and manage all Electronic Transactions that are run in Total Office Manager. For how to setup and process transactions, please read the topic on Electronic Transactions – Gateway Setup. Form Access From the main menu, click Customers | Electronic
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How to Manage Customer Payments Using the Receive Payment List Form The Receive Payments List is used to review, research, and manage customers transactions within Total Office Manager. Each transaction that is recorded is available from this form and references the date of the payment and the method type. Accessing the Receive Payments List Form
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Introduction The Payment Method Lists and Add Payment Method form are used to create a new way of receiving payment from customers in Total Office Manager. The name created allows users to associate the corresponding payment type in a drop down list. From this list, a selection can be made on the Customer:job Payment Info
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Using the Receive Payments Form (customer payments) This topic explains the use of the Receive Payments form. This form is used to receive a payment from a customer and apply that payment to an invoice or to create a credit that can be used later. It may also be used to receive down payments on
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How to Add, Edit, and Manage Estimates for Jobs An estimate is used describe a job and calculate its approximate cost to a customer. However, in Total Office Manager the functionality of an estimate goes well beyond that brief description. A pick ticket can be generated from the estimate, then sent to the warehouse for
Estimates – Adding and Editing (aka: sales proposals) Read More »
How to Add or Edit Invoices, Sales, Estimates, and Customer Credits Sales Receipts, Invoices, Credit Memos, and Estimates are all types of sales forms in one variation or another, which all function similarly. Sales Receipt When payment takes place at the same time as work is performed or goods are rendered, the transaction is a
Add or Edit Invoices, Sales, Estimates, and Credits (fully explained) Read More »
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
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