ZigaForm version 5.3.5

To access new payments through Receive Payments, select the Customer menu item and then click on Receive Payments. This will open up the New Payment screen. Clicking the Customer: Job drop-down button will only load customers with a balance.

Electronic Transactions – Checks (ACH)

By |2021-08-25T08:44:46-05:00August 11th, 2021|

Introduction Electronic Transactions - Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions - Gateway Setup has been completed.

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Aptora Mobile II – Approving Invoices & Applying Payments

By |2021-07-27T09:33:37-05:00March 26th, 2018|

Introduction Invoices created in Aptora Mobile II will be designated in Total Office Manager as a new type called 'Mobile Invoice'. Mobile Invoices and payments accepted in Aptora Mobile II DO NOT directly affect Accounts Receivable (A/R), Income, COGS, or other accounts. Instead, Approving Invoices & Applying Payments will occur in Total Office Manager. Mobile

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Assessing Finance Charges

By |2021-07-27T23:53:21-05:00March 22nd, 2018|

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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Payment Method List

By |2021-09-01T12:52:44-05:00March 22nd, 2018|

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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Receive Payments

By |2021-09-02T11:09:57-05:00March 22nd, 2018|

Introduction 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. Usage Use this form to receive payments against invoices that you have created for customers. Please

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