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. …
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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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 …
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 …
Using the Receive Payments Form 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 jobs. Usage …
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