Customer Payment

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Electronic Transactions – Checks (ACH)

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

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

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

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

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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Request a personalized demo.

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.