Invoice Archives

Invoice/Sale/Credit/Estimate List CDV (report)

Using the Invoice/Sale/Credit/Estimate List Report CDV Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type) Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View […]

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Setup and Usage of Customer Locations

Arika /

Introduction Customer locations provide the ability to assign and track work by varies addresses without creating multiple Customer:Job records. This location will be available for selection on work orders only. With the addition of the location tracking, the location will flow into the line items of invoices with the location association for the work order

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Zone Pricing – Setup & Usage

Arika /

Introduction Zone Pricing allows for up to twenty (20) zone price level pricing for items that may be applied during invoicing. This pricing will work similar to the Markup feature. When a zone is assigned on an invoice/sale/estimate/credit, the item retail price will be populated to the selected item zone pricing. This feature would overrule

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Handling Core Charges and Returns

SusanLeichter /

Core Charges Defined A “core” is a used and non-functioning part that can be recycled and sold as a remanufactured part. Some of the recyclable parts that manufacturers consider core parts are water pumps, motors, circuit boards, certain air conditioning compressors, and more. The return of core parts to the manufacturers lowers the cost of

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Customer/Vendor Message List

SusanLeichter /

Introduction The Customer/Vendor Message List is used to setup and manage customer/vendor messages. These custom messages then appear within the “Customer Message” field of sales forms and are meant for your customers to read. The list of all customer created messages are stored within the list and are available for usage. Form Access From the

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Aptora Mobile II – Approving Invoices & Applying Payments

SusanLeichter /

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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Approval Sheet

SusanLeichter /

Introduction The Approval Sheet is designed to be used for a final review and subsequent approval of sales forms (usually invoices) before sending them to customers. The report is quite powerful and unique in that it brings together elements not found in any other single report in a summary format. One of the most prominent

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Aptora Mobile II – Invoices, Sales, and Estimates

SusanLeichter /

Introduction Aptora Mobile II – Invoices, Sales, and Estimates can be both viewed and edited within the mobile application. However, they can only be created from Work Orders. In addition to editing, you can also print, email, capture signatures, and take payments toward your transactions. The following are some of the elements of an Invoice

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Tony Blanca a year ago

I have been with Aptora since 2012 and I truly believe they want to make sure you are successful. Their software is truly an all...Read More »

Jeff Johnson 3 months ago

I called Aptora for support because our mobile server was not communicating with our techs. Jace was quick to remotely log into our server...Read More »

Don Thomson 9 months ago

I recently had the opportunity to work with one of the support agents at Aptora on two separate occasions. Jace Morrison was one of...Read More »

Invoice

Invoice/Sale/Credit/Estimate List CDV (report)

Setup and Usage of Customer Locations

Zone Pricing – Setup & Usage

Handling Core Charges and Returns

Customer/Vendor Message List

Aptora Mobile II – Approving Invoices & Applying Payments

Approval Sheet

Aptora Mobile II – Invoices, Sales, and Estimates

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