When users think of items, they often think of parts or materials for resell. However, Total Office Manager takes the concept of items several steps further by allowing users to create items that might be used for other purposes. These may include services (for tracking labor time) or even discounts and sub-totals to help with invoice preparation. Total Office Manager’s powerful items feature includes ten different types of items. Before you begin to set up your items, it is a good idea to go ahead and set up your Item Categories as they will come into play when you set up or edit an Item.

Invoice Items – Subtotal

By |2021-07-24T08:38:13-05:00March 25th, 2018|

Introduction Used on sales forms, a subtotal item adds up the amounts of all the items above it, up to the last subtotal. A subtotal is created to apply a percentage discount or surcharge to several items at once. Total all items above it on a form, up to the last subtotal. This is useful

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Invoice Items – Service Agreement

By |2021-07-19T11:48:19-05:00March 25th, 2018|

Introduction Like most items sold to customers, a Service Agreement must first be setup as an invoice item.  As each service agreement invoice item is setup, an associated discount invoice item is created simultaneously. The service agreement invoice item appears on sales forms as the line item being sold when customers buy one. The associated

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Invoice Items – Service

By |2021-07-29T11:22:26-05:00March 25th, 2018|

Introduction Important: You cannot change a service item to another item type. These items are services (not parts) you buy or sell.  Service Items can include professional fees or labor that you pay for or for services you charge customers. For example, a service item could include: Consulting time for which you charge your customers

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Invoice Items – Serialized

By |2021-07-19T11:21:37-05:00March 25th, 2018|

Introduction An Invoice Items - Serialized is identical to an Inventory Part, except each and every item is tracked according to a unique serial number.  Through serialized items, you can track how many items remain in stock after a sale, how many items you have on order, your cost of goods sold, and the value

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Invoice Items – Payment

By |2021-07-19T11:01:07-05:00March 25th, 2018|

Introduction The Invoice Items - Payment subtracts the amount of a customer payment from the total amount of an invoice or statement.  Payment items are used when you receive a partial payment on an invoice. An example might be a down payment.  If you receive full payment at the time of the sale, use a

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Invoice Items – Overview

By |2021-07-25T04:04:01-05:00March 25th, 2018|

Introduction Your business may have miscellaneous charges like shipping, freight, or delivery charges that you need to add to a customer's invoice. You may also have charges that you want to set up as reimbursable charges. For example, you may incur lifting or crane fees on behalf of clients, and want this item to appear

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Invoice Items – Other Charge

By |2021-07-25T04:08:47-05:00March 25th, 2018|

Introduction Your business may have miscellaneous charges that you need to add to a customer's invoice. Or you may also have charges that you want to set up as reimbursable charges. This is where Invoice Items - Other Charge would be used in Total Office Manager. Examples of Other Charges Lifting or crane fees on

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Invoice Items – Non-Inventory Parts

By |2021-07-15T16:34:56-05:00March 25th, 2018|

Introduction Invoice Items - Non-Inventory Parts are items you don't track in inventory within Total Office Manager. Examples include: Items purchased for a specific job and then quickly sold or invoiced to the customer. Items you sell but do not purchase. Items you purchase but do not resell (for example, office supplies). Items you purchase

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Invoice Items – Inventory Part

By |2021-07-15T16:13:49-05:00March 25th, 2018|

Introduction Invoice Items - Inventory Part are items you buy, track as inventory, and then resell.  Through inventory part items, you can keep track of how many items remain in stock after a sale, how many items you have on order, your cost of goods sold, and the value of your inventory.  Note that Total

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Invoice Items – Discount

By |2021-07-25T04:18:38-05:00March 25th, 2018|

Introduction Invoice Items - Discount applies a discount (either a percentage or a fixed amount) to the preceding line on a sales form. Discounts subtract a percentage or fixed amount from a total or subtotal. Do not use this item type for an early payment discount to a vendor. Discounts either decreases income or increases

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