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 […]
Aptora Mobile II – Approving Invoices & Applying Payments Read More »
Introduction This help topic was designed to assist users with common electronic transactions – credit card troubleshooting they may be experiencing in Total Office Manager. Common Problems The most common cause of errors and problems is incorrectly entered credit card information or incomplete or incorrectly filled in fields. Here are the first things you should
Electronic Transactions – Credit Card Troubleshooting Read More »
How to Process Customer Credit Cards with the Batch E-Pay Utility The E-Pay (EPay) utility will allow you to select one or more unpaid invoices and process customer credit cards in a batch mode. This help topic covers where to find that feature and how to use it. Setting up or changing processors may be
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Using the Customer:Job List The Customer:Job List is used to manage all customers and jobs. It is the central information center for customers within Total Office Manager. Within the Customer:Job List, users have the ability to sort by active and inactive individuals and create filters or Smart lists to customize the window. Accessing the Customer:Job
Customer:Job List (how to use it) Read More »
Job Information Tab The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button
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Using the Customer:Job Additional Info Tab The Customer:Job Form – Additional Info Tab is used to store a variety of miscellaneous customer information on the overall Customer:job record. This is also where the control of pop-up notes for the customer is located. How to Get to the Additional Info Tab From the main menu, click
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Understanding and Adding Jobs for Customers (sub-accounts) How, When, and Why to Use Them This topic will cover setting up, adding, editing, deleting, and making a Customer:Job sub account. These are also referred to as Customer Jobs, Jobs, Children, Child Accounts, and sub-customers. When to Use Jobs and Sub-Customers You can add children or sub
Customer:Job Sub Account (adding jobs or child accounts to customers) Read More »
Managing Payment Information for Customers or Jobs The Payment Info tab of the Customer:Job form is used to specify default customer payment information. This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold. Accessing the Payment Info Tab From the main menu, click Customers | New Customer:Job,
Customer:Job Form – Payment Info Tab Read More »
Understanding and Using Customers and Jobs The Customer:Job form is used to setup new customers or to create new jobs for existing customers. It holds the contact and general information for those specific customers or particular jobs. To get the most out of Total Office Manager, it is strongly recommended to use Title Case when
Customer:Job Form Overview (how to add and edit) Read More »
Introduction The Customer:Job Form – Contacts Tab is used to record additional contacts for the customer. These records store electronic contact information only, not postal information. An unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program. Form
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