Introduction If on sales and invoices you often enter the same collection of items over and over again, consider setting up these items as a single group item. Invoice Items – Group allows users to select one item on an invoice instead of entering each item individually. When selected, the components in the group will […]
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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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Software Preferences Related to Service Agreements The Service Agreements preference window is where to configure defaults related to service agreements. Accessing Service Agreement Preferences From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Allow Duplicate Service Agreements – When ticked, duplicate service agreement numbers
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Introduction The Sales Tax preferences are where you configure defaults related to sales tax. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Use Cash Basis Sales Tax Tracking – When enabled, sales tax will track liabilities based on when payment for
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Introduction The Sales/Invoice/Estimates preference window is where to configure defaults related to the various sales forms in the program. Sales forms include invoices, sales, credits, and estimates. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available
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Introduction The Contact Log (Customer) report displays log entries in report form from customer contact logs. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Customer), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range – Choose
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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
How Service Agreement Escrow Accounting Works This feature allows you to only recognize service agreement (SA) income when you perform the work for that SA. If you sell a service agreement for $200.00 and there are two work orders (two visits), you will recognize $100.00 of income for each work order. The income is recognized
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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
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Electronic Transactions List – Credit Card Payment History The Electronic Transaction list is used to view and manage all Electronic Transactions that are run in Total Office Manager. For how to setup and process transactions, please read the topic on Electronic Transactions – Gateway Setup. Form Access From the main menu, click Customers | Electronic
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