ZigaForm version 5.3.5

Each Customer:Job has a Reimbursables List which tracks various items and expenses incurred while performing the job. Then, as a sales form is created, the reimbursable list for the customer can be opened and its contents easily transferred to the sales form. This makes sure the customer gets charged for any goods or services provided as purchased.

To accumulate a list of items to be considered reimbursable they must be designated at the time items are received, bills are entered, or when checks are written.

Once a sales form is created for a particular Customer:Job, from the Menu drop-down select Reimbursables.

The Reimbursables List has opened and now you may select the items that will be associated with the work performed and to be charged to the Customer. The “Use” check boxes will notify Total Office Manager that you want to be reimbursed for that particular item. Once you have selected the items for which you are to be reimbursed they will appear on your sales form and be applied to your Customer’s balance due.

Reimbursables List

By |2021-07-23T15:58:03-05:00July 26th, 2019|

Introduction Each Customer:Job has a Reimbursables List which tracks various items and expenses incurred while performing the job.  Then, as a sales form is created, the reimbursable list for the customer can be opened and its contents easily transferred to the sales form.  Thus making sure the customer gets charged for them. For example, suppose

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