Best ERP Software for HVAC, Plumbing, Field Service Businesses
Aptora Automated Recurring Billing Aptora’s payment gateway, authorize.net, is capable of automatically charging your customers for you. When utilizing it, you must also let Total Office Manager know that these payments are going into your bank account so that your books are correct within Total Office Manager. You can do this utilizing memorized transactions within […]
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Activate the New System Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox. Do not click the Batch Convert button at this point. This will be covered later. Create a Bambora Merchant Account Bambora If needed, create a new account by logging into https://bambora.com You will need the following information
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Introduction A small business may choose to use a line of credit to cover short term cash shortages. Lines of credit can take many forms. Generally, a company makes a request to borrow money against its line of credit via fax or email. The money is then electronically deposited into the company’s bank account. The
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Introduction In Total Office Manager, you can send text message alerts to mobile devices by email using email-to-SMS addresses. An email-to-SMS address typically consists of a 10-digit mobile phone number and the mobile carrier’s domain name, in the following format: 1234567890@carrierdomainname.com. When you send an “email” to these addresses, they arrive as plain text messages.
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Introduction This help topic covers trouble-shooting your Caller Identifier hardware. This is an optional device that connects to your telephone system. This hardware works in conjunction with our Caller ID Server. Please note, at this time, the Caller ID functionality exists for our on premise customers only. Warning This is an advanced topic designed for
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Introduction Each year the Federal government requires that the employer send a W-2 Form to each employee that received wages for the previous year. Total Office Manager allows you generate W-2 Forms quickly and easily. It also gives you the ability to add any special items that Total Office Manager does not automatically include. Who
Introduction Did you know you can send an electronic phone message in Total Office Manager and Aptora Mobile II? This feature allows you to take phone messages for your co-workers, right on your computer. You don’t even have to get up and deliver the message to them. Total Office Manager does it for you. Use
Advanced Record Search The Advanced Search tool is a powerful way to search for a wide variety of information in the program. It can locate checks, invoices, bills, logs (note entries), and almost anything else. This tool can search and find records based on an amounts, dates, general, memos, and numbers. It can also filter
We Are Here To Help! Many times, customers rely on one person to help them with all their software questions and needs. Aptora has many people you may reach out to in order to get assistance. We want to make sure you are getting to the right person at the right time. Please don’t let
Introduction This topic will cover opening and running more than one instance of Total Office Manager at the same time. Usage When setup, each time the Total Office Manager desktop icon is double-clicked, a new instance of Total Office Manager will open. Setup Simply add what we call an argument to the Total Office Manager
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