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Receive Payments List

By |2021-09-02T11:07:28-05:00March 22nd, 2018|Comments Off on Receive Payments List
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Introduction

The Receive Payments List is used to review, research, and manage customers transactions within Total Office Manager. Each transaction that is recorded is available from this form and references the date of the payment and the method type.

Form Access

  • From the main menu, click Customers | Receive Payments List, or

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  • From the toolbar, click the Receive Payments drop-down arrow and select “Receive Payments List”.

Payments List – Toolbar

Usage of Receive Payments List

Perhaps the easiest way of using the commands available in this list is through its right-click menu.  The right-click menu is identical to the title menu.

Receive Payment List Menu Options

Receive Payment Menu Options

  • To create a new payment, right-click anywhere in the list and choose New Payment from the pop-up menu.
  • To edit a payment, right-click on it and choose Edit Payment from the pop-up menu.
  • To delete a payment, right-click on it and choose Delete Payment from the pop-up menu.
    • Note: It may not always be possible to perform this action — inactivation may be more appropriate.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
  • If a duplicate payment (overpayment) is accidentally entered, you can go to the Payments List to delete it.

Step-By-Step

For Step-By-Step directions on how to receive customer payment in Total Office Manager, click here.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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