Knowledge Base

Customers & Billing

Help Guides

Item Lookup

Using Invoice Item Aliases (alternative part numbers)

Building Custom Reports and Custom Styles CDV

Invoice Items and Types Explained in Detail

Invoice Items – Subtotal

Invoice Items – Service

Invoice Items – Serialized

Invoice Items – Payment

Invoice Items – Other Charge

Invoice Items – Non-Inventory Parts

FAQs

What is an In-Progress Invoice and What Does the Selection Do?

Work Orders FAQs (for repeating and multi-day)

Banking FAQs

What is the Purpose of Undeposited Funds

Can we skip selecting a serial number for serialized items when creating Estimates?

How do Items get Relieved from Warehouses when Invoicing?

What are Invoice Item Types?

Why Can’t I Attach a File From Document Links in Aptora Mobile II (the app)?

How Can We Delete a Customer Credit Card Payment?

Is there a way to take a current customer account and make it a sub account under another customer?

Tips

Best Practices for Using Estimates in Contracting

Handling Job Deposits or Down Payments on Job

How Markup and Markdown Methods Work

Sales Tax Rates – Updating and Changing

Reviewing Estimates for Job Costing Analysis

Bad Debt Write-off and Collection Agencies

Change of Property Ownership (change parent)

Custom Paper Size in Windows

Envelopes

Projected Total