ZigaForm version 5.5.1

This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.

Using Discounts and Discount Items

By |2021-08-10T14:09:17-05:00August 6th, 2021|

We are often asked about how-to setup and manage discounts. The question about discounts is an age-old accounting question. It doesn’t have anything to do with accounting software but has a lot to do with how you want your reports to reflect discount activity. If you write up an invoice for $5,000 and offer it

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Using Credits Between Customer Accounts

By |2021-07-30T11:23:30-05:00January 8th, 2021|

Scenario A credit exists within a customer’s family unit that you would like to apply this credit to another customer within the family unit. When trying to set this credit against an open invoice, you are not able to see it as available in the Credits Form. The answer is simple. You are using hierarchy

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Customer Moves – Copy Customer

By |2021-07-30T11:25:37-05:00January 8th, 2021|

Scenario You have a customer that you have been working for and there are notes, records, and financial history. They move and someone else buys the property. Consider this example. Original Owner John Doe 8877 Bourgade Street Lenexa KS 66219 New Owner Nancy Johnson 8877 Bourgade Street Lenexa KS 66219 Generally, you would NEVER change

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Correcting Incorrect Payments or Deposits

By |2021-10-21T12:44:26-05:00August 16th, 2019|

Introduction Have you ever recorded a customer payment or deposit in Total Office Manager and later found you’ve made a mistake? Often, you will not catch a payment or deposit error in Total Office Manager until you are reconciling your monthly bank statement. General Advice They key to correcting information is to start with the

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Batch E-Pay

By |2021-07-30T14:31:00-05:00July 26th, 2019|

Introduction This function will allow you to process multiple clients’ credit cards at the same time. Usage If you want to process multiple Customer payments at the same you can easily use this form. This is also helpful if you have customers setup on a monthly payment plan to charge their credit card or checking

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Refund Checks

By |2021-07-08T16:08:02-05:00July 26th, 2019|

Introduction Refund checks are typically written for two different circumstances: A customer returns merchandise for a refund, or A customer overpays their account balance. Creating a Refund Check for Returned Merchandise Step by Step When a customer returns merchandise and expects a refund check, a credit memo is created to record the return of merchandise,

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Selling a Service Agreement

By |2021-08-02T08:27:32-05:00July 26th, 2019|

Introduction To sell a service agreement to a customer, complete the sales form (new invoice, new sale, etc) as normal.  When the transaction is saved, a reminder to do the service agreement paperwork will appear.  Complete the service agreement paperwork to finish the process. Usage When a service agreement is sold, a reminder to do

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Entering Service Agreements

By |2021-07-30T11:04:32-05:00July 26th, 2019|

Introduction The process of "entering a service agreement" is the recording of a service agreement in Total Office Manager.  This is typically done directly after the service agreement is sold to the customer.  After completing a sales form which includes a service agreement, the user is reminded that the "paperwork" should be completed.  If a

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Bounced Check

By |2021-07-30T14:32:07-05:00March 21st, 2018|

Introduction This topic deals with how to handle a check written to you that "bounced". To handle a bounced check in Total Office Manager, we'll first setup a couple of necessary new invoice items, one called "Bounced Check" and the other called "Bounce Fee".  When bounced checks happen, you will use these items to reduce

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