Customers & Accounts Receivable

Selling a Service Agreement

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

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

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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