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, […]
Tips on Selling Service Agreements to Customers This help topic explains the purpose and use of the form that pops up from an invoice when you sell a service agreement. 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
Service Agreement Selling Tips Read More »
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
By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.
