Implement a Rate Increase

• Related Articles

• Change the Tax Rate on Invoice

  From customer account>Click Invoice History>Highlight and select>Click the magnifying glass next to Tax Code>Search & select proper code Note: If invoice was exempt or set to tax=NO>Highlight the line item>Update to taxable>Click OK>Click OK>Click OK

• Managing Your Tax Table

  This article explains how to build and edit the tax table within our system. Your tax table allows you to configure the various tax rates that apply to your sales. Building Your Tax Table Navigate to the Setup Wizard tab in the software. Within the ...

• Use Recurring Research tool

  You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...

• Prorate a Recurring Charge

  From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>Select Y to Pro-rate>Add Pro-ration date in ...

• Go Back To Add Time & Activity On Ticket From Prior Day

  On Desktop: Open Customer Record>Click Appt/Svc History>Open Ticket>Click Time Card>Click Insert>if no TecH Assigned Select from Employee ID Field>Enter Time In/Time Out or Total Minutes>Make Sure Rate Code is Selected>Click OK to Save In App as ...