Q: How do I set up a new customer?
A: All customers are set up under the Customers form (located under
File, Customers). To create a new customer simply hit new and fill
out the information. For more detailed instructions look in the
manual under Customers.
Q: What do I need to setup before
entering Customers?
A: The only required items to set up are customer groups (located
under File, Codes, Groups). However to use the system to its full
capacity you must set up Containers, Routes, Taxes, Charge Codes,
and Late Fees. For more detailed instructions look in the manual
under Billing Groups and Getting Started.
Q: How often should I post my
journal?
A: Journals are made to reproduce the log books used before computer
systems were used. Commonly users would record a days worth of work
and post that information. You can do this as well by printing and
posting your journal once a day, or every few days if you desired.
However, you must post your journal before billing. For more detailed
instructions look in the manual under Journal.
Q: What kind of printer can I
use?
A: The system will support any standard Windows compatible printer,
however if you want to print on the custom sized forms (postcards,
7" invoices) you must you an Okidata ML321 Turbo.
Q: Can I unbill my customers
if I billed by accident?
A: In version 5.0 the Unbill Groups feature was introduced. By going
under Tools, Unbill Groups you may select a group and click Unbill.
This will revert the group to before they were billed.
Q: How do I backup my database?
A: The program stores a database file ending in .rdb on your computer.
By default it is located in C:Program FilesQuickTrash but it could
be located elsewhere if a different location was selected when the
database was created. You may use any standard backup software (EZ-CD
Creator, Nero Burning ROM, Windows Backup) to back up the file however
you may not be in the software while backing up.
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