Team Management Systems, Inc.

Service invoices

This presentation covers the basics of turning a completed Call Slip into a final invoice.

(7 minutes and 10 seconds long)

Service billing

These tutorials will show you how to take a completed Call Slip and turn it into a final invoice, which is then posted to Accounts Receivable and sent along to your accounting software.

Flat rate billing

If your company uses Flat Rate price books to calculate service billing in the field, you should watch this tutorial to learn how Flat Rate prices are entered on Acowin Call Slips.

(5 minutes, 3 seconds)

Miscellaneous charges

This tutorial will show you how to add surcharges to your Call Slips, for items such as fuel, cleaning, or refrigerant recovery.  Negative Miscellaneous Charges can also be used for discounts.

(2 minutes, 32 seconds)

Synchronizing with quickbooks

If you are a QuickBooks user, you can watch this tutorial to learn how completed invoices are sent to QuickBooks with the QB Sync process in Acowin.

(3 minutes, 14 seconds)

Exporting to other accounting systems

The procedure for exporting credits and debits to other supported accounting systems, including PeachTree and MYOB, is covered here.

(5 minutes, 8 seconds)

Credit invoices

This presentation demonstrates the use of credit invoices to modify the balance of invoices that have already been posted to Accounts Receivable.

(1 minute, 52 seconds)

Acowin Tutorials