Category Archives: Frequently Asked Questions

Entering An Invoice Discount SMOTGO

Entering An Invoice Discount SMOTGO

Question:  How can I enter a discount on an invoice?

Answer:  There is no specific place to enter a discount.  This is intentional as there are other ways that are more flexible and give you easier tracking.  We almost always enter a discount as a taxable part.  This way the customer saves a little more money as the tax is reduced as well.  See the examples and video below:

The simplest way to enter a discount is using a miscellaneous part or miscellaneous labor line.

Here we enter the discount as a miscellaneous part

Entering An Invoice Discount SMOTGO example 1

Here we enter the discount as a miscellaneous labor line

Add misc labor discount

The next way is to add a “discount” as a part from your inventory.

This is my favorite way as the customer save a little more money on tax, and it allows for the best tracking.

Entering An Invoice Discount SMOTGO example 2

The last way is to enter the discount using a technician created for the discount.

This also allows better tracking, but not as well as using a part.

Invoice Discount with technician

 

YouTube Video Demonstrating How To Enter an Invoice Discount

Displaying Technician Name /License On Invoice SMOTGO

Displaying Technician Name /License On Invoice SMOTGO

Question:  In Michigan it is required for the tech name and license number be printed on the invoice.  How can I do this? Answer:  There is an invoice option that includes the technician’s last name.  Just add the license number to the last name and use the invoice layout with the tech’s last name.  See the instructions below.

First, add the license number to the technicians last name.

Displaying the Technician Name and License On the Invoice SMOTGO 1Then change to the original SMOTGO invoice with wide logo & tech.

Displaying the Technician Name and License On the Invoice SMOTGO

The next time you print an invoice, it will display the technician’s last name with the license number.

Displaying the Technician Name and License On the Invoice SMOTGO 2

 

Extra Blank Page is Printed Occasionally SMOTGO

Extra Blank Page is Printed Occasionally SMOTGO

Extra Blank Page is Printed Occasionally SMOTGO

Question:  Why do some of my estimates and or invoices look like the one above where an extra sheet that is blank comes out.

Answer:  All of the printouts from SMOTGO are generated by the Microsoft Reporting Service.  We create the format, then the service adds all the info to create the printout each time a request is different.  The service determines how many pages are produce depending on the amount of information is has to add to the printout.  If there is one extra character or space than the first page can hold, then a second page is created.  So even though we cannot see it, there is something on this second page.  Even if it is just a extra space.  We will continue to work on this to find a solution, but thus far, we have not been able to improve this.

 

Converting From | Importing Hand Written Invoices SMOTGO

Converting From | Importing Hand Written Invoices SMOTGO

Converting From | Importing Han Written Invoices SMOTGO

Question:  Is there a way to create invoice histories for the completed invoices that are in my hard-copy files that I’m trying to input? I  can’t seem to figure out how to do this and how to back-date when the work was completed.

Answer:  We recommend scanning and importing your hard-copies as each vehicle comes in.  There is a place to keep documents or files with each of your vehicles.  See image above.  Also, see video below for a demonstration.  The work will not be searchable, but you can pull up each invoices to review as needed.

Increasing SMOTGO Tutorial Video Resolution

Increasing SMOTGO Tutorial Video Resolution

Increasing SMOTGO Tutorial Video Resolution

Question:  Could you possible, make your videos available in higher resolutions.

Answer:  All our YouTube videos are in HD.  However YouTube by default displays them in a lower resolution.  You have to manually select HD.  See the illustration above for how to do that.  Here is the link to our videos if you need it.  SMOTGO YouTube Videos