Category Archives: Lesson
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set Orders module preferences
Set preferences for records retrieval orders functions and options …
Set preferences that cover more than one module
Set preferences for aspects of MR9 that impact multiple modules or the entire system …
Set global options for all users
Customize MR9 to match your company with options that appear systemwide …
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Group service items for faster billing
Configuring Billing Sets is an essential step in accurately and efficiently billing your clients when turning in retrieved records or other services …
Shorten billing time with stored billing rates
Set up multiple billing rate tables so you can automatically charge different amounts to different clients for the same service items based on prices you negotiate with clients …
Set up billable services
Customize lists of your billable services so staff and clients all have the same options when billing/turning in jobs/requesting services …
Organize billable services into logical groups
Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …
