Category Archives: Lesson

Batch post & archive invoices

Instead of posting invoices as you create them in Turn In, save time by posting them in batches


Billing

This small module focuses on efficiently finalizing, managing, and sending invoices to clients


Archive and manage files electronically

Manage files in the central repository


Print FedEx/UPS labels & track shipments

Use the Shipping function to send products via FedEx or UPS, and track an order’s current location without leaving MR9


Print envelopes & labels from your MR9 database

Generate labels and envelopes with information from your MR9 database automatically included


What is an Entity?

Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices


What is a Notes Log?

Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable


What is MR9?

MR9 is an online application used by records retrieval businesses and process servers to manage their business and provide services to their clients