Articles
How to get the work order/service call invoice to display the labor and rates (Managely)
When a work order/service call is closed out and invoiced the labor will be shown as a single line item. We have sent this to our Product Management Team for review, however, you can manually adjust this as shown in the below example . ...
Paper Check Refunds in Managely
Follow these steps to record a paper check refund in Managely
Go into the customers page in question and checkmark the show all invoices check box.
Click on the invoice number you wish to refund (in our example this i...
How to do a CC refund from an invoice payment in Managely
To do a credit card refund in Managely please follow these steps.
1) Log into the customer's page in question, click on show all invoices and click on the invoice you would like to refund.
2) Click on the payments tab b...
Creating a List in Excel of all Customers and Their Emails
Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file.
*note – this method only provides the email on the customer record, not the ...
How to Make a Customer Tax Exempt in Managely
Organizations such as churches are tax exempt. Follow these steps to make a customer tax exempt
1) Log into the customers page in question, click on the Site/System tab below and click on the Site in question you would like to make tax exempt
...
How to Check Proposal History in Managely
In Managely, users can check the history of a proposal with just a few clicks.
To check the history, follow the steps below:
Open the proposal in question.
Click the more button the top right corner.
Click on the history button....
Delete Option Missing on Invoice
In Managely when an invoice is first created you will be given the option to delete it by clicking on More>Delete Invoice
If you ‘Print’ the invoice or mark it as delivered the Delete invoice button is removed
...
How to Check RMR History in Managely
In Managely, users can check the history of an RMR with just a few clicks.
To check the history, follow the steps below:
Open the RMR in question.
Click the history button in the top right corner:
Expa...
Managely – How to automatically apply credits, unapplied cash, or payment
Managely gives users the ability to auto-apply credits, the cash sitting on accounts or payments automatically.
Users can enable by going into the Setup -> Company -> System Defaults.
The setting that needs to be turned ...
Print Statements to the Same Address as Invoices
You can deliver the statements to the same address as everything else set up under the bill-to information tab. Managely now allows users to add the statements to be sent to the same bill-to address. To do so, click the Bill-To Information tab (...
How to Print Automatically Generated Invoices
Managely provides its users the ability for the RMR invoices to be auto generated based on customer needs and options selected.
Customers with a delivery method of Print (where the invoices are physically printed on the paper in the office and ...
Viewing Voided Payments
Managely gives the ability for its users to see all the voided payments on one screen.
Managely displays all voided payments on one screen and this list can be exported to Excel.
To see all denied and rejected payments, click the Account...
How to Find Terminated Customers
Customers that are inactive in Managely do not appear on the main search at the top, making it only prospects or active customers to show there.
Inactive customers in Managely are called terminated customers. Follow the steps below to find the...
Viewing All Refunded Payments
Managely gives the ability for its users to see all the refunded payments on one screen.
Managely displays all the refunded payments on one screen and this list can be exported to Excel.
To see all denied and rejected payments, click the...
Unable to Delete Invoice - Workaround
How to open a PDF of an invoice but still be able to delete it (Managely)
If you would like to preview a PDF of an invoice, go into the invoice in question, click on the More button and then click Print Preview
Since ...
How to Check Customer Account History in Managely
In Managely, users can check the history of a customer’s account with just a few clicks.
To check the history, follow the steps below:
Open the customer’s account in question.
Click the History button in the top right corner:
...
Managely – How to filter results (run a report) on who is delinquent 31-60 days
Managely gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 31-60 days (delinquent 31-60 days), follow the steps below:
Click the Customers t...
Managely – How to filter results (run a report) on who is delinquent 1-30 days
Managely gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 1-30 days (delinquent 1-30 days), follow the steps below:
Click the Customers tab...
How to Check the History of an Invoice
In Managely, users can check the history of an invoice with just a few clicks.
To check the history, follow the steps below:
Open the invoice in question.
Click the History button in the top right corner:
Expand the...
Managely – How to filter results (run a report) on who is delinquent 61-90 days
Managely gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 61-90 days (delinquent 61-90 days), follow the steps below:
Click the Customers t...
How to Check Payment History in Managely
In Managely, users can check the history of a payment with just a few clicks.
To check the history, follow the steps below:
Open the payment in question.
Click the history button in the top right corner.
...
Managely – How to filter results (run a report) on who is delinquent 90+ days
Managely gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 90+ days (delinquent 90+ days), follow the steps below:
Click the Customers tab u...
System Number Already in Use
It is very important when you inactivate a system to put an ‘X’ or a character signifying that this system is no longer being used so that you have the option of reusing that system number later. In case 104988, the customer needed to reuse the numb...
RMR Roll-Up Item in Managely
In this case, the Dealer wants to charge their customer a monitoring charge + another fee and keep the invoice information as simple as possible to avoid confusion. Here we would recommend using the new roll up item feature. The example below uses t...
Can't Edit Late Fee Work Around
Currently in Managely if you go into a customers page, click the edit button and delete the late fee nothing will happen. If this happens to you, follow these steps to generate the statement and this will remove the late fee 1) Log into the custo...
Permission to Remove Late Fees in Managely New
Managely provides users the ability to manually remove late fees. What are the necessary permissions to be able to remove late fees in Managely? The necessary permission to be able to remove late fees in Managely is Administrator. Note...
How to Manually Generate RMR Invoices (Managely)
Follow these steps to manually generate an RMR invoice from the customers page in Managely
Log into Managely, go to the customers page and click the RMR tab.
Click the Generate Recurring Invoice button
Fill out the RMR...
Managely Defect Work Around - Ungrouped Displays on Proposal
In Managely version 5.3.39.11 if a Dealer prints out the default proposal PDF it will display the parts as ungrouped. Below is a work around for this issue until the defect is corrected. Create a proposal like you normally would and add your pa...
How to check the autopay date on a credit card
Managely gives the dealer/employee the ability to pick the autopay date for their customers. * Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, without th...
How to check the autopay date on an eCheck
Managely gives the dealer/employee the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, witho...
How to update customer type on customer page
The below steps are how to update the customer type that appears on the customer page.
In this example we will change customer 3704 from Residential to Commercial
Go into the customer's page in question and click the edit button
...
Once an invoice is marked as delivered it cannot be deleted
When an invoice is first created you will see the Delete button available. If you click the Print/Envelope icon and then select either Print, Deliver or Mark as Delivered the invoice will no longer be able to delete the invoice. For this reason, if ...
Managely – Multiple Ways of looking up a Payment
There are multiple ways of looking up payment in Managely by payment number.
1. Switch the search criteria from the top drop-down from Customers to Payments (then type the payment number and push the Enter key):
2. Fr...
Managely – Multiple Ways of looking up an Invoice
There are multiple ways of looking up an invoice in Managely by Invoice number.
1. Switch the search criteria from the top drop-down from customers to invoices (then type the invoice number and the Enter key):
2. From the c...
Multiple Ways of Looking up a Credit (Managely)
There are multiple ways of looking up a credit in Managely, either by the credit number or customer.
Switch the search criteria from the top drop-down from Customers to Credit (then type the credit number or customer’s name in the search a...
How to Set Up Forte
How to set up the Forte (payment processor) credentials using the information from DEX (Forte’s tool) in Managely
In Managely, the Forte (payment processor) credentials are set under Setup> eCheck / Credit Card
Log into Managely, click...
How to make the Default Invoice into a Custom Invoice Template
Follow these steps below to make the default invoice template into a custom invoice template so that you can customize the invoice based off your company’s needs. Click on Templates & Forms and then Templates 2. Click the Copy button to ...
How to make the Default Statement Template into a Custom Statement Template
Follow these steps below to make the default statement template into a custom statement template so that you can customize the statement based off your company’s needs. Click on Templates & Forms and then Templates 2. Click the Copy butt...
Managely and Avalara
Avalara – a Managely integrator who calculates tax for Managely invoices based on the customer's zip code.
How does a customer get Avalara? - We direct them to Avalara. They set up their account with Avalara. They bring their Avalara creden...
How to export RMR Invoices that have already been Generated (Managely)
Follow these steps below to export RMR invoices that have already been generated:
Click on Accounts Receivable, click on RMR, and then click on RMR Invoice Generation History.
Click the plus icon to the immediate ...
Envelope Size that our Mailing Partner is Using
Sebis uses a standard #10 Business Window envelope. The size of a standard #10 envelope is 4.125" x 9.5".
Managely - Autopay
Managely offers a convenient autopay feature that enables both employees and customers to streamline the payment process for Recurring Monthly Revenue (RMR) invoices.
Ways of configuring Autopay
This feature can be configured in the fol...
Managely – How to manually send or resend a payment receipt
Managely gives its users the ability to manually send or resend a payment receipt via email.
Different scenarios may call for a redelivery of the payment receipt. (Customer states that they didn’t receive it initially, cannot find it any long...
Managely – How to Redeliver an Invoice
Managely gives its users the ability to manually redeliver an invoice.
Different scenarios may call for redelivery of a customer invoice. (Customer states that they didn’t receive it initially, cannot find it any longer, better book-keeping, ...
Managely – How to setup Managely to send all invoices tied to a specific account to multiple recipients
Managely gives its users the ability to automatically have all invoices delivered to multiple recipients.
Managely allows the users to set up an account to automatically send all invoices to multiple recipients by using the Contacts feature. ...