Office Settings

Office Settings
Click this video to see it in action!

TOTAL uses information about your office and location to speed up regular tasks like invoicing from report to report. Because of this, it's important that you configure TOTAL with your office and business information.

To set up your office and business information:

  1. In TOTAL, click Tools, Configure Settings.
  2. Click the Office Settings tab on the left.

  3. Fill out as much of the information on the list as possible.
  4. If you want to include your Federal Tax ID or Employer ID on your invoices, fill out the corresponding fields and check Show on Invoice next to each field.
  5. If the same person in your office is always the billing/Accounts Receivable contact, enter their information here. Their contact information auto‑fills into the invoce to save you time.
  6. Click Save & Close or Apply.