Trash Flow Help Files -

Help Files -

Welcome to Trash Flow
Setting Up Your Business
- Entering Your Business Information
- Entering Your Employees
- Entering Fee Descriptions
- Entering Sales Tax Districts
- Entering Geographic Information
- Entering Bill Groups
- Entering Bill Codes
- Entering Your Payment Terms
- Setting Due Dates
- Entering Zip Codes
- Entering Surcharges
- Entering Your Trucks
- Entering Your Postal Settings
- Entering Your Postal Permit
Customers
- Adding a New Customer
- Reference: Customer Creation Screen
- Finding a Customer Account
- About the Customer Information Window
- Understanding Account Types
- Setting Up Taxes
- Making a One-Time Charge
- Add or Change Bill Codes and Recurring Charges
- Printing an Individual Bill
- Recording an Individual Payment
- View a Customer's Financial History
- Deleting a Transaction
- Reversing a TrashBilling Payment
- Refunding a Customer
- View a Customer's TrashBilling.com Account
- View a Customer's Calendar
- Moving a Payment to Another Account
- Setting a Customer to Bill To a Different Account
- Entering Payments on Bill-to Accounts
- Issuing a Credit
- Writing Off a Balance
- Adding a Customer Employee Comment
- Adding or Changing a Customer's Surcharge
- Suspending a Customer's Account
- Ending a Customer's Service
- Deleting a Customer Account
- Importing Customers From Other Software
- Adding or Removing Bill Codes For a Group of Customers
- Understanding Invoices and Statements
- Finding a Customer's Payment
- Taking a Customer Deposit
- Returning or Applying a Customer Deposit
- Understanding Deposits
- Printing Out Customer Information
- Printing a Letter
- Sending a Letter to a Group of Customers
- Sending and Receiving Customer Messages
- Send Bulk Emails Using the Customer List
- Printing a Postcard
- Printing a List of Customer Comments
- Using the Reminder Window
- Printing Bag Labels
- Rates Tab
- History Tab
  - Financial History: Balances
  - Financial History: Taxes & Fees
  - Financial History: Variable Rates
  - Financial History: Tickets
  - Financial History: Containers
  - Financial History: Invoices
  - Financial History: Work Orders
  - Activity History
  - TeleRoute History
- Charge Tab
- Box Tab
- Routes Tab
- E.F.T. Tab
- Notes Tab
- Misc. Tab
Billing
- The Flow of Billing
- Assessing Regular Charges
- Create Bills or Cards
- Reading the Prebill Detail Report
- Creating a Note to Print on Customer Bills
- Resuming Bill Printing
- Reprinting Invoices
- About Printed Bill Formats
  - Bill Formats: Postcards
  - Bill Formats: Statements
  - Bill Formats: Invoices
- Understanding Bill Amounts
- Printing Mailing Labels
- Sending Email Bills
- Assessing Finance Charges
- Charge by Group
- Handling Overdue Accounts
- Entering Payments
- How to Scan Checks
- Applying Payments to Invoices
- Undoing an Assessment
- Changing Customers' Rates
- Printing a Multipass Ticket
- Printing Coupon Book for a Single Customer
- Using Cash Drawers
- Setting Up the Accounting Link
- Running the Accounting Link Update
- Pay by Group
Routes
- Creating a New Route
- Editing Route Information
- Adding a Stop to a Route
- Editing Stop Information
- Adding an On-Call Route Stop
- Adding a One-Time Route Stop
- Adding a Route Note
- Send a Bulk Email to Customers On a Route
- Sorting a Route
- Optimizing Routes
- Charging Customers Per Pickup
- Setting Up Service Types
- Creating Work Orders for a Route
- Charging All Stops on a Route
- Tracking Route Profitability
Containers
- Creating a Container Placement
- Entering Containers
- Adding a Container to a Customer
- Understanding Container Placements
- Charge Customers for Container Rental
- Enter a Container Charge
- Tracking Container Profitability
- Using Default Container Placements
Work Orders
- The Flow of Work Orders
- Create a Work Order
- Editing a Work Order
- Complete a Work Order
- Changing Work Order Actions
- Adding a Text Message to Work Orders
- Create a Recurring Work Order
- Create an On-Call Work Order
Dispatching
- Preparing for Dispatching
- View the Dispatch Schedule
- Assign Work Orders In the Dispatch Window
- Printing a Dispatch List
- Viewing Work Orders On a Map
Reports
- Customer Reports
- Financial Reports
- Route Reports
- TeleRoute Reports
- Container Reports
  - Printing a Container Inventory Report
  - Printing a Container Placement Report
- Work Order Reports
  - Create a Work Order Report
  - Create an Open Work Order Report
- System Reports and Info
- TipTicket Reports
- Reminders Reports
- AVS Reports
  - Create a Physical Address Errors Report
  - Create a Physical Address Review Report
- TrashBilling Reports
  - Create a Web Payment Report
  - Create a Web Deposit Report
- Exporting a CSV File
- Using Trash Flow Mobile
Notifications
- View Notifications
- Configure Notifications
- Claim and Process Notifications
- Reference: Notification Types
Address Verification System
- Fixing an Incorrect Location On a Map
- Viewing a Route on a Map
TeleRoute
- Preparing for TeleRoute
- Uploading Routes
- TeleRoute In the Office
- TeleRoute Mobile App
TipTicket
- Setting Up TipTicket
- Using Minimum Charges In TipTicket
- Understanding ID Numbers, Owners, and Customers
- Starting a Landfill Ticket
- Completing a Landfill Ticket
- Creating and Using Profiles in TipTicket
- Reprinting a Landfill Ticket
- Editing a Landfill Ticket
- Voiding a Landfill Ticket
- Printing a Multipass Ticket
- Adding a Text Message to Landfill Tickets
- Tracking Materials in TipTicket
System
- Installing Trash Flow
- Back Up and Restore Your Data
- Updating Trash Flow
- Selecting a Database
- Reference: Activity History
- Creating a Custom Event
- Setting Billing Options
  - Setting Payment Options
  - Setting Finance Charge Options
  - Setting Receipt Options
  - Setting Bill Options
  - Setting Options for Bill-to Accounts
- Setting Display Options
- Setting Container Options
- Setting Route Options
- Setting Work Order Options
- Setting Miscellaneous Trash Flow Properties
- System Maintenance
- Recovering Deleted Customers
- Printers and Trash Flow
- Changing the Descriptions of Charges
- Viewing Trash Flow Logs
- Running Trash Flow Tests
- Changing the Business Date
- Trash Flow License
Trash Billing and Autopay
- Setting Up Trash Billing and Autopay
- Picking Up Web Payments and Updating Trash Billing
- Setting Up Autopay or Saved Payment Methods for a Customer
- Sending an Autopay Batch
- Reference: Messages When Picking Up Web Payments
- Understanding the TrashBilling.com Website
- Removing a Customer from Autopay
- Understanding Dates in TrashBilling
- Dealing With Declined and Returned Payments
- Cash Discounts
Unified Billcomm
- Understanding Universal Billcomm (UBC)
- Set Up Unified BillComm
- Using Unified BillComm
Access Control
- Adding a Trash Flow User
- Setting a Trash Flow User's Permissions
- Changing a Trash Flow User's Password
- Reference: Login By Business
Understanding CASS
- Calculating CASS Savings
- Certifying Addresses and Preparing for CASS
- Sorting CASS Mail
- Correcting CASS Errors
- Checking Your CASS Status
MatTrack
- Setting Up MatTrack
- Recording a Tip in MatTrack
- Reviewing History in MatTrack
- Printing a MatTrack Material Report
Examples
- Example: Fee Descriptions and Sales Tax Districts
- Example: Bill Groups
- Example: Bill Codes
- Example: Number of Active Customers
- Example: Current Accounts Receivable
Troubleshooting: What Do I Do If . . .
- . . . I See a Run-Time Error?
- . . . a Customer Was Not Charged?
- . . . a Customer's Taxes are Incorrect?
- . . . a Customer Claims Their Balance is Incorrect?
- . . . I See the Message "Customer In Use"?
- . . . My Printed Bills Are Cut Off?
- . . . a Stop Is Missing From a Route Sheet?
- . . . TipTicket Says That a Scale Is In Use?
About Trash Flow
- Glossary and Interface
- Dates and Profiles

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