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Knowledge base
Setting Up Your Molo Hardware
Receipt Printers
5
Setting Up Your Star Micronics mC-Print3 Desktop (Ethernet-Based) Receipt Printer
Install the Self-Signed Desktop Receipt Printer Certificate on Your Mac
Updating the Firmware of Star Micronics mC-Print 3
Resetting the Ethernet Interface on Your mC-Print3
Installing mc-Print 3 Receipt Printer Certificate on an iPad
Card Readers
5
Setting Up Your Mobile Molo Express Card Reader
More Info About Your Mobile Molo Express Card Reader
Setting Up Your Molo Express WisePOS E Card Reader
Desktop On-Reader Tipping
Wise POS Card Reader Troubleshooting
Cash Drawers
1
Setting up your Cash Drawer
Barcode Scanners and Printers
4
Connecting DYMO Wireless Barcode Label Printer
How to Program Your Wireless Barcode Scanner
How to Program Molo Wired Barcode Reader
Connecting DYMO Wired Barcode Label Printer
General
FAQ
10
How to Reset Google Chrome
How to Reset Firefox
All About Molo Instant Payouts
Why Is Signature Not Required for the Molo Express Card Reader?
How Molo Calculates Inches for Charges?
View all 10
Getting Started
5
Logging Into Molo
Resetting Your Password
Create a New Molo User Login
Molo Messaging Overview (Text Messaging)
The Menu Bar
Access & Security
2
User Roles and Management Overview
Molo Web App Restrictions and Access Points
Reservations
Reservation Management
29
Updating Arrival and Departure Date or Time via Web App
Sending Confirmation Email
How to Create a New Reservation
Checking In a Reservation
How to Post Add-On Charges on a New Reservation
View all 29
Recurring Reservations
2
How do recurring reservations work and why would I use them?
How to prorate a recurring reservation invoice
Invoicing, Payments, and Refunds
Point of Sale
9
How To Take a Cash or Check Payment
How to Take a Key-Entered Credit Card Payment (Credit Card Not Present)
How to Close Out Sales, Invoices, and Transactions
How to Make a Sale on the POS
Accepting Foreign Currency Payments
View all 9
Refunds, Credit Notes, Voiding
10
How to Issue a Refund
How to Issue a Credit Note
Manage Invoice Items (How to Void, Delete, Discount Items)
How to Void an Entire Invoice
How to Take or Return a Security Deposit
View all 10
Invoicing
7
Managing Invoicing with a Lock Date (Void, Discount, Edit)
Having Trouble Printing Invoices?
How to Fix a Paid Taxable Invoice for a Tax Exempt Contact
How a Lock Date Works
Taking a Payment on Account
View all 7
Molo Express
8
ACH "Originating Company ID"
ACH Payment Failures - Legacy Function
ACH Payments and Payout Timing
Authorizations - What are they and how to use them?
Molo Express - Automatic Customer Credit Card Updates
View all 8
Vessel and Contacts
Vessel Management
1
Managing Vessel Insurance
Contact Management
8
Storing a Credit Card for a Contact and Troubleshooting Card Storage
Uploading and Managing Files
Setting an "Account Limit" or "Credit Limit" for House Accounts
Merge or Delete a Contact
Slip Owners and Payouts
View all 8
Reporting
Molo Reporting
16
The "Customer" Report
The "Accounts Receivable" Report
The "Slip Owner Activity and Distribution" Report
How the "Credit Card Activity" Report Works
The "Reservation Follow-Up" Report
View all 16
Service and Inventory Management
Inventory
5
Creating and Updating Inventory Items
Adding & Purchasing New Inventory Items to Stock - Vendor Bill
Deleting Inventory Items
Managing Barcodes, Barcode and Label Printing
My add-on items are not appearing in BoatCloud
Estimates
3
How to Take a Deposit on a Work Order
Estimates Missing from List
How to Convert an Estimate to a New or Existing Work Order
Service and Repair
4
Recording and Receiving Warranty Work Payments
How to Set Up and Use the Technician App (Service Module)
How to Record Labor Hours with the Mobile Manager App (Service)
Online Estimate Approvals
Work Orders
7
How to Restore a Closed Work Order
Understanding Work Order Profitability
Managing Technicians in Molo
Work Orders Missing from List
Invoicing and Work Order Status Changes
View all 7
General Service Topics
1
Service Module Overview - Start Here
Managing Accounts Receivable
Statements and Finance Charges
6
Setting the Statement & Autocharge Preferences
Using the Statements Page
How Does Automatic Credit Card & ACH Billing Work?
How Do Automatic Communications Work?
Add Finance Charges / Late Fees to Statements
View all 6
Invoices, Credit Notes, Prepayments, and Overpayments
4
Allocating Prepayments, Deposits, Credit Notes, and Overpayments
Explanation of Invoice Coloring
Understanding the Current Balance vs. Total Balance
Molo Tax Calculation Method
Email Communication
Managing Email Errors and Replies
2
Understanding Different Email Errors
Why Doesn't My Email Address Show Correctly
Email History
1
Understanding Different Colors and Status in the "Emails" History of Each Contact
Pull all Customer Email Data
1
Export a Report with all Customers and their Email Addresses
Accounting
Xero Integration
3
Xero Integration Summary, Features, and Important Information
Labor COS --> Xero for Service Module
Advanced Allocation Dating Behavior Explanation
Offers and Online Bookings
Managing Offers, Blocks, and Payments
4
How Offers Work
Creating and Managing Space Blocks
Reconciling Snag-A-Slip Payments and Accounting for Commissions in Xero
How does Molo Online Booking Work?
Xero
Xero Reporting
2
Reporting for Invoiced and Paid Income by Customer
Cash-Basis Sales Tax Reporting in Xero