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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 Scanner
Connecting DYMO Wired Barcode Label Printer
Hardware Shop
1
How to Access the Molo Hardware Shop
General
FAQ
11
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 11
Getting Started
6
Logging Into Molo
Resetting Your Password
Molo Messaging Overview (Text Messaging)
The Menu Bar
How To Access the Molo Support Portal
View all 6
Access & Security
2
User Roles and Management Overview
Molo Web App Restrictions and Access Points
User Management
3
How to View the Access Permissions for Technicians
How to Add a New User
How To Restrict or Allow User Access in Molo
Molo Status Page
1
FAQ: Does Molo Have a Status Page?
Molo Manager App
1
Installing the Molo Manager App
Reservations
Reservation Management
45
How to Change Arrival or Departure Date and Time for Existing Reservations
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 45
Recurring Reservations
2
How do recurring reservations work and why would I use them?
How to prorate a recurring reservation invoice
Time-Based and Seasonal Rates
4
How to Edit or Remove Time-Based and Seasonal Rates
How to Add a Seasonal Rate
How to Add or Edit Terms and Conditions
How To Create a Rate in Molo
Invoicing, Payments, and Refunds
Point of Sale
16
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 16
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
18
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 18
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
Payments
2
How to Resolve Failed Bank Account Verification for Customers in Molo
Understanding Stripe Deposit Adjustments Within a Batch Window
Vessel and Contacts
Vessel Management
5
Managing Vessel Insurance
How to Create a Vessel
Make a Vessel Inactive or Delete a Vessel
FAQ: What to Select When Vessel Type Is Not Listed
Error: "Must Be of 'Number' Type" When Creating a Vessel
Contact Management
15
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
How to Delete a Contact
Slip Owners and Payouts
View all 15
Reporting
Molo Reporting
38
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 38
Service and Inventory Management
Inventory
15
Creating and Updating Inventory Items
Adding & Purchasing New Inventory Items to Stock - Vendor Bill (New Version)
Deleting Inventory Items
Managing Barcodes, Barcode and Label Printing
My add-on items are not appearing in BoatCloud
View all 15
Estimates
4
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
How to Set Up an Estimate in the Service Module
Service and Repair
6
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
Void an Invoice in order to Reopen a Work Order
View all 6
Work Orders
13
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 13
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?
How to add Finance Charges / Late Fees to Statements
View all 6
Invoices, Credit Notes, Prepayments, and Overpayments
5
How to Apply and Remove Allocations for Prepayments, Deposits, Credit Notes, and Overpayments
Explanation of Invoice Coloring
Understanding the Current Balance vs. Total Balance
Molo Tax Calculation Method
How to Take Special Deposit Types in Molo
General Ledger Codes (GL Codes)
1
How to Add GL Codes in Molo (Without Accounting Integrations)
Email Communication
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 do Online Booking Space 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/QBO Integrations
Xero Reporting
2
Reporting for Invoiced and Paid Income by Customer
Cash-Basis Sales Tax Reporting in Xero
QBO
4
Making Bank Deposits in QuickBooks Online (QBO) Based on Transaction Batches in Molo
How to See an Invoice's Audit History in QuickBooks Online (QBO)
What is the Difference Between Accrual and Cash-Based Accounting? (QBO/Molo)
What is a ‘Class’ in QuickBooks Online
Bulk emailing
Email Templates
4
Understanding Different Email Errors
Why Doesn't My Email Address Show Correctly
How to Create Message Templates for Email and Messaging
How to Configure "Do Not Launch" Mode from Molo to Speedy Dock
Resources
Setting up Resources
1
How to Set Up Resources in Molo
