Molo, Inc.

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

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?

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Getting Started 4

• Logging Into Molo
• Resetting Your Password
• Molo Messaging Overview (Text Messaging)
• The Menu Bar

Access & Security 2

• User Roles and Management Overview
• Molo Web App Restrictions and Access Points

Reservation Management 30

• 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

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Recurring Reservations 2

• How do recurring reservations work and why would I use them?
• How to prorate a recurring reservation invoice

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

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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

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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

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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

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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

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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

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General Service Topics 1

• Service Module Overview - Start Here

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

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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

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

Xero Integration 3

• Xero Integration Summary, Features, and Important Information
• Labor COS --> Xero for Service Module
• Advanced Allocation Dating Behavior Explanation

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 Reporting 2

• Reporting for Invoiced and Paid Income by Customer
• Cash-Basis Sales Tax Reporting in Xero