Taking Payments in Compass
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Compass – How to Search for Customers (Residential & Commercial)
Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
Searching In Compass
The Search box at the top of the Dashboard screen is a powerful tool, capable of quickly locating all references across various entries of the system such as customer records, invoices, notes, and more. The system does account for misspellings. It ...
Processing Refunds in Compass and QuickBooks Online.
Much like payments, refunds should be entered within the Compass application. When they are entered, Compass syncs this information with QuickBooks online as a "check." The refund is accounted for in the Accounts Receivable account. This causes the ...
Compass costs
The Compass platform is an 'all inclusive' subscription priced per user. You are billed a monthly fee for each Active User*. This monthly fee includes all Compass features currently available. Examples of these features include texting, clarity voice ...
Logging in to Compass
To access Compass, open a web browser and enter the URL: miraclemethodoffice.com. Enter the Email Address and Password that was provided to you by IT during your user setup. If you do not have this information, contact IT support for assistance. You ...