by Alex Hamel | Dec 10, 2025 | Projects, Starting
How to change the Sales Tax within a Project To change the tax for the project, you must update it in the customer record here: Customer (Open the customer record) → Options → Customer Tax System (Select the appropriate tax).. It is also possible to assign a specific...
by Alex Hamel | Oct 13, 2023 | Projects, Starting
How to make payments on commisions earned Introduction to payments on commissions In Automator, in order to apply a payment to pay commissions earned, you need to under the tab Administration, then icon Payment. From this screen, click the glass icon to show all the...
by Alex Hamel | Oct 5, 2023 | Projects, Starting
How to make payments on invoices Introduction to payments In Automator, in order to apply a payment, you need to open an invoice. Invoices can be found within the Project itself or directly from the home menu. From the list of invoices, you can double-click one to...
by Alex Hamel | Mar 20, 2018 | Starting
Setup and Start Automator Introduction Automator is a software installed on an external Windows Server. This means each user has its own private windows remote session that is completely independant of their own computer. Let’s say that accessing Automator is a...
by Alex Hamel | Feb 26, 2018 | Starting
Automator’s basics Introduction Automator uses the same structure and patterns between all its different sections : Customers, Projects, etc. We’ll see an example on how the sections are working so we can understand the behavior behind Automator. To do so,...
by Alex Hamel | Feb 26, 2018 | Starting
Transferring files Introduction Before everything else, keep in mind that Automator is hosted on a remote server that is external to your real desktop computer. We have to see both like 2 different locations. Let’s see how to paste a file on your terminal...
