If your business uses the same information repeatedly for AR invoices, you can enter information into an AR invoice template item. This will allow you to choose that item in an AR invoice and quickly fill in the information. AR invoices are created from the accounting module's tools menu.
Add an AR Invoice Template Item
- Open the Parts & Service module.
- Select the Edit menu from the upper left of the screen.
- Hover over Modify to expand the submenu.
- Choose the Add / Modify AR Invoice Templates option. This will open the AR invoice templates window.
- Click in the starred gray row to begin entering a new template.
If this template item will only be used in a specific company location, you can choose the Company Number. If this template item can be used in any location, select company 0.
You may type a category for the item.
Enter a description of the item.
Enter any comments that you want to show when this item is added to a general purchase order.
Enter a quantity to add to the general purchase order by default. We recommend that this is set to either 1 or 0 to encourage proper entry in the GPO.
Enter a cost, if this item has a standard cost. Otherwise, leave the cost set to $0 so that the correct amount is entered in the GPO.
You can check the taxable box to denote that taxes will apply to this item.
Enter the GL account that this item will debit.
If this template is for a single unit, enter the stock number.
Choose the profit center from the dropdown to prefill the profit center on the AR invoice.
Select the department that this item will be shown under.