AR invoices are used are used to track amounts owed to your business. AR invoices can be for customers or for businesses. This article reviews setting up the status options for AR invoices.
- From any module in MotilityAnywhere, select the user icon in the upper right of the screen to open the menu.
- Choose the Settings option from the menu. This will open a screen where, depending on your security permissions, you may view or update company settings.
- Select the App Settings tab.
- Click the Parts & Service section from the subtabs to the left side of the screen.
- Locate and click to expand the AR Invoice Status section. Any previously-entered statuses will show in a list.
- Select the Add New Record button to the upper right of the AR invoice status section to create a new line in the table. To make changes to an existing row, click the Edit button for the row.
- Enter a description for the status.
- Optionally, you can select a color for the purchasing tickets to show when assigned with this status.
- Select an internal status. The internal status determines how the program classifies the AR invoice. These statuses are updated by performing actions on the AR invoice.
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- Quote
- Invoice
- Closed
- Post to Accounting
- Voided
- Optionally, you may choose a position for the status. This sets the order of the statuses in the list. The lower the number, the higher on the list that this status will show. If all statuses are set with the same position, they will show in alphabetical order in the list.
- Click the Update button on the row to save the changes.