AR invoice templates are created here to be able to quickly add information to an AR Invoice.
- 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 Templates section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter the Company Number that you want the AR Invoice to populate when this template is selected.
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Enter the Category for the AR Invoice line.
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Type in a description for the AR invoice line.
- Enter any comments that you want to populate on the AR invoice line.
- Enter a default quantity.
- Enter the cost amount for a single item.
- Check the taxable box if you want this AR invoice line to be marked taxable.
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Choose the AR account number in the GL Acct # field by clicking the ellipsis button and searching for the applicable account.
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If this template is for a single unit, enter the stock number.
Note: Entering a stock number here is unusual. Normally, you will want the specific unit's stock number added to the individual AR invoice, not to a template that gets used over and over.
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Choose the profit center from the dropdown to prefill the profit center on the general purchase order.
- Select the department that this item will be shown under.
- Click the Update button on the row to save your changes.