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Invoice Names
You have the flexibility to print invoices using one of the Service Management's eight default invoice styles or to modify the defaults using Report Writer. Some customers may prefer an invoice that summarizes labor and materials as a single dollar amount while others may prefer an invoice that provides itemized charges for each service call.
- Select Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Names.
- Enter an invoice name.
- Select Save.
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Invoice Comments
Two lines of comments can be used when printing an invoice. Comments can be printed on every invoice. These lines could be used to advertise special promotions or add seasonal greetings.
- Select Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Comments.
- Type your comments in one or both Comment fields.
- Select Save.
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Invoice Cost Descriptions
Costs in Service Management are summarized in general cost categories or elements of total cost. Equipment, material, labor, subcontractor, and other are the default category names. There are also five labor subcategories that can be defined.
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Possible Sources of Service Invoice Transactions | |||||||
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Cost Category | User-Defined Label | Accounts Payable Module | Inventory Module | Payroll Module | Service Management Manually Added Costs | ||
1 | Equipment | X |
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| X | ||
2 | Materials | X | X | X | |||
3 | Labor |
| X | X | |||
4 | Subcontractor | X |
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| X | ||
5 | Other | X |
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| X |