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Defining 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.

1. Choose Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Names.
2. Enter an invoice name.
3. Choose Save.

Defining 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.

1. Choose Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Comments.
2. Type your comments in one or both Comment fields.
3. Choose Save.

Defining 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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