Setting Up Invoice Costing for Miscellaneous Accounts

This feature allows you to select Miscellaneous Account (e.g., Towing, Storage, Paint/Shop materials, E.P.C., and manually added items entries to be displayed on the invoice. Cost amounts for Miscellaneous Account types can be entered when creating an invoice.

To set up invoice costing for Miscellaneous Accounts

1. Select Configure > Profiles from the menu bar.
2. Select your repair facility profile, and then select Edit from the mini-toolbar.
3. Click on the Sales - Miscellaneous Accounts link under Repair Management.
4. Select an entry, and then select Edit from the toolbar.
5. From the selected Accounts - Miscellaneous screen, select the entry, and then click on the Display on Invoice option.
6. Move through the account types selecting the Miscellaneous Accounts to be displayed on the invoice.
7. Click OK, and then click Save or Save and Close from the toolbar.

Note: You can add custom accounts while in the Accounts screen by selecting Add from the toolbar.

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