Labeling Invoice User-defined Fields

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. Select Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Names.
2. Enter an invoice name.
3. Select 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. Select Microsoft Dynamics GP > Tools > Service Management > Invoice Setup > Invoice Comments.
2. Type your comments in one or both Comment fields.
3. Select 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.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Cost Description.
2. In the Cost Description window, change the default cost category names.
3. Select Save.

While you can change the cost category names, the way costs accumulate remains the same.
For example, you could change cost category 1 from Equipment to Freight. Costs in the Freight category would still accumulate through either Payables or by entering manual costs ("+" button) for the Freight category. Costs in cost category 2 accumulate through Payables, Inventory, or through manually added costs.
While you may change the name of the Labor category, costs in cost category 3 only accumulate through Payroll or by entering manual labor costs.