Equipment Invoicing

You can use the Equipment Invoicing screen to:

  • search for equipment invoices

  • create an invoice

  • modify printing parameters

  • reverse the sales of a stock number

  • view or edit an equipment invoice

  • copy an equipment invoice

To open the Equipment Invoicing screen, from anywhere in IntelliDealer navigate to Product Support > Equipment > Equipment Invoicing.
-or-
Click on the View Details icon next to the Pending Equipment Sales field on the Sales Support Portal screen.


The sorting options on the Equipment Invoicing screen are:

Sort by
Field Description
Reference Number Sort the search results by reference number.
Customer Sort the search results by customer.
Date Added Sort the search results by invoice creation date.

The search fields on the Equipment Invoicing screen are:

Field Description
Select Reference Number Search for equipment invoices by entering a reference number.
Select Customer Number Search for equipment invoices by entering a customer number.
Select Salesperson Search for equipment invoices by entering a salesperson.
Show Extended Description If selected, includes extended equipment description within the invoice search results.
Select Stock Number Search for equipment invoices by entering a stock number.
Select Location Search for equipment invoices by entering a location.
Select Status Search for equipment invoices by selecting an invoice status from the drop down list.

The fields on the Equipment Invoicing screen are:

Field Description
Reference Number The reference number for the equipment invoice. Used to locate and identify equipment invoices throughout the system.
Customer The name of the customer associated with the equipment invoice.
Salesperson The salesperson assigned to the equipment invoice.
Stock Number The stock number of the unit.
Location The branch location of the equipment invoice.
Date Added The date the equipment invoice was created.
Invoice Status

The status of the equipment invoice

  • Pending—the invoice is not yet been processed.

  • Invoiced—the invoice has been generated and is awaiting payment.

  • Released—the invoice has been processed and payment has been released.
VESign Status

The signing status of the VESign document. Can be one of: 

  • Awaiting Signature—all signatures are pending.

  • Partially Signed—more than one signature is pending.

  • Signed—all required signatures are complete.

  • Canceled—signing has been canceled.

  • If no status is present, then the document has not been sent for electronic signing.

Move the cursor over a Reference Number and select either Edit or Copy from the pop-up menu to edit or copy an equipment invoice.

Click on a Customer Name to open the Customer Profile screen.

Click on a Stock Number to open the Equipment Profile screen.

Click the Need to create an invoice? Click here to add link to create a new invoice.

Click the Modify default printing parameters link to modify printing parameters.

Click the Reverse the sales of a stock number link to reverse the sale of a stock number or reverse a rental invoice.

Click the Access JD POs link to view any quotes that have been accepted in the JD Quote II program in the Access JD POs screen. The Access JD POs link only appears if you are licensed to use the JD Quote II interface and the Access JD POs switch is activated on the Authorization List for Product Support - Equipment Invoicing screen.

Click the JD Proactive Jobs link to open the John Deere Proactive Jobs interface.

Click the Tethr It Now link to open the Tethr It interface.

Click the Close button you to complete your work on the Equipment Invoicing screen.

Data Source: CGIINH

Security: 802 - Equipment Invoicing

Revision: 2025.08