Adding an A/R Agency Invoice Message to an Agency Code

Allows you to enter a message that appears on all invoices for the specified A/R Agency Code and selected location.

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the General Ledger list, click the General link and select Agency Invoice Message from the drop down list.

   
   

   Configuration Quick Links screen

3. The Agency Invoice Message screen will appear.

   
   

   Agency Invoice Message screen

4. On the Agency Invoice Message screen, click on the Need to create a new agency Invoice Message? Click here to add link.
   The Agency Invoice Message screen will appear.

   
   

   Agency Invoice Message screen

5. On the Agency Invoice Message screen, enter a Location.
   - or -
   Click on the Search icon.
   The Location Selection screen will appear.

   
   

   Location Selection screen

6. On the Location Selection screen, click on a Location number.
   The Agency Invoice Message screen will appear with the selected location in the Location field.

   
   

   Agency Invoice Message screen

7. On the Agency Invoice Message screen, enter an Agency Code.
   - or -
   Click the Search icon.
   The Select A/R Agency Code screen will appear.

   
   

   Select A/R Agency Code screen

8. On the Select A/R Agency Code screen, click on an agency code.
   The Agency Invoice Message screen will appear with the selected agency code in the Agency Code field.

   
   

   Agency Invoice Message screen

9. On the Agency Invoice Message screen, enter a description in the field provided.

   Note:  
   The description will appear on printed invoices where the agency code was used.

10. Click the Save button.
    The Agency Invoice Message screen will appear with the new agency code listed.

    
    

    Updated Agency Invoice Message screen