Creating an Equipment Invoice with a Trade In

1. From anywhere in IntelliDealer, navigate to Product Support > Equipment < Equipment Invoicing .

   The Equipment Invoicing screen appears.

   

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

   The Customer - Invoice Header tab appears.

   

3. Enter a Customer number.
   - or
   Click on the Search icon to search for and select a customer.

   The system generates the Sold to address when a customer number is entered into the Customer field.

   Updated Customer - Invoice Header tab

   

4. Enter or select the appropriate information describing the customer and customer status, in the remaining fields.

5. Click the Click here to add segment link.
   - or -
   Click the Details tab.
   

   The Details tab appears.

   

6. Enter a Stock Number.
   - or -
   Click on the Search icon to search for and select stock.

   Updated Details tab
   

   

7. Click Save.

   The system updates the remaining fields, excluding the tax fields.

   

8. Click the Trade Ins tab.

   The Trade Ins tab appears.

   

9. Enter or select the appropriate information describing the machine and its status.

10. Complete the profile by adding additional information about the equipment to the Parts, Miscellaneous Charges, Comments, Memo, Printing Parameters, G/L Defaults, Custom Accounting, and A/R Agency tabs as desired.

11. Click Save to record your trade in profile entry, or click Close to exit the Trade Ins tab without saving any of the information.

Security: 802 - Equipment Invoicing

Revision: 2025.04