Configuration: Agency Invoice Message

Use the Agency Invoice Message screen to enter a message that appears on all invoices for the specified A/R Agency Code and selected location.

To open the Agency Invoice Message screen , navigate to Configuration > General Ledger > General > Agency Invoice Message.

Topic in this section

• Adding an A/R Agency Invoice Message to an Agency Code
• Screen Description

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, navigate to Configuration > General Ledger > General > Agency Invoice Message.
   

   The Agency Invoice Message screen appear.

   
   

2. Click Need to create a new agency Invoice Message? Click here to add.
   

   The Agency Invoice Message screen appear.

   
   
   

3. Enter a Location.
   - or -
   Click on the Search icon.
   

   The Location Selection screen appear.

   
   
   

4. Click Location number.
   

   The Agency Invoice Message screen appears with the selected location in the Location field.

   
   
   

5. On the Agency Invoice Message screen, enter an Agency Code.
   - or -
   Click the Search icon.
   

   The Select A/R Agency Code screen appear.

   
   
   

6. On the Select A/R Agency Code screen, click on an agency code.
   

   The Agency Invoice Message screen appears with the selected agency code in the Agency Code field.

   
   
   

Enter a description in the field provided. The description appears on printed invoices where the agency code is used.

7. Click the Save button.
   

   The Agency Invoice Message screen appears with the new agency code listed.

   
   
   

Screen Description

The sorting options on the Agency Invoice Message screen are:

Sort by
Field	Description
Agency Code	Sort the search results by agency code.
Location	Sort the search results by branch location.

The search fields on the Agency Invoice Message screen are:

Field	Description
Select Location	Search for agency codes by entering a branch location.
Select Agency Code	Search for agency codes by entering an agency code.

The fields on the Agency Invoice Message screen are:

Field	Description
Agency Code	The location's accounts receivable agency code.
Location	The branch location of the agency code.
Description	A brief description of the agency code.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.10