Accounts Receivable Configuration

Use the Accounts Receivable Configuration window to set up units of measure and invoice printing.

Unit of Measure tab

Use this tab to describe the units of measure to be used for receivables.

1. Select Accounts Receivable Configuration from the Receivables menu. The window opens with the Unit of Measure tab displayed.

2. Click the Add button, and the Unit of Measure window opens.

3. Enter an ID in the Code field — for example, EA or HRS.

4. Enter the Description — for example, Each or Hours.

5. Click Save.

Print Invoices tab

 Use this tab to set up the default way invoices will be printed. The values you enter here can be overridden when you print invoices.

1. Select Accounts Receivable Configuration from the Receivables menu. The window opens with the Unit of Measure tab displayed.

2. Click on the Print Invoices tab.

3. Complete the fields as described.

• Print Logo: Check this box if you want to print a logo on invoices. Note: Currently the logo is overlapping the district address, so we don't recommend printing the logo on invoices unless you have a logo that includes the district address. This issue will be fixed in the future.

• Logo: Select the logo from the pull-down list. Note: If the list is empty, or you don't see the logo you want to use, you'll need to upload the logo file.

• Print Email Address: Check this box to include a district email address.

• Print Federal Tax ID: Check this box to include the district FEIN.

• Custom Footer Text: Enter text to be used in the invoice footer.

• Top & Left Margin.: Change these numbers as needed to position the invoice on the page. Enter increments of .01 inch to change the position. These numbers can be negative or positive.

• Top & Left Adj.: Change these numbers as needed to position the customer name and address in a window envelope. Enter increments of .01 inch to change the position. These numbers can be negative or positive.

4. Click Save.

Return to Receivables Overview